Configuring Finance and SCM Accounts

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:

Snap

Finance and SCM OAuth2 Account
                   

Finance and SCM Access Token Account

Snap

Finance and SCM OAuth2 Account
                   

Finance and SCM Access Token Account

Dynamics 365 Finance and SCM Read

Dynamics 365 Finance and SCM Search

Dynamics 365 Finance and SCM Create

Dynamics 365 Finance and SCM Update

Dynamics 365 Finance and SCM Delete

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

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.

 

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

Enter additional information on this account in the Notes field of the Info tab. This will help you and other users understand the purpose of the account, especially if there are multiple accounts of the same type.

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.

Accounts in SnapLogic are associated with projects. You can use accounts created in other projects only if you have at least Read access to them.

  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.
     

Avoid updating account credentials while Pipelines using that account are executing. Doing so may lead to unexpected results, including your account getting locked.

 

Snap Pack History


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