Microsoft Dynamics 365 Finance & Supply Chain Mgmt

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Extra information

System documentation: Microsoft Dynamics 365 Finance & Supply Chain Management API Reference

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Connector package documentation

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Table of Contents

• 1. Setting up HTTP Client Microsoft Dynamics 365 Finance & Supply Chain Management
  • 1.1 Steps
• 2. Subscribing to entities from Microsoft Dynamics 365 Finance & Supply Chain Management
  • 2.1 Steps
  • 2.2 General concept
• 3. Publishing entity to Microsoft Dynamics 365 Finance & Supply Chain Management
  • 3.1 Steps
  • 3.2 General concept

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1. Setting up HTTP Client Microsoft Dynamics 365 Finance & Supply Chain Management

1.1 Steps

1. Please refer to this page to register Microsoft Dynamics 365 Finance & Operations to Azure Active Directory. Follow the guide and save the tenant ID, client ID, and client secret of the app registration.
2. In the Alumio Dashboard, go to Clients -> HTTP Clients. Create a new HTTP Client.
3. Select Microsoft Dynamics 365 F&SCM Alumio API Plugin HTTP Client as the prototype of the HTTP Client.
4. Fill in the Base URI, Tenant ID, Client ID, and Client Secret of your Microsoft Dynamics 365 F&SCM instance and app credentials.
5. You can optionally set a base HTTP client to use for the connection by selecting an HTTP client configuration or setting your own HTTP client in the Advanced HTTP client field.
6. Click the Grant access to Microsoft Dynamics 365 F&SCM button to get the access token.
7. You can optionally change how Alumio logs every HTTP request made by the HTTP client
8. Click the next step, fill in the name of the HTTP Client, and finally, you can save the HTTP Client for use.

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2. Subscribing to Entities from Microsoft Dynamics 365 Finance & Supply Chain Management

2.1 Steps

1. Go to Connections -> Incoming, create a new incoming configuration, and select Microsoft Dynamics 365 F&SCM Alumio API Plugin Subscriber as the subscriber.
2. Select the entity you want to subscribe to.
3. Add any request parameters needed to subscribe to the entity (optional).
4. You can optionally add a transformer to transform the request parameters into something you need.
5. Select the Microsoft Dynamics 365 F&SCM Alumio API Plugin HTTP Client to use.
6. You can also optionally enable pagination to allow Alumio to fetch paginated entities.

2.2 General Concept We follow Microsoft Dynamics 365 F&SCM Alumio API Plugin API documentation on building this connector so you can easily use the connector based on Microsoft Dynamics 365 Finance & Supply Chain Management API Reference. Entity It’s the entity you want to do (fetching data from Microsoft Dynamics 365 F&SCM Alumio API Plugin). Please refer to the Microsoft Dynamics 365 Finance & Supply Chain Management API Reference page. Request Parameters It’s the parameters you can provide to get the needed entity based on Alumio - Microsoft Dynamics F&SCM - API Plugin Documentation. Please look at the example below on how to fill the Request Parameters field when subscribing to a Sales Order entity. It means that we want to subscribe to a Sales Order entity with ID 000783. We can see in the documentation that the Sales Order entity requires the salesOrder property as a payload parameter to define which object we want to fetch the data from. That’s why we need to define the salesOrder property inside the payload property in the Request Parameters field. Input Transformer Any transformers set here will be executed after the Request Parameters are loaded. So, you basically can add any transformer to provide and transform the request parameters into anything you need either as path parameters and/or as query parameters of an entity. HTTP Client It’s the HTTP Client configuration or prototype you will use to access the Microsoft Dynamics 365 F&SCM Alumio API Plugin. Follow Pagination We can only use pagination for Delivery Information Overview and Delivery Information Detail entities. The entities use OData and

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3. Publishing Entity to Microsoft Dynamics 365 Finance & Supply Chain Management

3.1 Steps

1. Go to Connections -> Outgoing, create a new outgoing configuration, and select “Microsoft Dynamics 365 F&SCM Alumio API Plugin Publisher” as the publisher.
2. Select the Action you want the publisher to use with the data.
3. Select the Microsoft Dynamics 365 F&SCM Alumio API Plugin entity to which the data will be published.
4. You can optionally add any query data to the request on the query.
5. You can optionally add any payload data to the request on the payload.
6. Select the HTTP Client to use.

3.2 General Concept Like the subscriber, the publisher has similar methods on how to use it. The difference is the payload that will be submitted by the publisher originating from the data (from routes, from transformers in outgoing configuration). However, you can also add or modify the payload using the Request Transformer. Action We support publishing to most Microsoft Dynamics 365 F&SCM Alumio API Plugin endpoints. Please refer to Alumio - Microsoft Dynamics F&SCM - API Plugin Documentation page. Please look at the example below. For example, we want to create a sales order. Please select Create sales order as the action of the publisher. The documentation describes that we need salesOrder property as a request body. In that case, you need to provide the salesOrder property into the payload property in the data, either as an output from Routes or output from Transformers in the Outgoing Configuration. Here is an example of the required data. HTTP Client It’s the HTTP Client configuration or prototype you will use to access the Microsoft Dynamics 365 F&SCM Alumio API Plugin.