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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Dynamics 365 Finance a...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Dynamics 365 Finance and operations integration scenarios

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Posted on by MDeeb 94

HI all,

i have two integration questions if you may for two scenarios

case1:

 integration to import Bank Statements sent by banks in D365 Finance without user interaction.  the file needs to be uploaded by Azure Integration Solution to the D365 Finance blob storage using a standard D365 Finance API. 

also how to monitor all error logs for the integration without user intervention

case2:

integaration to push the Employees’ Salaries from the Legacy system to D365 Finance through a General Journal Import. The Legacy system is hosted on one of the client servers and is only able to Export a file into a Shared Location within the network.This file needs to be imported within D365 Finance in an automated way without any user intervention. 

thank you,

I have the same question (0)
  • Suggested answer
    Deepak Agarwal Profile Picture
    Deepak Agarwal 8,602 on at

    Hi Deeb,

    For the first question, I believe its H2H integration where bank provides utility to push their file on a SFTP location. you can use logic app to pick these files and push into D365FO. While to manage error logs that can be done using email notification on logic apps. (I mean there can be more than one way to get this done).

    For 2nd question, technical that also same requirement. Pushing file from a SFTP to D365FO. You can try logic app for the same.

  • MDeeb Profile Picture
    MDeeb 94 on at

    Thanks a lot Deepak for your response.

    in D365 the integration for the import shall be done using recurring integrations ? batch API? or Odata ?

    thank you,

  • Deepak Agarwal Profile Picture
    Deepak Agarwal 8,602 on at

    for your purpose recurring integration must be fine. btw when you design logic apps, you can do it without recurring batch in D365FO while occurrence set on logic apps.  

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