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OSAdmin's avatar
OSAdmin
Valued Contributor
6 years ago

Microsoft D365 with OneStream

Originally posted by Stan Allan

We have a client that wants to develop and interface from Dynamics 365 F&O to provide the GL transaction data to OneStream. Is there an out of the box solution? Has this been done before?

We have done D365 to ePBCS but it required an export to a data file from D365 that is a manual process. The client wants this process fully automated.

Thanks 

  • OSAdmin's avatar
    OSAdmin
    Valued Contributor
    Originally posted by Francisco Amores

    Hi,

    As Frank mentions, a custom connector BR is needed. You will need to check with the customer if the transactional data they need is exposed through odata. If it's not available as a data entity, you may want to consider using BYOD integration option which let's you extract transactional data from a "replicate" database

    Cheers

  • OSAdmin's avatar
    OSAdmin
    Valued Contributor
    Originally posted by Frank Dossing

    hi Stan,

    I'm currently working on this task. In this case we found that D365 can expose the GL data through a webservice (odata). To connect to this endpoint we'll need to build a custom connector that handles the connection (httpclient) and retrieves data. So it requires a bit of work to get up and running.

     

    Cheers Frank

  • Nil253259's avatar
    Nil253259
    New Contributor

    Hi,

    We are currently working on creating a direct connection with D365 using oData API, but it is failing at the AAD authentication. We are not quite sure if it is to do with missing DLLs at the XF server. Is there any connector code configuration that I can refer to?

    Thanks!