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Field Name

Field Type

Field Dependency

Description

Label*

Default Value: Dynamics 365 Finance and SCM Bulk Export
Example: Finance and SCM Bulk Export

String

N/A

Specify a unique name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

Integration type

 

Default Value: DMF package API
Example: Recurring integrations API

Dropdown list

N/A

Specify the type of import API. The available options are:

  • DMF package API -Data Management Framework's package (REST API) enables you to integrate data using data packages.

  • Recurring integrations API - Enables the exchange of documents or files between finance and operations and any third-party application or service.

Operation

Default Value: Trigger Export
Example: Generate Export

Dropdown list

Appears when the Integration type is - DMF package API.

Select one of the operations. The available options are:

  • Trigger Export

  • Generate Export

  • Trigger and Generate Export

  • The document view is the mandatory output view for Trigger Export.

  • The binary view is the mandatory output view for Generate Export.

  • The binary view is the mandatory output view for Trigger and Generate Export.

Package name

Default Value: N/A
Example:

String/Expression

Appears when the Operation is - Trigger Export or Trigger And Generate Export.

Specify the name of the exported data package.

This field is mandatory when you select Trigger Export as the Operation.

Definition group ID

Default Value: N/A
Example:

String/Expression

Appears when Operation is -

Trigger Export or Trigger And Generate Export.

Specify the name of the export data project.

This field is mandatory when you select Trigger Export as the Operation.

Execution ID

Default Value: None
Example:

String/Expression

Appears when Operation is -

Generate Export.

Specify the ID to use for the bulk export job.

  • This field is referred to as the Job ID in the Finance and SCM application UI.

  • If this field is empty an new execution ID is created.

Legal entity

Default Value: N/A
Example:

String/Expression/Suggestion

Appears when Operation is -Trigger Export or Trigger And Generate Export.

Specify the legal entity for data export.

This field is mandatory when you select Trigger Export as the Operation.

Re-execute

Checkbox

Appears when the Operation is - Trigger Export or Trigger And Generate Export.

Select this checkbox to run the target step.

Activity ID

Default Value: N/A
Example:

String/Expression

Appears when Integration type is -

Recurring integrations API.

Specify the activity ID. Learn more about how to obtain the activity ID: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/recurring-integrations#manage-recurring-data-jobs

This field is mandatory when you choose Recurring integrations API as the Integration type.

Job status check interval (seconds)

Default Value: 5
Example: 10

Integer/Expression

Appears when Operation is -

Generate Export or Trigger And Generate Export.

Specify the amount of time between job status check requests.

Timeout (seconds)

Default Value: 60

Example: 100

Integer/Expression

N/A

Specify the connection and response timeout for the requests made to the server.

Number of retries

Default Value: 0

Example: 5

Integer/Expression

N/A

Specify the maximum number of retry attempts between failures.

If the value for this field is 0, retries are disabled.

Retry interval (seconds)

Default Value: 1

Example: 10

Integer/Expression

N/A

Specify the amount of time between retry attempts.

Snap Execution

Default Value: Validate & Execute
Example: Execute only

Dropdown list

N/A

Select one of the following three modes in which the Snap executes:

  • Validate & Execute: Performs limited execution of the Snap, and generates a data preview during Pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during Pipeline runtime.

  • Execute only: Performs full execution of the Snap during Pipeline execution without generating preview data.

  • Disabled: Disables the Snap and all Snaps that are downstream from it.

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Alternatively, you can use the Trigger and Generate Export as the Operation in the Dynamics 365 Finance and SCM Bulk Export Snap.

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Download this pipeline.

Export Files from Finance and Operations Application Using Recurring Integrations API

This example pipeline below demonstrates how to export the files in bulk from the Finance and Operations application using the Recurring integrations API. You must use the Recurring integration API when you want to perform a recurring data job.

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Download this pipeline.

Step 1: Configure the Integration type as Recurring integrations API in the Dynamic 365 Finance and SCM Bulk Export Snap.

Step 2: Configure the Activity ID, which is the mandatory field for this integration type.

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Step 3: Validate the pipeline. On validation, the export job completion status is displayed with the activity ID.

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Downloads

Info

  1. Download and import the Pipeline into SnapLogic.

  2. Configure Snap accounts, as applicable.

  3. Provide Pipeline parameters, as applicable.

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