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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / About Integration with...
Supply chain | Supply Chain Management, Commerce
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About Integration with other application

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Posted on by CU09051259-0 7
Dear Experts,
 
Hope everyone is doing well.
 
I am trying to learn about the integration with other applications with D365 F&O. You may feel silly question, but I need some idea.
  • If there is an application recording the purchase process and sending the live data to D365. Here I want to know through what parameter or field we are linking the PO Confirmation, Product receipt, Invoice.
  • Same in the other way round, if we do the PO in D365 how we are going to send to the live feeds to the integrated app and what are the fields we are mapping for it?
  • As well as, for PO cancellation, GRN Cancellation, Correction.
If anyone have any document or video link it will be very much helpful for me. Since I am a functional consultant, Mainly I want to understand from functional point of view.
 
Regards,
Dharma Ranjan
 
Categories:
Dynamics 365 Commerce
Dynamics 365 Supply Chain Management
  • Adis Profile Picture
    Adis Super User 2025 Season 1 on at
    About Integration with other application
     
    I am afraid your question is not specific enough to give you a straight forward answer. The MS Learn page gives you information what possibilities you have technically. However, how to integrate specifically data from a 3rd party software depends very much what your requirements are.
     
    F.e., if you are creating POs in another system and you want automatically to transfer (create) them in F&O you can customize F&O or use Power Automate to do so. The approach though, depends very much on what data you have in the 3rd party software that is required in F&O, your requirements, f.e. if you want to link the POs or really create a PO in F&O. Validation of data is also a big thing, how to prevent f.e. to create a single PO twice. I am talking about experience as we integrated also a third party solution for incoming invoices. The requirements where so specific that we had to customize F&O, but could also use some standard API.
     
    There is so much to discuss here, thats why I would recommened to reach out to a MS Partner in your area and have a talk with them.
     
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

  • CU09051259-0 Profile Picture
    CU09051259-0 7 on at
    About Integration with other application
    Dear Martin,
     
    Thank you for your response.
     
    If you have any Documentation, Blog Post, or YouTube videos that explain the process, kindly share them.
     
    If anyone else has similar resources, please do share as well.
     
    I Visited the Integration between finance and operations apps and third-party services - Finance & Operations | Dynamics 365 | Microsoft Learn Page. Any additional materials beyond this would be greatly appreciated.
     
    Thanks in advance.
     
    Regards,
    Dharma Ranjan
  • Martin Dráb Profile Picture
    Martin Dráb 233,896 Most Valuable Professional on at
    About Integration with other application
    It's not like that there is a single thing called integration and I'll tell you how it works. An integration is a software project and how it'll be designed depends on your requirements, your current business process, what you want to integrate, how the other system works and so on. You'll start the project by collecting business requirements. A SW architect experienced with integration should then look at capabilities of the two system and design a technical solution meeting the business requirements, and other non-functional requirements regarding performance, reliability and so on.
     
    There is no a single univeral way and no one can tell you which of the possible designs would be the best for you, because it depends on your business requirements and what you want to integrate F&O with.
  • CU09051259-0 Profile Picture
    CU09051259-0 7 on at
    About Integration with other application
    Dear Martin,
     
    Thank you for your response.
     
    First of all, you can say I have zero knowledge in Integration.
     
    I got a thought that, if we do any integration with D365 F&O and 3rd party App, how system process the PO Process & SO Processes? Particularly how we are connecting between the two systems?
     
    For Example: A 3rd party application Process the Purchase order (POS or another app) and the same details of the purchase order in D365 F&O get create instantly. How this type of process or connection or link) we are enabling?
     
     
    Regards,
    Dharma
  • Martin Dráb Profile Picture
    Martin Dráb 233,896 Most Valuable Professional on at
    About Integration with other application
    When you say "linking the PO Confirmation, Product receipt, Invoice", what do you want to link them to? To the purchase order header, for instance? Or do you want to link, say, an invoice to all related order confirmations? (If so, the next question will be why, because it doesn't make a good sense to me.)
     
    What fields you need to send to the other app depends on what information you need to have available there.

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