Flows

Flow

Description

Define field options

For each field mapping, you can set additional field options. Each field option has specific properties. If you select a field option, also fill in the related properties.

Define transformation

You can use a transformation to change a source value into another value.

Define type conversion

You can use a type conversion to convert the data to match the format as required in the target. With a type conversion, you can convert values from any type to string or from string to any type. Usually, the string value is the external value. Note: Type conversions from any type to any type are not supported. For example, a conversion of type integer to type date is not possible.

You can use these conversion types:

Conversion type	Description
Text	Define the format in which a text is imported or exported. You can, for example, replace or remove characters, or use one element of the text.
Amount	Define the format in which an amount is imported or exported. You can, for example, define separators and unit conversion.
Date	Define the format in which a date is imported or exported. You can, for example, define the sequence and separator.
Enum	Define the format in which an enum value is imported or exported. You can, for example, define that the enum value is imported or exported as text.
Time	Define the format in which times are imported or exported. You can define the format and the separators to be used.
UtcDateTime	Define in which format a date and time field value is imported or exported. This type combines the Date and Time types.
Date/time format	Define in a flexible way the format in which a date and time field value is imported or exported. You can also include a time zone. Note: The format is case sensitive. For example, the lowercase 'm' is the identifier for minute, and the uppercase 'M' is the identifier for month. Example: dd-MM-yyyy. For more information on how to set up the date/time format, refer to Custom date and time format settings.

Design data migration

To design a data migration from AX2012 to D365 FO, you can use the ODBC mapping generator. Using a Database connector with an ODBC connection to the AX2012 database, you can easily map the desired AX2012 tables to the related D365 FO tables.

Inbound web service process

The inbound web service process is used to receive a request from and send a response to an external application, via an inbound web service.

The inbound web service can be an IIS application or Azure Logic Apps. This inbound web service receives the HTTP requests from the external application.

Depending on the execution mode, the inbound web service process runs directly or asynchronously. When triggered, the inbound web service action runs the defined messages.

This flow shows a general overview of the inbound web service process when run directly (Run asynchronous = 'No').

When the web service action is triggered, the request message is run. Depending on the result and setup, also a response message or error message is run.

Inbound web service process - Asynchronous

The inbound web service process is used to receive a request from and send a response to an external application, via an inbound web service.

The inbound web service can be an IIS application or Azure Logic Apps. This inbound web service receives the HTTP requests from the external application.

Depending on the execution mode, the inbound web service process runs directly or asynchronously. When triggered, the inbound web service action runs the defined messages.
This flow shows a general overview of the asynchronous inbound web service process.

How an asynchronous inbound web service is processed, depends on the execution mode. These asynchronous execution modes are supported:

Asynchronous: When the web service action is triggered, directly a default response text is sent back to the inbound web service. Also, the request message is run. Several request messages can run in parallel. Usually, no response message and error message are defined.
Batch: When the web service action is triggered, directly a default response text is sent back to the inbound web service. The data, as received by the web service request, is stored in the Inbound web service staging table. These staging table records are processed in batch. The batch job runs the request message as defined for the applicable web service action. Usually, no response message and error message are defined.

Item counting

If you want to use EDI to receive item counts from a 3PL warehouse:

Set up the related document flow for the 3PL warehouse with the 'Warehouse - XML to Counting journal' message from the desired tutorial project.
Use this setup to receive item counting information through EDI messages.

Manage document record field setup - Internal documents

You have several options to manage the document record field setup for internal documents.
You can:

Change the sequence of the fields.
View where a field is used.
Clean up unused fields.
Create a related record.

Manage document record setup - EDI documents

You have several options to manage the document record setup for EDI documents.

You can:

Change the sequence of the records.
View where a record is used.
Define a range if you use qualifiers.
Validate the record setup.

Manage document record setup - External documents

You have several options to manage the document record setup for external file-based documents.

You can:

Change the sequence of the records.
View where a record is used.
Validate the record setup.

Manage document record setup - Internal documents

You have several options to manage the document record setup for internal documents.

You can:

Change the sequence of the records.
View the D365 FO table relations.
View where a record is used.
Check or change the table relations.
Define the data querying order.
Define the range of data to be queried.
Validate the record setup.

Manage document record setup - ODBC documents

You have several options to manage the document record setup for ODBC documents.

You can:

Change the sequence of the records.
View where a record is used.
Check or change the table relations.
Define the data querying order.
Define the range of data to be queried.
Validate the record setup.

Monitor and troubleshoot Service Bus dead letter data

If you use Azure Service Bus queues or topics to export data, you can monitor and troubleshoot the Service Bus dead letter data information on several specific pages.

Monitor and troubleshoot Service Bus import

If you use Azure Service Bus queues or topics to import data, you can monitor and troubleshoot the data import information on several specific pages.

Monitor EDI Delfor journal

Use the EDI Delfor journal to monitor the received EDI sales orders (Delfor).

The 'Sales (Delfor) - XML to EDI Delfor journal' message imports the received sales orders (Delfor) into the EDI Delfor journal.

These EDI Delfor journals are validated according to the applicable journal validation setup. If the applicable validation rules are:

Met, the EDI Delfor journal is automatically approved. The approved EDI Delfor journals are processed by the 'Sales (Delfor) - EDI Delfor journal to Order' message batch.
Not met, an error or warning is given. Before the EDI Delfor journal can be processed further, review the errors and warnings, and take appropriate actions.

Monitor EDI inventory order journal

Use the EDI inventory order staging journal to monitor the EDI inventory orders. If you use EDI inventory order staging, custom messages are required.

You can, for example, use staging in your EDI process for picking list registrations or product receipts. You can use these messages to import the received information into the EDI inventory order journal:

'XML picking list registration to EDI inventory order'.
'XML product receipt to EDI inventory order'.

The EDI inventory orders are validated according to the applicable journal validation setup. If the applicable validation rules are:

Met, the EDI inventory order is automatically approved. An approved EDI inventory order is processed by the applicable custom message. For example: 'EDI inventory order to picking list registration' or 'EDI inventory order to product receipt'.
Not met, an error or warning is given. Before the EDI inventory order can be processed further, review the errors and warnings, and take appropriate actions.

Monitor EDI purchase order confirmation journal

Use the EDI purchase order staging journal to monitor the EDI purchase order confirmations.

You always use staging in your EDI process for purchase order confirmation. The 'Purchase - XML to EDI confirmation' message is used to import the received purchase order confirmations into the EDI purchase order journal.

These EDI purchase order confirmations are validated according to the applicable journal validation setup. If the applicable validation rules are:

Met, the EDI purchase order confirmation is automatically approved. The approved EDI purchase order confirmations are processed by the 'Purchase - EDI confirmation to Order' message batch.
Not met, an error or warning is given. Before the EDI purchase order confirmation can be processed further, review the errors and warnings, and take appropriate actions.

Monitor EDI sales order journal

Use the EDI sales order staging journal to monitor the EDI sales orders.

If you use staging in your EDI process for sales orders, the 'Sales - XML to EDI order' message imports the received sales orders into the EDI sales order journal.

These EDI sales orders are validated according to the applicable journal validation setup. If the applicable validation rules are:

Met, the EDI sales order is automatically approved. The approved EDI sales orders are processed by the 'Sales - EDI order to Order' message batch.
Not met, an error or warning is given. Before the EDI sales order can be processed further, review the errors and warnings, and take appropriate actions.

Monitor file history

You can review and analyze the file history of message runs for messages with an Azure file storage connector. All actions that are done to the related file, are registered in the file history.

Registered file actions are the:

Standard file actions related to the Working, Archive, Error, and Split folders. For example, on import, a file is read from the Working folder and when successfully processed, it is moved to the Archive folder. Both the 'read' and the 'move' action are registered.
Additional file actions as set up for the Azure file storage connector.

You can monitor the file history from the Connectivity studio Integration operations workspace.

Monitor inbound web service history

Depending on how you run an inbound web service integration, you can monitor the integration on these levels:

Web service action
Message
File
Inbound web service staging table (only applicable if the asynchronous mode of the web service action is 'Batch')

To monitor an inbound web service integration, use the Connectivity studio Integration operations workspace.

Monitor message history

You can review and analyze the history of message runs that have run with errors. You can investigate these errors and take the appropriate actions to solve the errors. If the errors are solved, you can re-run the message run.

To monitor the message history, use the Connectivity studio integration operations workspace.

Monitor outbound queue

For messages and web service actions, you can use table events to track data changes. You can define, for each table, which table events are logged. The table events are logged in the data synchronization log. On processing the data synchronization log, based on the logged events, records are added to the outbound queue. On processing the outbound queue, for each record, the related message or web service action is run to export the applicable data.

When the outbound queue is processed, errors can occur. You can reset the outbound queue record status to New. For example, when running a web service action, the external web service can be down. As a consequence, running the related outbound queue records fails and these get the status Error. When the issue is solved, you can reset the status to New, And the next time the outbound queue is processed, these records are processed again.

This flow explains how to:

View the outbound queue.
Reset the outbound queue to rerun outbound queue records. Usually, you do so in case of any issue.

