OK, I admit it.
I've spent a large portion of my Christmas break implementing Briware Solutions on Dynamics 365 for Financials.
Don't worry. I am still a huge proponent of Dynamics GP, and the GP related content you've come to love isn't going away. As I said in my previous article on the subject, I don't see Dynamics 365 as an upgrade to Dynamics GP - but it sure has some nice features for the right clients.
While I was going through the features and playing with them with my business in mind, I realized that there are a couple of gaps for me:
- There's no payroll module yet. I currently process my payroll through the Canadian Payroll module in Dynamics GP.
- The Project module isn't quite as robust as the solution I currently use. I use the Jovaco Project Suite and Planning and Control modules for Dynamics GP. Sure, I'm killing a mouse with a bazooka but my staff, my customers, and I have gotten used to the level of detail and control it offers.
In my role as a Dynamics GP consultant, if a customer told me that they had a process that was being managed in another system and they wanted the data to flow to GP, my answer would be immediate and simple.
Off I went to the
Setting up the Dynamics 365 Connector
The version of SmartConnect that I upgraded to was 188.8.131.52. I'm not sure if Dynamics 365 for Financials was there earlier, but I know who could answer that for you.
After the upgrade has been applied, log in to SmartConnect and select Setup from the Setup Menu.
This will open (believe it or not) the SmartConnect Setup window. When the window opens, the Connector Setup tab should be selected by default, and the very first option - at least in my version - is Dynamics NAV/365 Financials Connector. Select this one and click on Connector Setup.
The Dynamics NAV / 365 Financials Connector window should open.
In the Authentication Type field, select Dynamics 365 Financials. Now if you're like me, you might be curious where to find all of the remaining values. Luckily for you, there's this post. Luckily for me, there's Chris Hanson from eOne Solutions. In the Service URL field, I tried a number of variations on the address that I use to log in to Dynamics 365 for Financials and kept receiving a not found error. Whenever I have an issue with SmartConnect, I always try reaching out to Chris first and he has yet to let me down.
Even though it was the holiday season and the team at eOne had enjoyed a team party the night before, Chris sent me
In the Service URL field, you should be able to enter the following address: https://YourInstance.financials.dynamics.com:7047/MS/WS. Everything from before the :7047 is actually the start of the address that you are logging into Dynamics 365 with.
To get the User Name and Password, you need to log in to Dynamics 365. Go to Company Settings -> Users, and select the Administrative user from the list.
Click the elipses button to the right of the User Name, and select Edit.
The user name for the Dynamics 365 adapter is in the User Name field on the User card. The password for the connector is the value in the Web Service Access Key field. If your Web Service Access Key is blank, click on the > button to the right of the field to create one.
Depending on your company policies regarding security, either select Key Never Expires or enter an expiration date for the key. Because of how I intend to use it, I chose to have the key not expire. Either way, click OK when you're done.
Now you have the User ID and Password you need for the connector setup! Back in SmartConnect, make sure that you enter them in both of the User ID and Password fields. Select a company from the Default Company list and click Save. That's it, you should now be able to create SmartConnect Maps where Dynamics 365 is either the Source or the Destination!
Exposing New Services
Once I had the connector set up, I decided to build an integration to import invoices from my billing system into Dynamics 365. Creating a new map and setting up the data source hasn't changed at all, so I won't bore you with those details. However, when I selected Dynamics NAV/365 Financials as my destination type and then opened the Service Name list, there wasn't any reference to Sales Transactions.
As it turns out, I was able to figure this one out pretty quickly. Back in Dynamics 365, click on the Search button () and enter web services in the search box.
Select Web Services from the list.
Click on New to add a new web service. In my case, I want to add Sales Invoices and Sales Credit Memos. These are both Pages in Dynamics 365 speak, so I am going to select Page in the Object Type Field. Next, click on the ellipses button in the Object ID Field and scroll down until you find the page you are looking for.
Once you have selected your page, tab out of the field and type in a Service Name. Since none of the other service names had spaces in them, I didn't put spaces in mine either. That might not be a technical thing. Finally, click on the Published checkbox. Once you tab off off the line, the OData address will be populated and you'll know you've done the right thing.
After I added the 2 pages I needed to add, my list looks like this:
And SmartConnect Looks like this:
Once I got this far, I was able to successfully build an integration to import AR Invoices from my billing system into Dynamics 365. I won't bore you with those details, but I promise it worked!
If you'd like some help integrating external data into your Dynamics 365 for Financials system ,
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