Microsoft Dynamics

Incoming

This transport exports data from Microsoft Dynamics.


Settings

Action:The only currently implemented action is Receive.

Client ID / Client Secret: These are auth credentials.

Auth URL: Microsoft Dynamics requires an OAuth token to export data. This is the endpoint to ask for the token.

Resource: This is the endpoint the data is exported from.

Definition Group ID: This is the type of project being exported.

Primary Key: This is the XML element name which defines the association between headers and line items. Each Definition Group is likely to have a different primary key.

Legal Entity ID: This is the legal entity associated with the exported project.


Example Definition Group ID / Primary Key Pairings

Snell

Definition Group ID Primary Key

  • EDI_SalesInvoice_Export_CF : INVOICENUMBER

  • EDI_ASN_Export_CF : PACKINGSLIPID

  • EDI_SalesOrderResponse_Export_CF : CONFIRMATIONNUMBER