Dynamics 365 Finance

The DATABASICS Time & Expense Reporting system integrates to Dynamics 365 Finance to support time and expense accounting.

Each D365 Finance entry module specific outbound specification from DATABASICS is outlined in separate sub-sections, as follows:

• Journal - labor and expense accounting details

• Vendor Invoice Journal - expense accounting, vendor payables

D365 Finance Plugins and Extensions

The D365 AppSource offers many functionality and industry specific plug-ins and extensions. These can add value for integration purposes, and DATABASICS works with customers to allow leveraging this enhanced functionality in support of their requirements.

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.

Integration methods

Data flow inbound to and outbound from DATABASICS is managed using the DATABASICS Import / Export utility.

In a D365 Finance integration data can be read directly 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.

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

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

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.