Microsoft Dynamics 365 Finance and Operation - online

Microsoft Dynamics D365 Finance and Operations support

Overview

The document contains information about the configurations needed to connect Dynamics Mobile App with Microsoft Dynamics 365 FO

This allows the mobile apps developed on top of Dynamics Mobile SDK to :

  • consume data originating from D365 FO in offline mode

  • send transactions to D365 FO

  • consume, create, update data originating from D365 FO

    in online mode ( also called Livelink)

Prerequisites

  • Microsoft Dynamics D365 FO instance with the following setups:

    • Activated ODATA service for each, entity which needs to be consumed via Livelink

    • ODATA interface visible via internet from Dynamics Mobile Cloud

Configuration

Dynamics Mobile needs certain configurations to be made in order to be able to connect to Microsoft Dynamics 365 Finance and Operations

The configuration for D365 FO

includes 2 main sections:

  • Live Link configuration - controls the way the mobile applications consume data from D365 FO in real-time (VAN Sales, Warehouse&Inventory, Approvals)

  • Sync configuration - controls the way the mobile applications consume data from D365 FO

    for off-line mode ( VAN Sales, Surveys, Smart Trade)

If the mobile applications needs to consume on-line data via livelink, the administrator needs to activate and configure the live link. The live link configuration is provided for each user role, separately. via the User Role's Settings screen. Please consult with the following page for general information about working with User Role Settings

Livelink for Microsoft Dynamics 365 Finance and Operations requires the following parameters to be provided

Parameter name

Values

Notes

type

d365fo

Must have value d365fo

authType

ntlm

The type of authentication during authentication sessions to D365 FO

. Only ntlm is currently supported.

servicePath

string

The path portion of the URL used to connect to D365 FO

MyFOInstancePath/OData

host

string

The name of the host (internet name) where the instance is visible via internet. It may be DNS name or IP address

d365fo.mycompany.com

port

number

the TCP port where the D365FO service is published

protocol

http or https

The protocol used to communicate with the instance. Supported are http or https.

userName

string

The username from D365 FO used by Dynamics Mobile to authenticate against D365 FO

password

string

The password from D365 FOused by Dynamics Mobile to authenticate against D365 FO

workstation

string

Name of the workstation ( machine name) used for NTLM authentication purposes

domain

string

Name of the windows domain used for NTLM authentication purposes

The format of the setting in the User Role, requires the settings to be wrapped in an object property with name liveLinkService_[MYNAME] , where NAME is arbitrary name dependent on the actual mobile or backend application.

The following example configures a service called warehouseService.

It will allow the mobile devices to use livelink configuration called "warehouseService"

{
"language": "en",
....
"liveLinkService_warehouseService": {
"type":"d365fo",
"authType":"ntlm",
"servicePath":"D365FO/ODATA",
"host":"d365fo.mycompany.com",
"port":"443",
"protocol":"http",
"userName":"myuser",
"password":"123",
"workstation":"myservermachinename",
"domain":"mydomain"
}
...
}

Sync connection activation

The mobile apps which needs to consume and send offline data from Microsoft Dynamics Business Central need to have a "syncMethod" setting in the User Role of the mobile users who needs it.

The syncMethod has the following attributes (same as for livelink):

Parameter name

Values

Notes

type

d365fo

Must have value d365fo

authType

ntlm

The type of authentication during authentication sessions to D365 FO. Only ntlm is currently supported.

servicePath

string

The path portion of the URL used to connect to D365 FO.

MyInstancePath/OData

host

string

The name of the host (internet name) where the instance is visible via internet. It may be DNS name or IP address

d365fo.mycompany.com

port

number

the TCP port where the BC service is published

protocol

http or https

The protocol used to communicate with the instance. Supported are http or https.

userName

string

The username from D365 FO used by Dynamics Mobile to authenticate against D365 FO

password

string

The password from D365 FO used by Dynamics Mobile to authenticate against D365 FO

workstation

string

Name of the workstation ( machine name) used for NTLM authentication purposes

domain

string

Name of the windows domain used for NTLM authentication purposes

Settings example

The format of the setting in the User Role, requires the settings to be wrapped in an object property with name liveLinkService_[MYNAME] , where NAME is arbitrary name dependent on the actual mobile or backend application.

The following example configures a service called warehouseService.

It will allow the mobile devices to consume offline data from BC.

{
"language": "en",
....
"syncMethod": {
"type":"d365fo",
"authType":"ntlm",
"servicePath":"Service/ODATA",
"host":"d365fo.mycompany.com",
"port":"443",
"protocol":"https",
"userName":"myuser",
"password":"123",
"workstation":"myservermachinename",
"domain":"mydomain"
}
...
}

See also