Microsoft Dynamics 365: Export Price Catalogue to Customer

Features

  1. Activate all or specific customers to export price catalogue.
  2. Automatically export price catalogue to VAN/EDI, PEPPOL, and NemHandel network.
  3. Export price catalogue to specific customers or gateways using API, SFTP, FTP, AS2, email, and other supported channels.
  4. Data mapping and validation before sending price catalogue to trading partners.
  5. Share adaptors with other users within your subscription with advanced security controls.
  6. Configure positive and negative email notifications for export status and processing results.
  7. Export price catalogue in real time or schedule exports on an hourly, daily, or weekly basis.
  8. Monitor price catalogue processing statuses and identify errors to simplify troubleshooting and corrective actions.

Configuration flow

Procedure to activate Adaptor Microsoft Dynamics 365: Price Catalogue to Customer

Navigate to Adaptors-> Catalogue, there you can find multiple Adaptors which you can use for business purpose

Click on 'Activate', Adaptor Microsoft Dynamics 365: Price Catalogue to Customer will be activated in your account

You can choose any other gateway which is supported by HubBroker as a destination system and it will be selected as a destination gateway while configuring adaptor.

After activation of Adaptor it will navigate to 'General' screen of Adaptor

Procedure to configure Adaptor Microsoft Dynamics 365: Price Catalogue to Customer

In General you can manage different settings described in below (General) image

The General tab allows users to configure the basic settings of an adaptor, including its name, description, email configuration, execution status, execution mode, sharing permissions, and security settings.

The following settings are highlighted in the image:

Configure SMTP: Select the default HubBroker email address or an available IMAP/SMTP account. Notification emails and files sent through the destination email gateway will use the selected email configuration.

Status (Active / Inactive): Control whether the adaptor is enabled or disabled.

  • Active: The adaptor is enabled and can execute according to its configured schedule (every hour in the illustrated example).
  • Inactive: The adaptor is disabled and will not execute.

Execution Mode (Production / Testing): Select how the adaptor processes documents. Production mode is used for normal processing, while Testing mode follows the configured testing behavior, including whether files are sent to their original or processed destinations.

Learn more about sharing and security - