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In a D365 Finance integration data can be read directly from from and written to exposed pages and fields as defined by the customer using Open Data Protocol (ODATA) webservice, . Alternatively or the customer can provide flat files with data, according to agreed specifications.
Synchronous service (OData webservices Pull)
We can use the DATABASICS import / export utility to read data directly from exposed pages and field as identified by the customer. Using the direct pull solution provides the organization and project data, and refreshes the data in DATABASICS for new records and existing records without the need for an intermediary step.
An agreed specification will outline what data to import from where, mapping the D365 Finance data to DATABASICS.
Example employee profile specification, with exposed fields on link: https://api.businesscentral.dynamics.com/<version_and_URLid>/ODataV4/Company('<Company_ID>')/Resource_Card
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D365 Finance Field
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DATABASICS Data field
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No.
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EMPLY_ID
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Primary key
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Name
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N_FIRST
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First Name
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Name
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N_LAST
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Last Name
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Resource Group
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DEPT_CODE
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Home Cost Center
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EMAIL1
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Used for login and notifications
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Employment Date
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START_DATE
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Used for access control, as well as tenure based logic for leave management if applicable
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Termination Date
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END_DATE
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Used for access control, as well as foundation for final balance reporting for leave management if applicable
Asynchronous integration (Data Push to DATABASICS)
Flat files can be imported into DATABASICS from a dedicated SFTP site: more information here
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
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Project / Task Type
Owning Company
Resource Assignment
Manager ID - supporting approval requirements if included
Start Date
End Date
Synchronous service (OData webservices Pull)
We can use the DATABASICS import / export utility to read data directly from exposed pages and field as identified by the customer. Using the direct pull solution provides the organization and project data, and refreshes the data in DATABASICS for new records and existing records without the need for an intermediary step.
An agreed specification will outline what data to import from where, mapping the D365 Finance data to DATABASICS.
Example employee profile specification, with exposed fields on link: https://api.businesscentral.dynamics.com/<version_and_URLid>/ODataV4/Company('<Company_ID>')/Resource_Card
D365 Finance Field | DATABASICS Data field |
|
No. | EMPLY_ID | Primary key |
Name | N_FIRST | First Name |
Name | N_LAST | Last Name |
Resource Group | DEPT_CODE | Home Cost Center |
EMAIL1 | Used for login and notifications | |
Employment Date | START_DATE | Used for access control, as well as tenure based logic for leave management if applicable |
Termination Date | END_DATE | Used for access control, as well as foundation for final balance reporting for leave management if applicable |
Asynchronous integration (Data Push to DATABASICS)
Flat files can be imported into DATABASICS from a dedicated SFTP site: more information here
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.