To monitor the outbound queue, use the Connectivity studio Integration operations workspace.

If the outbound queue does not run at all, the batch server can be down.

Monitor Service Bus data

If you use Azure Service Bus queues or topics to exchange data, you can monitor the data exchange information on several specific pages.

Monitor staging journal

In Connectivity studio, you can use the staging concept to validate data in an intermediate area before it is further processed. This is usually used to import data into D365 FO from another system. In this way, you can validate the data before it is written into the D365 FO database.

Use the staging journal to monitor the data validation.

One predefined generic staging journal table is available for Connectivity studio: 'BisStagingBufferOrderJournal'. Usually, you only use this generic table if you have a limited number of simple integrations. So, integrations that integrate one smaller table.

If you want to use staging for integrations with multiple tables or bigger tables, you are advised to develop a customized staging journal table instead of using the generic staging journal table.

This flow explains how to monitor staging journals using the generic staging journal table. You can monitoring a customized staging journal table in a similar way.

If the validations are not met, errors or warnings are reported in the staging journal. Usually, issues as shown in the staging journal are data related.

If it appears that issues are not data related, extend your issue investigation to the messages that import data to or export data from the the staging journal.

Picking list

If you want to use EDI to send picking lists to a 3PL warehouse:

Set up the related document flow for the 3PL warehouse with the 'Warehouse - Picking list to XML' message from the desired tutorial project.
Use this setup to send picking lists through EDI messages.

Picking list registration

If you want to use EDI to receive picking list registrations from a 3PL warehouse:

Set up the related document flow for the 3PL warehouse with the 'Warehouse - XML to Picking list registration' message from the desired tutorial project or a custom 'XML picking list registration to EDI inventory order' message.
Use this setup to receive picking list registrations through EDI messages.

Process data synchronization log process

When you process the data synchronization log, automatically several actions are done, and several decisions are made based on the applicable setup. This flow shows the automatically executed actions and decisions when the data synchronization log is processed.

Process EDI messages using AS2 - Inbound

You can use EDI studio to receive EDI message files from the AS2 web app. These EDI message files are stored in a general storage location. From the general storage location, these EDI message files must be distributed to specific storage locations from where the files can be processed by the applicable inbound messages.

Process EDI messages using AS2 - Outbound

You can use EDI studio to send EDI messages to the AS2 web app. The AS2 web app processes the data further to the web server of the EDI partner.

Set up the Process outbound message queue to process the outbound web service actions as set up for AS2.

Product receipt

If you want to use EDI to receive product receipt information from a 3PL warehouse:

Set up the related document flow for the 3PL warehouse with the 'Warehouse - XML to Arrival journal registration' message from the desired tutorial project or a custom 'XML product receipt to EDI inventory order' message.
Use this setup to receive product receipt information through EDI messages.

Purchase acknowledgement

If you want to use EDI to receive purchase order acknowledgments from a vendor:

Set up the related document flow for the vendor with the 'Purchase - XML to Acknowledgement' message from the desired tutorial project.
Use this setup to receive purchase order acknowledgements through EDI messages.

Purchase ASN

If you want to use EDI to receive packing slips from a vendor:

Set up the related document flow for the vendor with the 'Purchase - XML to Delivery' message from the desired tutorial project. This message is also known as an advance shipping notice (ASN).
Use this setup to receive packing slips through EDI messages.

Purchase confirmation

If you want to use EDI to receive purchase order confirmations from a vendor:

Set up the related document flow for the vendor with the 'Purchase - XML to EDI confirmation' message from the desired tutorial project.
Use this setup to receive purchase order confirmations through EDI messages.

Purchase invoice

If you want to use EDI to receive purchase invoices from a vendor:

Set up the related document flow for the vendor with the 'Purchase - XML to Invoice' message from the desired tutorial project.
Use this setup to receive purchase invoices through EDI messages.

Purchase order

If you want to use EDI to send purchase orders to a vendor:

Set up the related document flow for the vendor with the 'Purchase - Order to XML' message from the desired tutorial project.
Use this setup to send purchase orders through EDI messages.

Receipts list

If you want to use EDI to send receipts lists to a 3PL warehouse:

Set up the related document flow for the 3PL warehouse with the 'Warehouse - Receipts list to XML' message from the desired tutorial project.
Use this setup to send receipts lists through EDI messages.

Run integration

You can run an integration on these levels:

Project: All related tasks are run. And for each task, all related messages are run.
Task: All related messages are run.
Message: Only used if an individual message must be run.
Data synchronization: The data synchronization setup of the message defines which records are processed.

