Tips and troubleshooting Dynamics 365 for Finance and Operations

Check these issues when troubleshooting the Dynamics 365 for Finance and Operations integration.

Tracking jobs inside Dynamics 365

When a vendor invoice is posted to Dynamics 365, the External ID of the ReadSoft Online invoice is set to the ID of the upload package message ID. This can be useful if you need to track the job inside Dynamics 365.

To track a job inside Dynamics 365:

  1. Open the invoice in question in ReadSoft Online Office to find the External ID.

    The External ID is displayed on the information tab of the document view.

  2. Login into Dynamics 365 and navigate to System Administration > Data Management IT > Recurring Data Jobs, and open the import job used for importing ReadSoft Online invoices.
  3. In the view that appears, a list of inbound messages is displayed. You can filter this list by clicking the Message id column header and typing the message ID within braces, for example "{E03CA8EB-24E8-4E46-8C7D-D89493761AE4}".
  4. Click Execution details to see the log of that specific import.

    If there are any errors, you can click View staging data for each entity to see the details of the error.