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Finance | Project Operations, Human Resources, ...
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Read CSV File From FTP, Import Data, Automate Post Journals

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Posted on by 1,212

Hi,

we have a requirement where customer wants to integrates data between their existing DMS and D365 F&O. The data flow cycle will be as following:

1. Data from DMS exported to FTP server as CSV files.

2. D365 read the CSV files from FTP server and import the data using data entities.

3. Journals like PO Product Receipt, PO Invoice, SO Packing Slip, SO Invoice will be automatically posted once the data import completed.

4. Export the posted journals to FTP server as CSV files.

This whole cycle need to run in schedule every day. Every step also need to run in sequence, automatically.

Does these requirements make sense?

How generally do we achieve this?

Is it possible to make sure data import finished successfully first before running the codes to post those SO & PO journals?

Thank you.

  • HAIRUL HAZRI Profile Picture
    1,212 on at
    RE: Read CSV File From FTP, Import Data, Automate Post Journals

    Thank you Will for the insight.

    While that should solve the read file and import part, how do I trigger my posting jobs once the import is complete?

    Let's say I write X++ job in D365. This job will find new sales orders for example, and perform invoice postings on them.

    Is it possible to expose this X++ job to Logic Apps or Power Automate flow and run it from there?

  • WillWU Profile Picture
    22,352 on at
    RE: Read CSV File From FTP, Import Data, Automate Post Journals

    Hi HAIRUL HAZRI ,

    You could use Logic Apps to achieve your goal. It contains connectors for D365FO and ftp.

    docs.microsoft.com/.../connectors-create-api-ftp

    Check this blog: www.linkedin.com/.../file-based-integration-dynamics-365-finance-operation-nitish-dikshit

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