Configuration

Below are the primary steps necessary for setting up MS Dynamics 365 FO system to integrate with the 3DEXPERIENCE platform and utilize the built-in use cases facilitated by the TIF Cloud D365 FO connector.
D365 FO Configuration demo companies 3.0   3.1.1
D365 FO Configuration demo companies 3.0   3.1.2
Legal entities (T001, T002) shown above are example for reference purpose only.

Hide workspaces for a more clean demo experience (user level)

D365 FO Configuration demo companies 3.0   3.2.1
D365 FO Configuration demo companies 3.0   3.2.2

Default company / Date, time and number format(user level)

D365 FO Configuration demo companies 3.0   3.2.3

Generate Number sequences

D365 FO Configuration demo companies 3.0   3.3.1
D365 FO Configuration demo companies 3.0   3.3.2
D365 FO Configuration demo companies 3.0   3.3.3

Number sequence for Product and Item number

D365 FO Configuration demo companies 3.0   3.4.1
D365 FO Configuration demo companies 3.0   3.4.2

Changed Number sequence for cases to manual both T001 and T002

D365 FO Configuration demo companies 3.0   3.5.1

Changed Number sequence for BOM to manual in both T001 and T002

D365 FO Configuration demo companies 3.0   3.6.1
Need to search Bill having BOM as reference

Party number 3DEXPERIENCE

D365 FO Configuration demo companies 3.0   3.7.1.1
D365 FO Configuration demo companies 3.0   3.7.1.2

Route default as “Auto” Route = List of operations

D365 FO Configuration demo companies 3.0   3.8.1

Default Calculation group (mandatory for costing/MRP) both T001 and T002

D365 FO Configuration demo companies 3.0   3.9.1

Product dimension group (global)

D365 FO Configuration demo companies 3.0   3.10.1

Storage dimension group (Global)

D365 FO Configuration demo companies 3.0   3.11.1

Tracking dimension groups (Created with Contoso, Global)

D365 FO Configuration demo companies 3.0   3.12.1
D365 FO Configuration demo companies 3.0   3.12.2
D365 FO Configuration demo companies 3.0   3.12.3

Product Life cycle state defined as below (Global)

D365 FO Configuration demo companies 3.0   3.12.4 a
D365 FO Configuration demo companies 3.0   3.12.4 b

Units (Global, created “each”)

D365 FO Configuration demo companies 3.0   3.13.1
D365 FO Configuration demo companies 3.0   3.13.2
D365 FO Configuration demo companies 3.0   3.13.3

Site T001 & T002

D365 FO Configuration demo companies 3.0   3.14.1

Warehouse T001 & T002

D365 FO Configuration demo companies 3.0   3.15.1

Item model group MA (T001 & T002)

D365 FO Configuration demo companies 3.0   3.16.1
D365 FO Configuration demo companies 3.0   3.16.2

Styles (Global)

D365 FO Configuration demo companies 3.0   3.17.1
D365 FO Configuration demo companies 3.0   3.17.2

Create Case categories

D365 FO Configuration demo companies 3.0   3.19.New.1

Create Engineering Organization

D365 FO Configuration demo companies 3.0   3.20.New.1

Create Engineering Product Category Details

Create new Release product ECM_temp

D365 FO Configuration demo companies 3.0   3.21.New.1

Create a template using the above released product ECM_temp

D365 FO Configuration demo companies 3.0   3.21.New.2

Create Product release policies Product using ECM_temp

D365 FO Configuration demo companies 3.0   3.21.New.3

Create Engineering product category details using Product release policies

D365 FO Configuration demo companies 3.0   3.21.New.4

Enable Batch endpoints in D365 FO system

Below are the endpoint XML need to enable in D365 FO system to get data created by 3DEXPERIENCE.

Bill of materials version document attachments
<?xml version="1.0" encoding="utf-8"?>
<Document>
    <BOMBILLOFMATERIALSVERSIONDOCUMENTATTACHMENTENTITY>
        <ACCESSRESTRICTION />
        <ATTACHMENTDESCRIPTION />
        <BOMID />
        <BOMVERSIONFROMQUANTITY />
        <BOMVERSIONMANUFACTUREDITEMNUMBER />
        <BOMVERSIONPRODUCTIONSITEID />
        <BOMVERSIONPRODUCTSTYLEID />
        <DOCUMENTATTACHMENTTYPECODE />
        <NOTES />
    </BOMBILLOFMATERIALSVERSIONDOCUMENTATTACHMENTENTITY>
</Document>
Bill of materials lines V3
<?xml version="1.0" encoding="utf-8"?>
<Document>
    <BOMBILLOFMATERIALSVERSIONDOCUMENTATTACHMENTENTITY>
        <ACCESSRESTRICTION />
        <ATTACHMENTDESCRIPTION />
        <BOMID />
        <BOMVERSIONFROMQUANTITY />
        <BOMVERSIONMANUFACTUREDITEMNUMBER />
        <BOMVERSIONPRODUCTIONSITEID />
        <BOMVERSIONPRODUCTSTYLEID />
        <DOCUMENTATTACHMENTTYPECODE />
        <NOTES />
    </BOMBILLOFMATERIALSVERSIONDOCUMENTATTACHMENTENTITY>
</Document>

