Connections
- Release notes
Core extensions
- Release notes
- Introduction
- Company colors
- Exchange rate import
- Reciprocal exchange rate
- User security audit detail report
- General and inventory journal import
- Business process links
- Import budgets
- DMF Toolbox
- Print Management
- Data Anonymization
  - Data Anonymization
  - FAQ
- Other
  - Data-entities
  - Security-configuration
- FAQ
  - FAQ
  - Coming Soon
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
    - Technical FAQ
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
  - Introduction
  - Process overview
  - FAQ
  - Setup
  - Processing
  - Workspaces
    - Landed cost processing workspace
  - Other
    - Data entities
    - Security configuration
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
  - Electronic reporting export
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
    - Example file format
  - Electronic reporting export
    - Export electronic reporting file
- Other
  - Data entities
- Technical guide
  - Web API Endpoint
- Roadmap and release schedule
- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- Limitations
- Security configuration
- FAQ
- Definitions and Acronyms
Item creation wizard
- Release notes
- Introduction
- FAQ
- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
    - Item creation workflows
  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
  - Item creation
    - Creation import files
    - Item import
  - Item status
    - Automatic status update
- Inquiries
  - Creation import sessions
- Other
License manager
Product Lifecycle Management (PLM)
- Release notes
Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other

Introduction to EDI Integrations systems

This section will provide a quick overview of the Integration systems EDI module.
Integrations module is beneficial for EDI documents that are not specific to a customer, vendor or warehouse.
Change tracking is used to send data based on full or changes to the tracked table(s).
Examples are integrating with an online store.

Documents

Core EDI documents (All trading partners)

EDI contains the following documents pertaining to all Trading partners.

Inbound
- Functional Acknowledgement – Receive functional acknowledgement that outbound document has been received by Trading partner.
Outbound
- Functional Acknowledgement – Send functional acknowledgement that inbound document has been received.

Integrations EDI documents (Integrations license only)

EDI contains the following documents pertaining to Integration system Trading partners.

Outbound
- Customer - Allows D365 to send customer information using change tracking on tracked tables
- Customer group - Allows D365 to send customer group information using change tracking on tracked tables

Setup

Core setup

Core setup is discussed in detail here

Integration setup

Integration systems Document type setup

Setup Document types which will be assigned on Integrations Trading partner.
Users can access the form by navigating to EDI > Setup > Document types

File templates: applicable to all document types
Outbound file names: applicable to all outbound document types
Field metadata: optionally update staging form’s display name and help text per field

Integration systems

Integrations trading partner isn’t linked to D365 customer, vendor or warehouse.
This form allows the ability to create the Integration systems account that will be used when creating the Integrations Trading partner.

Integration systems

Trading partner setup

Create new trading partners and assign setup and incoming/outgoing documents.
Users can access the form by navigating to EDI > Setup > Trading partners

Trading partner

Processing

Import files

Ability to manually import or review inbound files

Inbound files

Export files

Ability to manually export or review outbound files

Outbound files

Export batch jobs

Integration systems module utilizes the Export batch jobs to schedule outgoing documents.

Export batch jobs

Integrations documents

Review staging records.
Users can access the forms by navigating to EDI > Documents > Integration systems documents