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)

Live Link activation

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

Livelink 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 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