In this article
Overview
You can use the Dynamics 365 Finance and SCM Read Snap to read data from the selected entity.
Snap Type
The Dynamics 365 Finance and SCM Read Snap is a Read-type Snap.
Prerequisites
A valid Finance & SCM Access Token or Finance & SCM OAuth2 account.
Support for Ultra Pipelines
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 |
|
| The entity from which you want to read the objects. |
Output | Binary |
|
| 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:
Learn more about Error handling in Pipelines. | |||
Snap Settings
Asterisk ( * ): Indicates a mandatory field.
Suggestion icon (
): Indicates a list that is dynamically populated based on the configuration.Expression icon (
): Indicates the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.Add icon (
): Indicates that you can add fields in the field set.Remove icon (
): Indicates that you can remove fields from the field set.Upload icon (
): Indicates that you can upload files.
Field Name | Field Type | Description | |
|---|---|---|---|
Label* Default Value: Dynamics 365 Finance and SCM Read | String | Specify a unique name for the Snap. | |
Entity* Default Value: N/A | String/Expression | Specify the OData entity object from which you want to read the records. | |
Primary key | Use this field set to specify the primary key that uniqely identifies the rows. | ||
Key Default Value: N/A | String/Expression | Specify or select the primary key from which you want to read the record.
| |
Value Default Value: N/A | String/Expression | Specify the value of the key from which you want to read the record. | |
Cross Company Default Value: Deselected | Expression/Checkbox | 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 | String/Expression | Specify or 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 | String/Expression | Specify or 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 Value: 1000 | Integer/Expression | Specify the number of records you want to fetch per page size quickly for large datasets. | |
Start page number Default Value: 1 | Integer/Expression | Specify the 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 Value: 0 | Integer/Expression | Specify the page number after which the Snap should stop loading. The value of '0' reads all the pages. If you do not provide any value in this field, the default value (0) is used. | |
Number of retries Default Value: 0 | Integer/Expression | Specify the maximum number of retry attempts in case of failures. The number of retries are disabled if the value is 0. | |
Retry interval (seconds) Default Value: 1 | Integer/Expression | Specify the amount of time in seconds between retry attempts. | |
HTTP header | Use this field set to define the HTTP key-value pairs to pass to Dynamics 365 instance. | ||
Key Default Value: N/A | String/Expression | Specify the key for HTTP header. | |
Value Default Value: N/A | String/Expression | Specify the value for HTTP header. | |
Snap Execution Default Value: Execute only | Dropdown list | Select one of the following three modes in which the Snap executes:
| |
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.
Step 1: Configure the Dynamics 365 Finance & SCM Snap as follows:
Set Entity and Primary key details.
Select the Cross company checkbox to fetch records across companies for the specified entity.
Specify AddressCity in the Output fields to display only selected fields in the output. If you do not configure this property, this Snap displays all the fields for the row.
Set Read related entity if you want additional fields in the output.
Step 6: Validate the Snap. On validating, the Snap reads the PartyNumber record from the People entity and displays the following output.
Downloads
Download and import the Pipeline into SnapLogic.
Configure Snap accounts, as applicable.
Provide Pipeline parameters, as applicable.