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Dynamics 365 Finance and SCM Bulk Import

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Overview

You can use this Snap to import data associated with the selected entity (in bulk) in Microsoft Dynamics 365 Finance and SCM application.

Snap Type

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

Prerequisites

  • You must create an import project in the Finance and Operations application.

  • A valid account with the required permissions.

Support for Ultra Pipelines

Works in Ultra Pipelines

Known Issues

None.

Snap Views

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Document

  • Min: 1

  • Max: 1

  • File Reader

  • Copy

Requires bulk data of the user that needs to be imported.

Output

Document

  • Min: 0

  • Max: 1

  • Join

  • Copy

Writes the user information in bulk for an 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 Bulk Import
ExampleFinance and SCM Bulk Import

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 ValueDMF package API
Example: Recurring integrations API

Dropdown list

N/A

Choose 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 data packages or files between finance and operations and any third-party application or service.

Unique file name

Default Value: None
Example: Import_test

String/Expression

Appears when Integration type is -

DMF package API.

Specify a unique file name that is used to track blob IDs.

If you do not provide an input for this field, the Snap generates a unique file name.

Definition group ID

Default Value: None
Example: user_group_import

String/Expression

Appears when Integration type is -

DMF package API.

Specify the name of the import data project.

This field is mandatory when the Integration type is DMF package API.

Execution ID

Default Value: None
Example: Import_Tabseparated-2023-10-13T08:37:42-669A3F02B6CC424BA17A7C070DD99772

String/Expression

Appears when Integration type is -

DMF package API.

Specify the ID to use for the bulk import job.

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

  • If this field is left empty, a new execution ID is created.

Activity ID

Default Value: None
Example:

{69EC303C-2616-464D-92BF-6AC1EFF7A14D}

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 the Integration type is Recurring integrations API.

Entity

Default Value: None
Example: User groups

String/Expression

Appears when Integration type is -

Recurring integrations API.

Specify the OData entity object from which you must import the data.

Legal entity

Default Value: None
Example: dat

String/Expression/Suggestion

N/A

Specify the legal entity for data import.

Composite entity

Default ValueDeselected

Checkbox

Appears when Integration type is -

DMF package API.

Select this checkbox when you use a composite entity for the import.

Job status check interval (seconds)

Default Value5

Example: 10

Integer/Expression

N/A

Specify the amount of time between job status check requests.

Internally the Snap checks the job status at least 100 times, till it obtains the Succeeded status. Therefore, ensure to adjust the status check interval for long-running jobs.

Timeout (seconds)

Default Value60

Example: 100

Integer/Expression

N/A

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

Number of retries

Default Value0

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 Value1

Example: 10

Integer/Expression

N/A

Specify the amount of time between retry attempts.

Snap Execution

Default Value
Example: Validate & Execute

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.

Troubleshooting

Error

Reason

Resolution

Too many Requests - 429

Too many requests are sent to the Dynamics 365 Finance and SCM endpoint.

All Dynamics F&SCM Snaps include retry-after with <number of seconds> in the response header and automatically retry when they encounter a status 429 error. Wait for the retry to succeed.

Error 500

The Client Secret has expired.

Generate a new Client Secret.

Error 401

The token is invalid.

Provide a valid token and reauthorize the account.

Examples

Import Data From a .zip File to the Finance and SCM Application

This example demonstrates how we can use the Finance and SCM Bulk Import Snap to import data from a zip file to the application.

Download this Pipeline

Step 1: Configure the File Reader Snap with the .zip file that you want to import to the Finance and SCM application.

The .zip file must contain these two default files: Manifest.xml and PackageHeader.xml, otherwise the pipeline fails.

Step 2: Configure the Dynamics 365 Finance and SCM Bulk Import Snap as follows with Integration type as DMF Packaging API. You must specify the values for both Definition group ID and Legal entity field, otherwise, the Snap fails.

Step 3: On validation, the Snap displays a success message, which indicates that all the files in the .zip file are imported successfully into the Finance and SCM application.

Step 3: On validation, the Snap displays a success message, which indicates that all the files in the .zip file are imported successfully into the Finance and SCM application.

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

     Click here to expand...
    Microsoft Dynamics 365 Finance and SCM

    Release

    Snap Pack Version

    Date

    Type

    Updates

    May 2024

    main26341

    Stable

    Updated and certified against the current SnapLogic Platform release.

    February 2024

    436patches26143

    Latest

    Fixed an issue with the Dynamics 365 Finance and SCM Bulk Export Snap that displayed the error message twice when:

    • Operation is Trigger Export

    • Definition group ID is incorrect

    • When error occurs  is Stop Pipeline Execution (Views tab)

    February 2024

    436patches25295

    Latest

    Fixed an issue with the recurring bulk import operation for the Recurring Integrations API integration type in the Dynamics 365 Finance and SCM Bulk Import Snap, which previously displayed an error at the preprocessing step intermittently.

    February 2024

    main25112

    Stable

    Updated and certified against the current SnapLogic Platform release.

    November 2023

    435patches24298

    Latest

    Added the following Snaps in the Microsoft Dynamics 365 Finance and SCM Snap Pack:

    November 2023

    main23721

    Stable

    Updated and certified against the current SnapLogic Platform release.

    August 2023

    434patches23466

    Latest

    Enhanced the Dynamics 365 Finance and SCM Read and Dynamics 365 Finance and SCM Search Snaps with the Error out on no results checkbox, which customizes the error view when no results are returned.

    August 2023

    434patches23129

    Latest

    • The Cross company checkbox is added to the Dynamics 365 Finance and SCM CreateUpdate, and Delete Snaps to ensure that the other company records are getting created, updated, and deleted.

    • Fixed an issue with the Microsoft Dynamics Finance and SCM Snaps that failed when the string values (filter criteria) are passed without quotes.

    • Fixed an issue with the Microsoft Dynamics Finance and SCM Snap that failed to execute after processing less number of records.

    August 2023

    434patches22601

    Latest

    August 2023

    main22460

    Stable

    Updated and certified against the current SnapLogic Platform rThe Cross company checkbox is added to the Dynamics 365 Finance and SCM CreateUpdate, and Delete Snaps to ensure that the other company records are getting created, updated, and deleted.

    May 2023

    main21015

    Stable

    Upgraded with the latest SnapLogic platform release.

    February 2023

    432patches20657

    Latest

    Added the Dynamics 365 Finance and SCM Create, Update, and Delete Snaps to the Microsoft Dynamics 365 Finance and Supply Chain Management Snap Pack.

    February 2023

    432patches20035

    Latest

    Introduced the Microsoft Dynamics 365 Finance and SCM Snap Pack. This Snap Pack contains the following Snaps and accounts:


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