Run message from a button

You can use button on a form to run a message. You can add a button to a form in these ways:

Dynamic button
Use a dynamic button to manually start a message from a form. To add a dynamic button, no coding is required.
Action menu item
Use a custom action menu item to manually start a message from a form. To add an action menu item, custom coding is required.

Run outbound web service

An outbound web service action can only be triggered by D365 FO. When triggered, the outbound web service action automatically runs the defined messages.

You can run an outbound web service action on these levels:

Project: All related tasks are run. And for each task, all related web service actions are run.
Task: All related web service actions are run.
Web service action: Only used if an individual web service action must be run.
Data synchronization: The data synchronization setup of the web service action defines which records are processed.

Run web service action from a button

You can use button on a form to run an outbound web service action. You can add a button to a form in these ways:

Dynamic button
Use a dynamic button to manually start an outbound web service action from a form.
Action menu item
Use a custom action menu item to manually start an outbound web service action from a form. For the action menu item, custom coding is required.

Sales acknowledgement

If you want to use EDI to send sales order acknowledgments to a customer:

Set up the related document flow for the customer with the 'Sales - Acknowledgement to XML' message from the desired tutorial project.
Use this setup to send sales order acknowledgements through EDI messages.

Sales ASN

If you want to use EDI to send sales packing slips to a customer:

Set up the related document flow for the customer with the 'Sales - Delivery to XML' message from the desired tutorial project. This message is also known as an advance shipping notice (ASN).
Use this setup to send sales packing slips through EDI messages.

Sales confirmation

If you want to use EDI to send sales order confirmations to a customer:

Set up the related document flow for the customer with the 'Sales - Confirmation to XML' message from the desired tutorial project.
Use this setup to send sales order confirmations through EDI messages.

Sales invoice

If you want to use EDI to send sales invoices to a customer:

Set up the related document flow for the customer with the 'Sales - Invoice to XML' message from the desired tutorial project.
Use this setup to send sales invoices through EDI messages.

Sales order

If you want to use EDI to receive sales orders from a customer:

Set up the related document flow for the customer with the 'Sales - XML to EDI order' message or the 'Sales - XML order to Order' message from the desired tutorial project.
Use this setup to receive sales orders through EDI messages.

Search for document flow: Customer

To be able to process a message, an applicable document flow and its related setup must exist. The moment the applicable document flow and setup is checked, is defined by inbound messages process and outbound messages process.

In the document flow search, the origin of the message plays a key role. The document flow setting on the origin defines which document flows can be searched for.

This diagram shows the document flow search process if the document flow setting of the origin is 'Customer'.

Note: An EDI party can have an EDI group defined. When searching for a document flow, if no document flow exists for the EDI party and origin, a document flow for the EDI group and origin is searched for.

Search for document flow: Customer + legal entity

In the document flow search, the origin of the message plays a key role. The document flow setting on the origin defines which document flows can be searched for.

This diagram shows the document flow search process if the document flow setting of the origin is 'Customer + legal entity'.

Search for document flow: Vendor

In the document flow search, the origin of the message plays a key role. The document flow setting on the origin defines which document flows can be searched for.

This diagram shows the document flow search process if the document flow setting of the origin is 'Vendor'.

Search for document flow: Warehouse

If you exchange EDI messages with 3PL warehouses, in the search for the applicable document flow, the warehouse is the key. The document flow must have the account code 'Warehouse'. So, in this case, the origin is not used.

This diagram shows the document flow search process for 3PL warehouse EDI messages.

Set up 3PL messages document flows

This flow explains how to set up the document flows for EDI messages that a seller or buyer can send to or receive from a 3PL warehouse.

Set up AS2 - Inbound

You can use EDI studio to receive EDI message files from the AS2 web app. To be able to do so, some specific setup is required. Key in the setup is the inbound definition.

To receive EDI messages using the AS2 protocol, first the AS2 web app is run. This app stores the EDI message files in a general storage location. On this general storage location, the inbound definitions are run in recurring mode (Process AS2 inbound queue). During this process, this data is searched for in an EDI message file:

Type: The EDI message type of the data in the file. For example, 'Order' or 'Invoice'.
Recipient: The data in the file that indicates to which company in D365 FO the data must be imported. For example, the GLN.

Based on this data, the file is moved to a specific storage location for further processing. From this specific storage location, the file is processed with an inbound message.

You can use the AS2 - Inbound process, for example, to import data that must be processed by different messages, based on specific field values.

Set up AS2 - Outbound

You can use EDI studio to send EDI messages using the AS2 web app. To be able to do so, some specific setup is required.

