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Dynamics 365 Community / Forums / Dynamics 365 general forum / Send csv files to SFTP...
Dynamics 365 general forum

Send csv files to SFTP site

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Posted on by DevCrm16 215

We have a requirement to send a weekly set of CSV files from dynamics to a third party SFTP site. I'm looking for an option to do this without custom code. Are there any connector options available to complete this task? 

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Integration with Other Products
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  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,172 Moderator on at

    Yes, you can do this without custom code. [edit: this answer concerns Dynamics 365 for Finance and Operations, not other Dynamics 365 products]

    1) Configure a recurring data job in D365FO that creates the CSV files (based on a data entity)

    2) Configure an integration platform (such as LogicApps) to fetch files from the recurring data job endpoint

    3) Configure the integration platform to send the files to SFTP

    Recurring data jobs: docs.microsoft.com/.../recurring-integrations

    LogicApps and SFTP: docs.microsoft.com/.../connectors-create-api-sftp

    LogicApps and D365FO: https://github.com/Microsoft/Dynamics-AX-Integration/wiki/File-based-integration-using-Logic-Apps

  • DevCrm16 Profile Picture
    DevCrm16 215 on at

    Thank you for the response. I should have noted the version of D365. I am looking for a solution for Sales. I still feel that LogicApps are part of the route we need to go but not sure if there is a replacement for the "Recurring data jobs" from the sales solution.

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,172 Moderator on at

    I think you could read via OData from the system, then transform the result to CSV in LogicApps.

    But for the transformations you have to buy the Enterprise Integration Pack, which adds a largeish fixed monthly fee for your LogicApps.

    Of course there are other options than LogicApps, but the principle stays the same.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Try Skyvia. This web-based service allows you to load data from Dynamics CRM to SFTP automatically on a regular basis. It doesn't require any coding.

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