Dynamics 365 Finance and SCM Search
In this article
Overview
You can use Dynamics 365 Finance and SCM Search Snap to search for the required data for a specified entity.
Snap Type
The Dynamics 365 Finance and SCM Search Snap is a Read-type Snap.
Prerequisites
None.
Support for Ultra Pipelines
Works in Ultra Pipelines.
Limitations
None.
Known Issues
For a specific Entity, if you select multiple related entities as part of the export query parameter, 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]
Workaround: We recommend you follow the above setting for the Entity or ensure all the records have data (non-null values) for the related entities.
Snap Views
Type | Format | Number of Views | Examples of Upstream and Downstream Snaps | Description |
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Input | Document
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| The entity in which you want to search for objects. |
Output | Document
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| The output contains searched records for 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 | |
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Label*
Default Value: Dynamics 365 Finance and SCM Search | String | 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. | |
Entity*
Default Value: N/A | String/Expression | Specify the OData entity object. | |
Cross Company Default Value: Deselected | Expression/Checkbox | Select this checkbox if you want to fetch the data from a company other than your default company. You can enable the expression for this field to use input values from the upstream Snap. | |
Filter condition | Use this field set to specify the filter criteria based on which the entities are returned. | ||
Type Default Value: and | Dropdown list | Select a standard OData filter logical operator. | |
Attribute Default Value: None | String/Expression | Specify a field name. The selected attribute should be of the integer type for lessThan, lessThanOrEqual, greaterThan, greaterThanOrEqual operators. | |
Operator Default Value: equal | Dropdown list | Select a standard OData filter operator. | |
Value Default Value: None | String/Expression | Specify a value. | |
Query parameter | Use this field set to define search query parameters and their values. | ||
Parameter Default Value: N/A | String/Expression | Select the standard query parameter from the list. | |
Value Default Value: N/A | Integer/Expression | Specify the value that is associated with the parameter. | |
Order by | Use this field set to to specify the order in which items are returned when the search is executed. | ||
Attribute Default Value: N/A | String/Expression | Specify/Select the attribute that you want to use to order the search results. | |
Sort order Default Value: ascending | Dropdown list | Select the sorting order. | |
Output fields | Use this field set to specify the fields you want the Snap to display in the output. | ||
Read query field Default Value: N/A | String/Expression | Specify the fields that you want to display in the output. | |
Error out on no results Default Value: Deselected | Checkbox | Select this checkbox to display the original document along with an error message | |
Page size Default Value: 1000 | Integer/Expression | Specify the page size to fetch records quickly for larger data sets. | |
Start page number Default Value: 1 | Integer/Expression | Specify a page number from which the loading of records should begin through 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. | |
Timeout (seconds)
Default Value: 300 | Integer | Specify the timeout to determine whether the connection is alive and also the timeout when waiting for response through a socket. | |
Number of retries Default Value: 0 | Integer/Expression | Specify the maximum number of attempts to be made to receive a response. | |
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 specify the HTTP key-value pairs to pass to the Dynamics 365 instance. | ||
Key Default Value: N/A | String/Expression | Specify the key for the HTTP header. | |
Value Default Value: N/A | String/Expression | Specify the value for the HTTP header. | |
Snap Execution Default Value: Execute only | Dropdown list | Select one of the following three modes in which the Snap executes:
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Examples
Using Different Filters for Searching an Entity
The following example pipeline demonstrates how to search for items in an entity using the Filter condition and Query parameters fields.
Step 1: Configure the Finance and SCM Search Snap with the Entity field with the Employees entity.
Step 2: Configure the Filter condition field set.
Type | Settings | Output |
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| The Snap returns the records for which all the specified conditions are met, such as, PrimaryAddressLocation is less than 22565426328.
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Step 3: Configure the Query parameter field set. Enter filter for the Parameter field and TitleId eq ‘*shop*' for the Value to fetch the records with the word 'shop’ in the TitleId column values.
Setting | Output |
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| On validation the Snap displays the following output::
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Step 4: Configure the Order by field set. Enter PrimaryAddressLocation for Attribute to sort this field in ascending order.
Settings | Output |
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Step 5: Configure the Output fields with the fields of your choice so that only the selected columns appear in the output preview.
Settings | Output |
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