Integrating Sales Order line items of Dynamics 365 Financials using TIBCO Cloud Integration

Introduction:

In Dynamics 365 Financials, Sales order line items cannot be integrated in a single step. As, it takes only item number in a create () and rest all the fields are considered as an Update.

Prerequisite:

1. Dynamics 365 Financials.
2. TIBCO Cloud Integration Subscription.

Purpose of the Setup:

Our goal is to integrate Sales Order Line item from Microsoft Dynamics CRM Online to D365 Financials through TIBCO Cloud Integration.

Steps:

1. Configure a connection for your Microsoft Dynamics CRM Online by providing the required information.
2. Configure a connection for your D365 Financials by providing the required information.
3. Create a new Solution and specify the Solution name and the Agent.
   Note: Here, we are using a Cloud Agent.
4. Now create an Integration Map for integrating Sales Order Header and its Line items from CRM Online to Dynamics 365 Financials.
   
   1. Sales Order Header:
      Use Create Block and create Sales Order Header by mapping required fields.
   2. Sales Order Lines:
      Use For each child Block for looping the Sales Order Lines.
      1. 1. Use Create Block to Create Sales Order Line by mapping primary fields like Document_No,Document_Type,No

      

      1. 1. Use Update Merge Block to map rest of the fields of Sales Order Lines like quantity,Unit_price etc along with ETag and ETagConcurrencyBehavior

      

      Note: (As specified by Scribe Software)

      The OData Protocol uses Entity Tags (ETag) to determine how to update or delete data.

      The Dynamics NAV/Financials Connector exposes these ETags as fields:

      ETag — Available as a source and target field, contains the ETag value provided by the Dynamics NAV/Financials OData service.

      ETagConcurrencyBehavior — Available as a target field, used to determine how data conflicts are handled. Possible values for this field are:

      • Always Overwrite (default)
      • Overwrite If Match
      • Overwrite If Not Match