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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.
Asynchronous service is also offered.
An agreed specification will outline what data to import from where, mapping the D365 BC data to DATABASICS.
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D365 BC Field | DATABASICS Data field |
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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 |
Connecting To Dynamics 365 Business Central
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Select Connections from the menu.
From the Connections page select Create to open the Create a connection dialog.
Select the Connector from the list to open the Connection dialog, and then enter the following information for this Connection:
Name — This can be any meaningful name, up to 25 characters.
Alias — An alias for this Connection name. The alias is generated from the Connection name, and can be up to 25 characters. The Connection alias can include letters, numbers, and underscores. Spaces and special characters are not accepted. You can change the alias.
OData Service URL — The address of any acceptable URL where the Dynamics 365 Business Central / NAVOData service is located.
User — The name of the user who has rights to access Dynamics 365 Business Central / NAVOData, if your Dynamics 365 Business Central / NAVOData service requires authentication.
Password — The password, if your Dynamics NAVOData service requires authentication.
Note: If you are connecting to Dynamics 365 Business Central, you must enter your Web Service Access Key in the Password field NOT your password.
Company Name — Name of the Dynamics 365 Business Central / NAV Company to access. This field is optional. If left blank, Dynamics 365 Business Central / NAV returns the default company.
Select Test to ensure that the agent can connect to your database. Be sure to test the Connection against all agents that use this Connection.
Select OK to save the Connection.
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