Set up AS2 Key Vault

When you use the AS2 web app, you need a key vault to set up the secrets and certificates that are required to run the AS2 web app.

Set up Azure file storage connector

Set up a connector of type Azure file storage. Use this type to exchange data files between your D365 FO environment (on-cloud or on-premises) and another environment, for example an on-premises environment.

With the Azure file storage type connector, you can exchange these external file-based documents: EDI, Fixed text, Microsoft Word, Microsoft Excel, Text, XML, JSON.

You can exchange data files using:

Azure File Storage: You can use an Azure Storage Account to exchange data files between your D365 FO environment (on-cloud or on-premises) and another environment, for example an on-premises environment.
Local folders: If you use Connectivity studio on a D365 FO (on-premises) environment, you can choose to use local Windows folders to exchange data files.

Set up Azure Service Bus for ODBC connection

You can connect D365 FO to an external on-premises database. If you connect to an external on-premises database, you must connect through firewalls. With Connectivity studio, you can connect to an external on-premises database using an Azure Service Bus.

To establish a connection between an external on-premises database and D365 FO with Connectivity studio, these elements must be in place:

Azure Service Bus namespace.
BIS Azure Service Bus client installed on the external on-premises server.
Data Source Name (DSN) on external on-premises server.
Database connector and ODBC document in Connectivity studio on D365 FO.

This picture gives an architectural overview of the Azure Service Bus solution in Connectivity studio with the required elements. (Note: The numbers in the picture correspond with the before-mentioned element numbers.):

Prerequisites to establish this connection:

Azure subscription.
D365 FO with Connectivity studio installed.
External on-premises server and database.

Set up Azure Storage for Azure file storage connector

You can use an Azure Storage Account to exchange data files between your D365 FO environment (on-cloud or on-premises) and another environment, for example an on-premises environment.

Set up buyer messages document flows

This flow explains how to set up the document flows for EDI messages that a buyer can send to or receive from a seller.

Note: Based on the outbound document flows as defined for a vendor, on the purchase order header, in the EDI section, options are selected. These options indicate which document flows apply to the purchase order. Usually, you do not change these settings. However, if required, you can switch off a document flow for a purchase order.

Set up D365 FO document

Use a D365 FO document to read data from or write data to D365 FO.

Set up data synchronization for message

On export of data, the data synchronization setup defines which records are processed.
Data synchronization only applies to messages with an internal document as source document.
You can use these types of data synchronization:

Type	Description
All	This is the standard data synchronization. All records that are found, based on the source document setup, are exported. No data synchronization setup is required for this.
Table events	You can use table events to log data changes. You can define, for each record, which table events are logged. The table events are logged in the Data synchronization log. From here, the logged entries must be processed further to the Outbound message queue. Process the outbound message queue to run the messages to export the records.
Date range	You can use a date range to export only the records that are changed or added since the latest message run.

Set up data synchronization for outbound web service action

On export of data with an outbound web service action, the data synchronization setup defines which records are processed.
Data synchronization only applies to the request message of the outbound web service action.

Note: The request message also can have data synchronization set up. This setup is overruled by the outbound web service data synchronization setup.

You can use these types of data synchronization:

Type	Description
All	This is the standard data synchronization. All records that are found, based on the source document setup, are exported. No data synchronization setup is required for this.
Table events	You can use table events to log data changes. You can define, for each record, which table events are logged. The table events are logged in the Data synchronization log. From here, the logged entries must be processed further to the Outbound message queue. Process the outbound message queue to run the messages to export the records.
Date range	You can use a date range to export only the records that are changed or added since the latest outbound web service action run.

Set up Database connector

Set up a connector of type Database. Use this type to directly connect to an external database. This external database can be an on-premises database or a cloud database.
If you want to connect to an external database via ODBC and you run D365 FO:

In the cloud, use an Azure Service Bus to connect to the external database.
On-premises, you can connect to the external database without an Azure Service Bus.
On-premises, you can also connect without an Azure Service Bus and additionally use Direct SQL to export data to the external database.

You can also directly connect to an Azure SQL database.

Set up document flows

For each EDI message that you want to send or receive, a document flow must be set up in a specific way.

Set up EDI document

Use an EDI document to read data from or write data to a file if you use EDIFACT or ANSI X12 for your EDI. The data in the file is structured in line with these standards.

You can use an EDI type to indicate which EDI standard is used for the EDI document. For example, EDIFACT or ANSI X12.

For each EDI type, you can set up qualifiers for an EDI segment.

Set up EDI for customer

Before you can exchange EDI messages with a customer, set up:

The EDI party setup for the customer.
Optionally, additional address GLN codes for the customer.
Document flows for the required seller EDI messages.

