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The integrations will be similar to what is outlined here, but with adjustments made to facilitate for the customer’s and the specific plugin’s or extension’s requirements, including enhanced process functionality and custom fields / dimensions.
Inbound Data to DATABASICS
In a bi-directional integration Demographic (Organization) and Project (WBS) data typically originates in D365 Finance and is imported to DATABASICS to support valid data in the outbound flows.
Organization Structure
In a D365 Finance integration the DATABASICS Organization structure is mapped to the demographic dimensions utilized by the customer, typically consisting of one or more of the following:
Company
Location
Resource Group
Vendors - supporting reimbursement through Accounts Payable if included
Cost Rates - supporting project cost accounting solution if included
Employee / Resource
The Employee typically has one or more of the following properties:
Employee ID
Vendor ID
Employee First and Last Name
Home Company
Employee Type - supporting entry validation (e.g. OT) if included
Email address
Manager ID - supporting approval requirements if included
Hire Date
Termination Date
Work Breakdown Structure
In a D365 Finance integration the DATABASICS Work Break Down Structure is mapped to the activity dimensions utilized by the customer typically consists of one or more of the following:
Customer
Job / Project
Task
Work Order
Global / Custom Dimensions
Bill Rate - supporting billing if included
The dimensions utilized, in turn may have attributes and properties supporting customer’s specific requirements that can also form part of the DATABASICS data set, including:
Project / Task Type
Owning Company
Resource Assignment
Manager ID - supporting approval requirements if included
Start Date
End Date
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Integration methods
Data flow inbound to and outbound from DATABASICS is managed using the DATABASICS Import / Export utility.
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In a D365 Finance integration data can be read directly from from exposed pages and fields as defined by the customer using Open Data Protocol (ODATA) webservice, or the customer can provide flat files with data, according to agreed specifications.
The loads will validate to make sure all the required fields are provided in order for the employee to be active in DATABASICS.
Synchronous service (OData webservices Pull)
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Files must be provided according to agreed specifications, loads can be scheduled according to requirement (e.g. weekly, daily, hourly), or manually triggered on an as needed basis.
Inbound Data to DATABASICS
In a bi-directional integration Demographic (Organization) and Project (WBS) data typically originates in D365 Finance and is imported to DATABASICS to support valid data in the outbound flows.
The loads will validate to make sure all the required fields are provided in order for the data elements to be active in DATABASICS.
Organization Structure
In a D365 Finance integration the DATABASICS Organization structure is mapped to the demographic dimensions utilized by the customer, typically consisting of one or more of the following:
Company
Location
Resource Group
Vendors - supporting reimbursement through Accounts Payable if included
Cost Rates - supporting project cost accounting solution if included
Employee / Resource
The Employee typically has one or more of the following properties:
Employee ID
Vendor ID
Employee First and Last Name
Home Company
Employee Type - supporting entry validation (e.g. OT) if included
Email address
Manager ID - supporting approval requirements if included
Hire Date
Termination Date
Work Breakdown Structure
In a D365 Finance integration the DATABASICS Work Break Down Structure is mapped to the activity dimensions utilized by the customer typically consists of one or more of the following:
Customer
Job / Project
Task
Work Order
Global / Custom Dimensions
Bill Rate - supporting billing if included
The dimensions utilized, in turn may have attributes and properties supporting customer’s specific requirements that can also form part of the DATABASICS data set, including:
Project / Task Type
Owning Company
Resource Assignment
Manager ID - supporting approval requirements if included
Start Date
End Date