Knowledge Base
Creating a Dynamics 365 Finance Bulk Data Source
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- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Dynamics 365 Finance Lookup
- Setting up an Integration to Dynamics 365 Finance and Operations
- Creating a Dynamics 365 Finance Bulk Data Source
- Connecting to Dynamics 365 Finance using an OAuth Token
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Creating a Dynamics 365 Finance Bulk Data Source
- From the main Navigation Menu, select Data Sources>>Bulk Sources>>Query.
- On the Query Data Sources page, click the Create Bulk Query button.
- On the New Query Data Source page, Select Dynamics Finance & Operations OData Query.
- Enter a Name for the Dynamics Finance & Operations query.
- Select an existing Connection to Dynamics Finance & Operations.
- Check “All Companies” if the source should get data from every company.
- Select the Dynamics Finance & Operations Company/Companies to connect to. The default company from the selected connection will automatically be populated.
- Select the Service/Services that the data source will be using.
- Select fields for the service/services selected. If multiple services were selected, then make sure to select fields for both services.
- Once fields have been selected for both services, the edit query button will be enabled. (Note: Edit query will only be enabled if two or more services were selected.)
- To filter the selected services, click the clipboard next to each service.
- Click Validate, to validate the source setup.
- If you want to preview the source data, click Preview.
- Click Save to save the data source.
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