Create Entity (Data Entities) and Import

D365 FO Configuration demo companies 3.0   3.22.New.1

Bill of materials lines V3 & Bill of materials version document attachments

D365 FO Configuration demo companies 3.0   3.22.New.1

Import Project

D365 FO Configuration demo companies 3.0   3.22.New.1
  • Group Name : BillOfMaterialsLinesV3 import

D365 FO Configuration demo companies 3.0   3.22.New.3

Click Manage recurring data jobs in top panel

D365 FO Configuration demo companies 3.0   3.22.New.4
Figure 1. Setup

Use the ID generated above as the activity ID in the endpoint Send BOM URI defined in extension settings.

Application ID is used as client id for D365 instance in TIF configuration

  • Group Name : Import BOMVersionDocAttachments

D365 FO Configuration demo companies 3.0   3.22.New.5

Click Manage recurring data jobs in top panel

D365 FO Configuration demo companies 3.0   3.22.New.6
Figure 2. Setup

ECM template configuration to support UOM.

  • Select Engineering change management module.

  • Select Released Product.

D365 FO Configuration demo companies 3.0   3.23.1
  • Create New Product and fill the mandatory details and click OK.

D365 FO Configuration demo companies 3.0   3.23.2
D365 FO Configuration demo companies 3.0   3.23.3
  • Select Engineering change management module.

  • Select Product release policies.

D365 FO Configuration demo companies 3.0   3.23.4
  • Create New policy which refers the released product created above.

D365 FO Configuration demo companies 3.0   3.23.5
D365 FO Configuration demo companies 3.0   3.23.6
  • Select Engineering change management module.

  • Select Engineering product category details.

D365 FO Configuration demo companies 3.0   3.23.7
  • Create new product category and map it with the policy which is created above.

D365 FO Configuration demo companies 3.0   3.23.8
D365 FO Configuration demo companies 3.0   3.23.9

Test create items

D365 FO Configuration demo companies 3.0   3.18.1
D365 FO Configuration demo companies 3.0   3.18.2
D365 FO Configuration demo companies 3.0   3.18.3 a
D365 FO Configuration demo companies 3.0   3.18.3 b

Test create BOM

D365 FO Configuration demo companies 3.0   3.19.1

Setup New Employee

D365 FO Configuration demo companies 3.0   3.20.1
D365 FO Configuration demo companies 3.0   3.20.2

Install Deployable Package

Steps for installation

1. Make sure your deployable package folder name does not contain any white space.
2. Unlock and Unzip deployable package {tif-connector-installer-name}-<VERSION>-setup.zip from Technia to your local folder.

Deployable package installation 1

3. Close all Visual studio, SQL Server and Internet Explorer instances.
4. Open command prompt and Run as Administrator.
5. Change directory to deployable package. Command to target your folder
    cd [your deployable package folder path]
6. Run command AXUpdateInstaller.exe list to see any other runbooks which already exist.
    Make sure you don’t use already created runbook id. Create unique runbook id.
7. For creating runbook id run this command AXUpdateInstaller.exe generate -runbookid="MyRunBookId-runbook" -topologyfile="DefaultTopologyData.xml"
-servicemodelfile="DefaultServiceModelData.xml" -runbookfile="MyRunBookId-runbook.xml".
8. Now import runbook using command AXUpdateInstaller.exe import -runbookfile="MyRunBookId-runbook.xml"
9. As final step for execution run this command AXUpdateInstaller.exe execute -runbookid="MyRunBookId-runbook"


Refer below screenshot:


Deployable package installation 2


Deployment in production:

  • Create a deployable package from visual studio:

    • Select installed package while creating a deployable package.

    Deployable package installation 3

  • Creating deployable package from Devops Pipeline

    • Need to add objects in source control

      Deployable package installation 4
  • Check-in new objects.

  • Create a package from build pipeline. Verify that package is included in deployable package.