Product: Dynamics 365 For Finance and Operations

Article Link: http://help.truecommerce.com/en/articles/10922284-dynamics-365-for-finance-and-operations-configuring-dynamics-365-for-finance-and-operations-with-transaction-manager

Transaction Manager and Dynamics 365 For Finance and Operations work off of an Integrated FTP solution - meaning Transaction Manager and Dynamics 365 For Finance and Operations swap files through an intermediate hosted File Transfer Protocol (FTP) Server that is hosted by TrueCommerce for Transactions Received/Sent to your Trading Partners.

So we'll need to ensure that Transaction Manager and your Dynamics 365 For Finance and Operations environments are configured properly to point toward the same hosted Integration FTP.

When your Transaction Manager profile is setup you will automatically receive a pre-configured Integration FTP solution that includes a Hosted FTP, User Credentials, and Folder Pathing predefined for you. You will need to mark these down in order to configure them within Dynamics 365 For Finance and Operations.

You will need to have access to your FTP Username & Password which would of been provided to you during your initial implementation with Transaction Manager. Your username is typically your EDI Qualifier + ID used with Transaction Manager.

When configure Dynamics 365 For Finance and Operations you will need to point your Inbound and Outbound paths to the Integration FTP pre-configured through Transaction Manager. You can find these paths under your Business System → Company Configuration settings under the Cloud Access group.

Navigate: Business System → (Company Name) → Company Configuration → System Setup (Default Page when selecting Company Name)

Copy: Import Path & Export Path (Starting from the IntegrationFTP)

When copying the Integration FTP Path from Transaction Manager and pasting it into Dynamics 365 For Finance and Operations you will want to convert the backward slashes into forward slashes.

Once you have your User Credentials and the Import/Export Folder Paths for your Integration FTP you can configure your AppServer within Dynamics 365 For Finance and Operations.

Your Dynamics 365 For Finance And Operations can have multiple Connection points - allowing you to pull data as needed. We need to create a connection to the Integration FTP so that files can be sent/received with Transaction Manager.

Navigate: Modules → EDI → Settings → Global System Settings

Select: AppServer Connections

Select: New

The Connection Settings listed first are used to provide an ID and URL towards the FTP Server.

AppServer Type: FTP or SFTP

AppServer ID: 3-Digit ID to identify Connection. 'FTP' (Recommended ID)

Description (Optional): 'TrueCommerce Transaction Manager' or 'TrueCommerce FTP' recommended.

AppServer URL: sftp.truecommerce.com (see below for traditional FTP)

Timeout: Leave at 60000ms

The FTP Settings portion configure the User Credentials and Paths that Dynamics 365 For Finance and Operations will utilize to connect and transfer data.

Transfer Protocol: SFTP for Secured FTPs (Recommended) and FTP for standard FTPs

Endpoint Document Type: XML

Username: Provided by TrueCommerce (EDI Qualifier + ID)

Password: Provided by TrueCommerce

Destination IN Folder: Export Path copied from Transaction Manager

Destination OUT Folder: Import Path copied from Transaction Manager

FTP Port: 22

Disable keep alive: no

Once your Credentials are entered and complete - you can select the Test button to ensure Dynamics 365 For Finance and Operations was able to successfully connect.

Select: Test (bottom of screen)

rev 3/25/2025