Set up EDI for vendor

Before you can exchange EDI messages with a vendor, set up:

The EDI party setup for the vendor.
Optionally, additional address GLN codes for the vendor.
Document flows for the required buyer EDI messages.

Set up EDI for warehouse

Before you can exchange EDI messages with a 3PL warehouse, set up:

The EDI party setup for the 3PL warehouse.
Optionally, additional address GLN codes for the 3PL warehouse.
Document flows for the required 3PL EDI messages.

Set up EDI type and qualifiers

You can use an EDI type to indicate which EDI standard is used. For example, EDIFACT or ANSI X12. This is used for informational purposes only.

For each EDI type, you can set up qualifiers for an EDI segment.

Set up EDI validations

If you use staging in your EDI process, the received messages are stored in a staging journal. On insert of the message into the staging journal, the applicable journal validations are done.

To define these validations, you set up:

Validation rules
Journal validations

Set up external documents - File based

Use an external file-based document to define the data model of the external source or target with which you want to exchange data.

The available file-based external document types are:

Document type	Description
XML	Use an XML document to exchange data in XML format without the need to code. With a document of type XML, you can read data from or write data to an XML file.
JSON	Use a JSON document to exchange data with an application that uses data-object notation. With a document of type JSON, you can read data from or write data to a JSON file.
Text	Use a Text document to read data from or write data to a file with field and line separators. For example, a CSV file.
Fixed text	Use a Fixed text document to read data from or write data to a file with defined start positions and lengths for fields.
EDI	Use an EDI document to read data from or write data to a file if you use EDIFACT or ANSI X12 for your EDI.
Microsoft Excel	Use a Microsoft Excel document to read data from or write data to a Microsoft Excel file (XLSX).
Microsoft Word	Use a Microsoft Word document to write data to Microsoft Word document (DOCX) using a template.

Set up external documents - ODBC

Use an ODBC document to define the data model of the external source or target with which you want to exchange data. You can exchange data with an external database via ODBC or with an external Azure SQL database.

Set up field mapping

The message is the carrier for all the information that is needed for the integration. On the field mapping you define which target document record fields are mapped to which source document record fields. The resulting field mapping is used to get the right data from the source and get it in the right format to the right place in the target.

Set up field mapping - Advanced

For each field mapping, you can define several advanced settings. You can set up:

Conditions
Type conversions
Transformations
Options
Company-specific field mapping

Note: A field mapping without any advanced settings gives a better performance. So, the more advanced settings, the more time it takes to execute the field mapping.

Set up file action - Email

You can use the Email file action to exchange files with email.
If the direction is:

Source, before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the Working folder.
Target, after the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email.

These email options are available:

Exchange server: To send or receive files using a Microsoft Exchange server.
IMAP server: To receive files using an IMAP server.
SMTP server: To send files using an SMTP server.
D365FO email: To send files using the email setup as defined in D365FO.

Set up file actions for Azure file storage connector

With a Azure file storage connector, you exchange files between your D365 FO environment and another environment via an Azure file share or a local folder. If the other environment has no access to the Azure file share or local folder, you can use file actions to transfer the files to a location where the other environment can access the files.

Each file action has one direction. The file action direction defines when the action is applicable. If the direction is:

Source, the file action is done:
- Only if the connector is used as source connector on a message.
- Before the message is run.
Target, the file action is done
- Only if the connector is used as target connector on a message.
- After the message is run.

The file actions are done in the sequence as shown in the grid. To put the file actions in the correct sequence, use Move up and Move down.

Set up Fixed text document

Use a Fixed text document to read data from or write data to a file with defined start positions and lengths for fields.

Set up inbound web service - Azure App Service

If you want to run the inbound web service application in the cloud, use an Azure App Service.

Set up inbound web service - Azure Logic Apps

Instead of an Azure App service, you can use other applications to run an inbound web service in the cloud. An often-used alternative is an Azure Logic App.

This topic explains globally how to set up the web service using Azure Logic App. For more information on Azure Logic Apps, refer to Azure Logic Apps documentation.

Set up inbound web service - IIS application

If you want to run the inbound web service application on premise, use the predefined IIS application.
You can use the IIS application to route external HTTP requests to the applicable inbound web service actions in D365 FO.

Prerequisites:

Before you set up the IIS application, make sure:

The on-premises server has Internet Information Services installed and .NET 4.6 (or higher).
A D365 FO environment with Connectivity studio installed runs in the cloud or on premises.

Set up inbound web services

You can use the inbound web service process to receive a request from and send a response to an external application, via an inbound web service. To manage the inbound web service process, set up an inbound web service action.

Set up internal documents

Use an internal document to define the data model of the internal D365 FO source to read data from or D365 FO target to write data to.

The available internal document types are:

Document type	Description
D365 FO	Use a D365 FO document to read data from or write data to D365 FO.
Journals	Use the journal documents to write journal data to D365 FO.
Staging	Use a Staging document to read data from or write data to the staging table.

Set up journal documents

Use the journal documents to write journal data to D365 FO journals.

Set up JSON document

Use a JSON document to exchange data with an application that uses data-object notation.

With a document of type JSON, you can read data from or write data to a JSON file.

Set up message

Use messages as the carriers that transport data from a source to a target, based on the mapping as defined on the message.

On a message you define:

The source information: the connector and document that is used for the data source.
The target information: the connector and document that is used for the data target.
The record mapping and field mapping that define which data goes where in which format.

This flow explains how to set up the message header.

Set up messages

Use messages as the carriers that transport data from a source to a target, based on the mapping as defined on the message.

On a message you define:

The source information: the connector and document that is used for the data source.
The target information: the connector and document that is used for the data target.
The record mapping and field mapping that define which data goes where in which format.

Set up Microsoft Excel document

Use a Microsoft Excel document to read data from or write data to a Microsoft Excel file (XLSX).

Set up Microsoft Word document

In Connectivity studio, use a Microsoft Word document to write data to a Microsoft Word document (DOCX) using a Microsoft Word template (DOTX).
With a Microsoft Word document, you can, for example, add data to text, include contract text, support multi-language output, or include product attributes or specifications. In this way, you can, for example, generate invoices or contracts with the style texts as defined in the template.

Set up ODBC document

Set up outbound web service - Azure Logic Apps

Instead of an external web service managed by an external application, you can use other applications as outbound web service in the cloud. An alternative application is an Azure Logic App.

This topic explains globally how to set up the web service using Azure Logic App. For more information on Azure Logic Apps, refer to Azure Logic Apps documentation.

Set up outbound web services

You can use the outbound web service process to request data from an external application and to process the response in D365 FO, via an external web service. To manage the outbound web service process, set up an outbound web service action.

Set up record mapping

The message is the carrier for all the information that is needed for the integration. On the message record mapping, you define for each target document record the mapped source document record.

Set up secret references

You can create secret references to store secrets at a central place in Connectivity studio. Wherever you need a secret in Connectivity studio, you can use a secret reference.

Benefits of using secret references are:

One place to maintain secrets. For example, you can use a secret in several connectors. If the secret expires, you only update the secret reference instead of updating the secret separately for each applicable connector.
When you use a secret reference, the secret is not shown or visible where the secret is applied. The secret is also not visible when you export or import project configurations.

You can use secret references for:

Azure storage setup (Connectivity studio parameters)
Database connector
Azure file storage connector
File actions (Azure file storage connector)
Blob storage connector
SharePoint connector
Service Bus queue connector
Web service application (Project)
Web service action attributes

Note: You can only use secret references if the the Display secret field of the Connectivity studio parameters is set to 'Secret reference' or 'Both'.

Set up seller messages document flows

This flow explains how to set up the document flows for EDI messages that a seller can send to or receive from a buyer.

Note: Based on the outbound document flows as defined for a customer, on the sales order header, in the EDI section, options are selected. These options indicate which document flows apply to the sales order. Usually, you do not change these settings. However, if required, you can switch off a document flow for a sales order.

Set up Service Bus queue connector

Set up a connector of type 'Service Bus queue' to exchange information via an Azure Service bus queue or topic.

The 'Service Bus queue' connector supports these Service Bus entities:

Queue: Queues provide First In, First Out (FIFO) message delivery to one or more competing consumers. That is, receivers typically receive and process messages in the order in which they were added to the queue. And only one message consumer receives and processes each message.
Topic and subscriptions: Topics and subscriptions provide a one-to-many form of communication in a publish and subscribe pattern. It's useful for scaling to large numbers of recipients. Each published message is made available to each subscription registered with the topic. Publisher sends a message to a topic and one or more subscribers receive a copy of the message, depending on filter rules set on these subscriptions.

For more information, refer to Service Bus queues, topics, and subscriptions.

Set up Staging document

Use a Staging document to read data from or write data to the staging table.

Set up Text document

Use a Text document to read data from or write data to a file with field and line separators. For example, a CSV file.

Set up XML document

Use an XML document to exchange data in XML format without the need to code.

With a document of type XML, you can read data from or write data to an XML file.

Test AS2 inbound definition setup

If you have set up an inbound definition, you can test it.

