The Target system configuration dialog: Dynamics 365 for Finance and Operations settings
Use these settings to configure the Dynamics 365 for Finance and Operations integration.
To access this dialog: Select a Services node in the administration tree-view on the partner level or customer level, select Target system, select Dynamics 365 for Finance and Operations and click Configuration.
|Output image format||Determines the format of the output invoices.
If you change the output format, the change only applies to invoices that you upload after the change was made. Invoices that are already in the system at the time of the change are not affected.
|System URL||The URL of the Dynamics 365 tenant. For example, https://mycompany.cloudax.dynamics.com.|
|AD tenant||The Directory Tenant ID that is specified on the application registration page in Azure AD. Optionally, you can use the active directory domain name.|
|Client application ID||The Application Client ID that is specified on the application registration page in Azure AD.|
|Client secret||The client secret Value that you create when registering ReadSoft Online in Azure AD.|
|Recurring data job ID||The ID of the recurring data job you create in Dynamics 365.|
|Default procurement category||Optional. The name of the fallback category to use for non-PO based invoices if not specified on the invoice.|
|Custom field mapping||The custom field pattern (data template) you use to map ReadSoft Online data to Dynamics 365 header fields (vendor invoice header entities).|
|Custom line-item field mapping||The custom field pattern (data template) you use to map ReadSoft Online data to Dynamics 365 line-item fields (vendor invoice line entities).|
|MASTER DATA IMPORT|
|Procurement category hierarchy|| The name of the procurement category that you want to import.
To locate the name of the procurement category in Dynamics 365:
|Tax registration number source||
Specifies the Dynamics 365 field you want to import as master data for the tax registration number.
If you have network restrictions on IP addresses, ReadSoft Online uses these IP addresses to connect to Dynamics 356 for Finance and Operations: