Manual sync with D365 Finance and Operations

Once the previous steps have been completed, the data from D365 Finance and Operations can be imported. This can be done automatically, or manual. Once the sync has been completed, sync logs can be validated.

Upon successfully completing the syncs, the data in organisational data will be updated.

Click on Sync to synchronize 1 topic. Click Sync all > Sync (last option) to synchronize all data. Best practice is to sync all, since there are interdependencies among entities.

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Figure 12: Manual sync

Explanation of some of the settings and the impact of parameters:

Items Description
Jobs The imported jobs.
Departments The imported departments.
Users The imported users.
System security user role organization The imported user roles.
Workers The imported workers.
Employees The imported employees.
Contractors The imported contractors.
Positions The imported positions. Depends on jobs, departments and users.
Position durations The imported position durations. Depends on positions.
Position worker assignment The imported relations between positions and workers.
Position hierarchies The imported position hierarchies.
Employments The imported worker employments.
Legal entities The imported list of legal entities.
System security user legal entities The imported permissions to access specific legal entities.
Financial dimension setup The imported financial dimensions setup.
Financial dimension types The imported financial dimensions types.
Financial dimension values The imported financial dimensions values.
Worker postal address The imported worker addresses.
Sync all The option to synchronize all items above at once.

Note: to be able to sync, the background process must be active. In PRODUCTION systems this will be always on; in SANDBOX environments you may have to activate it on the admin dashboard.

Upon successful maintaining of the connection profile, and clicking the sync all button (or one of the other buttons), data will be scheduled to import. As a result, the status will be updated:

  • The last sync date and time will be displayed;

  • The status of the sync will be displayed. In the example below different statuses are showing as *batch import (*setting from the connection profiles) is selected. The statuses are Finished, Selecting and Scheduling;

  • After the batch job has imported, information is displayed (imported, updated and errors):

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Figure 13: Example sync status and results

Upon clicking view sync logs (see Figure 13: Manual sync) details on the synchronizing status can be seen. Depending on the setting within connection profiles, details can be seen per sync log.

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Figure 14: Sync logs

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Figure 15: Sync logs Details

You can cleanup the sync log by select the menu "Clean log" and then select the status: ` image.png

When you confirm the next dialog with "clean up", the selected sync log items will be removed:

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