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Dynamics 365 Finance and SCM Read

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Overview

The Dynamics 365 Finance and SCM Read Snap reads the data for the selected entity.

Snap Type

The Dynamics 365 Finance and SCM Read Snap is a Read-type Snap.

Prerequisites

None.

Support for Ultra Pipelines

The Snap works in Ultra Pipelines

Limitations

None.

Known Issues

For a given Entity, if you select multiple Read related entities, and if one of them has null values for a few records, then Snap displays the following error:
An error has occurred."The EDM instance of type '[Microsoft.Dynamics.DataEntities.Person Nullable=True]' is missing the property 'EmployeesV2'." [HTTP/1.1 400 Internal Server Error]
As a workaround, we recommend you either follow the above setting for the Entity or make sure all the records have data (non-null values) for the selected Read related entities.

Snap Views

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Binary

  • Min: 0

  • Max: 1

  • Mapper

  • Head

  • Assert Equals

The entity from which you want to read the objects.

Output

Binary

  • Min: 1

  • Max: 1

  • Mapper

  • Head

  • Assert Equals

The output contain records from the specified entity.

Error

Error handling is a generic way to handle errors without losing data or failing the Snap execution. You can handle the errors that the Snap might encounter when running the Pipeline by choosing one of the following options from the When errors occur list under the Views tab:

  • Stop Pipeline Execution: Stops the current Pipeline execution if the Snap encounters an error.

  • Discard Error Data and Continue: Ignores the error, discards that record, and continues with the remaining records.

  • Route Error Data to Error View: Routes the error data to an error view without stopping the Snap execution.

Learn more about Error handling in Pipelines.

Snap Settings

  • Asterisk ( * ): Indicates a mandatory field.

  • Suggestion icon ((blue star)): Indicates a list that is dynamically populated based on the configuration.

  • Expression icon ((blue star) ): Indicates the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

  • Add icon ( (blue star) ): Indicates that you can add fields in the field set.

  • Remove icon ( (blue star)): Indicates that you can remove fields from the field set.

  • Upload icon ((blue star) ): Indicates that you can upload files.

Field Name

Field Type

Field Dependency

Description

Label*

Default ValueDynamics 365 Finance and SCM Read
ExampleFinance and SCM Read

String

None

Specify a unique name for the Snap.

Entity*

Default Value: N/A
Example: People

String/Expression

None

Specify the OData entity object.

Primary key

Use this field set to specify the primary key that uniqely identifies the rows.

Key

Default Value: N/A
ExamplePartyNumber

String/Expression

None

Specify/Select the primary key for which you want to fetch the record.

  • The primary keys can be more than one for specific entities.

  • Ensure that you provide a Value to all the suggested Key fields, else, the Snap fails.

Value

Default Value: N/A
Example0000032

String/Expression

None

Specify the value of the key for which you want to fetch the record.

Cross Company

Default ValueDeselected

Expression/Checkbox

N/A

Select this checkbox if you want to fetch data apart from your default company.

You can enable the expression for this field to use input values from the upstream Snap.

Output fields

Use this field set to fetch the fields you want the Snap to display in the output.

Output field

Default Value: N/A
ExampleName

String/Expression

None

Specify/Select the fields that you want to display in the output.

Read related entities

Use this field set to specify the related entities of the given entity.

Read related entity

Default Value: N/A
ExamplePersonAddresses($select=State)

String/Expression

None

Specify/Select the numerous related entities that you want to display in the output in addition to the fields in the Output fields.

Page size

Default Value1000
Example2000

Integer/Expression

None

Specify the page size to fetch records quickly for larger datasets.

Start page number

Default Value1
Example10

Integer/Expression

None

Specify a page number from which the loading of records should begin till the last record or load until the value specified in the Max page number field.

Max page number

Default Value0
Example10

Integer/Expression

None

Specify the page number after which the Snap should stop loading.

'0' indicates to read all pages.

Number of retries

Default Value0
Example5

Integer/Expression

None

Specify the maximum number of retry attempts in case of failures.

'0' specifies that the number of retries is disabled.

Retry interval (seconds)

Default Value1
Example5

Integer/Expression

None

Specify the amount of time in seconds between retry attempts.

HTTP header

Use this field set to specify the HTTP key-value pairs to pass to Dynamics 365 instance.

Key

Default Value: N/A
ExampleAccept

String/Expression

None

Specify the key for HTTP header.

Value

Default Value: N/A
Exampleapplication/json;odata.metadata=full

String/Expression

None

Specify the value for HTTP header.

Snap Execution

Default ValueExecute only
Example: Validate & Execute

Dropdown list

None

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.

Example

Fetching Records For An Entity

This example Pipeline demonstrates how to fetch numerous records for an entity based on Primary key and Output fields.

Download this Pipeline. 

Step 1: Configure the Entity out of 3000+ available entities for which you want to fetch records.

Step 2: Configure the Key and Value for which you want to retrieve the details.

Step 3: Select the Cross company checkbox to fetch records across companies for the specified entity.

Step 4: Specify the Output fields for displaying only selected fields in the output. If you do not configure this property, this Snap displays all the fields for the row.

Step 5: Configure Read related entity if you want additional fields in the output.

Step 6: Validate the Snap. On validating, the Snap displays the following output.

Downloads

  1. Download and import the Pipeline into SnapLogic.

  2. Configure Snap accounts, as applicable.

  3. Provide Pipeline parameters, as applicable.

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Snap Pack History

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