Overview

You must create Finance and SCM accounts to connect to data sources that you want to use in your Pipelines. You can configure your Slack accounts in SnapLogic using either the Designer or the Manager.

Snap-Account Compatibility

Snaps in the MS Dynamics 365 Finance and SCM Snap Pack work with different accounts and protocols as per the following table:

Configuring MS Dynamics 365 Finance and SCM Snap Pack Accounts Using SnapLogic Designer

Drag the MS Dynamics 365 Finance and SCM Snap to the Canvas and click the Snap to open its settings. Click the Account tab. You can now either use an existing account or create a new one.

Selecting an Existing Account

SnapLogic organizes and displays all accounts you can access, sorting them by account type and location. To select an existing account:

1. In the Account tab, click the icon to view the accounts you can access and select the account you want to use.

2. Click

   Open

   

Creating an Account

1. In the Account tab, click Add Account below the Account Reference field.

2. Select the location where you want to create the account, select the Account Type, and click Continue. The Add Account dialog window associated with the account type is displayed.
   
   

Open

3. Enter the required account details. For detailed guidance on how to provide the necessary information to each account type, see the following articles:

1. Application Configuration in Azure Portal to use Finance and SCM Accounts

2. WIP - Finance and SCM OAuth2 Account

3. WIP- Finance and SCM Access Token Account

4. Click Validate to verify the account if the account type supports validation.

5. Click Apply to complete configuring the Finance and SCM account.

Configuring MS Dynamics 365 Finance and SCM Snap Pack Accounts Using SnapLogic Manager

You can use Manager to create accounts without associating them immediately with Pipelines.

1. In the left pane, browse to the project under which you want to create the account and click  > Account >  MS Dynamics 365 Finance and SCM Snap Pack, followed by the appropriate account type. The Create Account dialog associated with the selected account type is displayed.
   

2. Repeat the steps numbered 3 through 5 in the Creating an Account section.
    

Snap Pack History

Related Content

• Accounts in SnapLogic

• Finance and SCM OAuth2 Account

• Finance and SCM Access Token Account