Overview
This guide provides detailed instructions on how to import order transfers into Dynamics 365 Finance & Operations (D365 F&O). It covers creating and configuring data import projects, setting up recurring data jobs, and sharing necessary API details with AGR Integration Engineers to automate integration.
Defining universal mapping in F&O is an uphill battle, map source fields to what make sense for your specific data. Don’t see a source field that you know is required for your data? Let us know.
Have any questions? Speak to your AGR contact.
Step 1: Create the Import Data Project
1. Navigate to Data Management:
Log in to your F&O environment.
Navigate to System Administration > Workspaces > Data Management.
2. Start a New Import Project:
Click the Import tile.
Enter a Name (e.g., "AGROrderImport").
Set Source data format to CSV.
3. Add Entities:
Click Add entity (the "+" button).
Select PurchaseOrderHeadersV2. Click Add.
Select PurchaseOrderLinesV2. Click Add.
Select InventTransferHeader. Click Add.
Select InventTransferLine. Click Add.
4. Upload a Sample File:
Click the Upload button next to "Source data format".
Select and upload your sample CSV file to help F&O detecting columns.
5. Define the Mapping:
Click the View map icon (pencil) for each entity.
PurchaseOrderHeadersV2:
OrderType(source) - leave unmapped or map temporarily.agrOrderId(source) ➜PurchaseOrderNumber(target).order_from_location_no(source) ➜VendorAccount(target).DeliveryDate(source) ➜RequestedDeliveryDate(target).Important: Ensure "Generate" is not checked for
PurchaseOrderNumber.Click Save.
PurchaseOrderLinesV2:
OrderType(source) - leave unmapped.agrOrderId(source)➜PurchaseOrderNumber(target).LineNumber(source)➜LineNum(target).Location_no(source)➜ReceivingWarehouseId(target).ItemNumber(source)➜ItemNumber(target).Quantity(source)➜PurchQty(target).Map other fields as necessary or discuss with your AGR consultant.
Click Save.
InventTransferHeader:
OrderType- leave unmapped.agrOrderId(source)➜TransferOrderNumber(target).Location_no(source)➜InventLocationIdTo(target).Order_from_location_no(source)➜InventLocationIdFrom(target).Click Save.
InventTransferLine:
OrderType- leave unmapped.agrOrderId(source)➜TransferOrderNumber(target).LineNumber(source)➜LineNum(target).ItemNumber(source)➜ItemNumber(target).Qty(source)➜QtyTransfer(target).DeliveryDate(source)➜RequestedDeliveryDate(target).Click Save.
6. Filter by OrderType:
Click the Filter icon next to each entity:
PurchaseOrderHeadersV2:
OrderType = "PurchaseOrderHeader"PurchaseOrderLinesV2:
OrderType = "PurchaseOrderLine"InventTransferHeader:
OrderType = "TransferHeader"InventTransferLine:
RecordType = "TransferLine"
7. Test the Import:
Click Import at the top.
Check results in the Execution summary.
Address any errors with your AGR Integration Engineer.
8. Save the Project:
Once successful, click Save.
Step 2: Set Up the Recurring Data Job
1. Access Recurring Jobs:
Navigate to Data Management workspace > Manage > Manage recurring data jobs.
2. Create the Job:
Click Create recurring data job.
Select your import project (AGROrderImport).
Name it clearly (e.g., "AGRImportRecurring").
Note the generated Activity ID (share this with AGR consultant).
3. Configure Recurrence:
Click Set processing recurrence.
Choose frequency (e.g., every 5 minutes, no end date).
Click OK.
Alternatively, AGR can trigger this externally upon order creation.
4. Set Authorization:
Under Application ID, enter the Azure AD Application ID from your registered app.
Ensure the apps permissions are configured in Azure.
5. Enable Sequencing:
Check Process messages in order to create headers before lines.
6. Save and Activate:
Click Save.
Toggle Enabled to Yes.
Step 3: Share API Details with AGR Integrations Enginners
Provide the following details:
Endpoint:
https://<F&O_base_URL>/api/connector/enqueue/<Activity_ID>
Replace placeholders:
<F&O_base_URL>: e.g.,https://yourenv.cloudax.dynamics.com<Activity_ID>: the GUID obtained from Step 2.
Authentication details:
ApplicationId, client secret, and scope (ensure these are securely provided).
This completes the setup for importing order transfers into Dynamics 365 F&O.