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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Integrate local file s...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Integrate local file system with D365 FO

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Posted on by vicky1234 66

Hi ,

I have a requirement to create files in a local folder via D365 FO.

I need to understand how to implement this and also do I need to first export the file to azure storage and then put to the local file storage.

The client will have a local folder on their server where we need to create some csv files at the eod via a batch job.

What all prerequisites will be required to do such file based  integration?

I guess I wont need client id or client secret as I need to directly connect to the file system.

Is it that i just need the FTP id address and network credentials OR i need some more details that i need to ask for ?

Thanks,

VK

I have the same question (0)
  • Suggested answer
    huijij Profile Picture
    huijij 19,811 on at

    Hi vicky1234,

    You may check the same topic thread:

    community.dynamics.com/.../write-and-save-a-excel-file-to-a-local-folder-in-d365fo

  • vicky1234 Profile Picture
    vicky1234 66 on at

    Hi July,

    Thanks for the link .

    I cannot use any other software like logicapps etc due to budget constraint and my requirement is to direct connect with a local server folder and save it to a location.

    So what i wanted to ask is whether this is a correct approach in case there is budget contraint however I can save the file to a azure repository but then ultimately it has to be saved to a local repositoty .So instead of saving at 2 locations I am thinking of saving it to the target location and that is the local server file.

    So in this case what all prerequisites I will need to ask for ?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi Vicky,

    Dynamics 365 is a cloud solution which runs via a browser. The SaaS application is not aware of your local folders. FTP is not secure. You can consider SFTP or save it to a OneDrive location. To do this without other software or services, it would require a customization or you can consider an ISV solution.

  • Martin Dráb Profile Picture
    Martin Dráb 237,965 Most Valuable Professional on at

    I see two main options:

    • You'll open your client's servers for connections from internet. A safer way then doing it directly is using a gateway (such as this one).
    • Or you'll have a local application that will connect to Azure and download the data. It might be actually quite simple if you store data in Azure storage and map it as a local drive (see Mount SMB Azure file share on Windows, for instance). What you then need to do locally is copying data from this mapped storage to actual local folders.

    By the way, if cost is your concern, keep in mind that Azure resources such as Logic Apps are quite cheap, while time of people designing, developing, testing and maintaining a custom solution is not.

  • vicky1234 Profile Picture
    vicky1234 66 on at

    HI Martin,

    i will try to understand the gateway section ,I am having a D365 cloud instance and the users just don't want to add any additional software.

    The mount SMB also is a very good suggestion.

    Right now I am trying to connect D365 with SFTP to check for a direct solution.

    I will write back once I get more info on suggestion.

    Thanks again

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