To test an inbound definition, first make sure a test file is available in the Working folder as defined by the connector of the inbound definition.

Troubleshooting connectors

When a message does not run successfully, you can troubleshoot the related source connector and target connector.

You have several options to troubleshoot a connector. You can, for example:

Validate the connector setup.
Solve a connection issue for an Azure file storage connector.

Common issues on the connector are:

Connection issue to folder for Azure file storage connector:
- Test the connection. To do so, on the Connectors page, in the Action Pane, on the Development tab, click Test connection.
- Verify the connector properties: Share, User name, Password.
- Verify the folder setup, like Work and Archive. Do these folders exist in the file system? Are these folders defined correctly on the connector? You can use the File explorer to quickly access and view the share as defined for the Azure file storage connector. To open the File explorer, on the Connectors page, in the Action Pane, on the Development tab, click File explorer.
Connection issue on Database connector:
- Test the connection. To do so, on the Connectors page, in the Action Pane, on the Development tab, click Test connection.
- Verify the Azure Service Bus settings on the connector, in case of an ODBC connection.
- Verify the ODBC data source settings on the connector, in case of an ODBC connection.
- If applicable, verify the direct SQL settings on the connector.

Troubleshooting documents

When a message does not run successfully, you can troubleshoot the related source document and target document.

When a document is used in a message run, based on the document setup, a query is created that reads the data.

You have several options to troubleshoot a document. You can, for example:

Validate the document setup.
Test a document.

Common issues on the document are:

No files are read from the Work folder: Check the read settings on the document header.
Missing data in export: Verify the setting of these fields on the record setup: 'Join mode' and 'Combine with parent record'. For more information, refer to this blog.
No records are processed: Verify the range as set up for document records.

Troubleshooting messages

When a message doesn't run successfully, you can troubleshoot the message.

You have several options to troubleshoot a message. You can, for example:

Validate the message setup.
Run a message for testing and troubleshooting purposes.
Analyze the message history.
Analyze the file history, if the message has an Azure file storage connector with file actions.
Analyze the tracer, if you have used the tracer on the message run.

Common issues on the message are:

Field mapping sequence: Make sure the fields are mapped in the same sequence as shown on the related form in D365 FO.
Mapping conditions and field conditions: Conditions limit the records that are processed. So, if records are skipped unexpectedly, check if conditions are defined.
Key field setup: Key fields are used to find and update records. If records are not updated unexpectedly, verify if the correct fields are marked as key fields.

Troubleshooting web services

When a web service action doesn't run successfully, you can troubleshoot the web service action.

You have several options to troubleshoot a web service action. You can, for example:

Validate the web service action setup.
Test an outbound web service action.
Test an inbound web service action.

Use EDI tutorial

To have a quick start with the EDI setup, you can use the EDI tutorials. These tutorials have several pre-defined EDI messages with related setup. The related setup includes, for example: the project, the source and target connectors, and the source and target documents.

EDI tutorial projects are available for these purposes:

Standard EDI integration. Available as resources.
TIE Kinetix specific EDI integration. Available as download.

You can import the EDI tutorials by importing the related projects.

Use form mapping

For a message, you can generate the record mapping and field mapping based on an external document and a recording of the applicable forms and fields in D365 FO.

The form mapping recording also records the data structure of the mapped D365 FO fields.

You can use this, for example, as a starting point for the message record mapping and field mapping.

Validate connectivity setup

If you open a form or save (changes to) the setup of a key element in Connectivity studio, the setup is validated automatically. If errors are found in the setup, an error icon is shown. You can click the icon to show the related error messages.

You can also manually start an automated test to check for errors in the setup. As a result, the found errors are shown. Also, the error icons are shown where applicable.

When errors are found, you can try to fix these errors automatically.

You can check and auto-fix errors for these key elements in Connectivity studio:

Key element	Check
Projects	When automatically checked, only the project setup is checked, and not the related setup like messages and connectors. When started manually, the full project setup is checked.
Documents	The document setup is checked, including the document records setup.
Document records	Only the document records setup is checked.
Messages	The message setup is checked, including the data synchronization setup and message mapping.
Message - Data synchronization setup	Only the data synchronization setup is checked.
Message mapping	Only the message mapping is checked.
Message business events	A check is done if a business event is created for the message business event. Also, a check is done if the target fields and source fields match with the related document setup.
Connectors	Only the connector setup is checked.
Web services	The web service setup is checked, including the data synchronization setup.
Web service - Data synchronization setup	Only the data synchronization setup is checked.

In this flow, in the activity steps, as an example, the validation is done for documents.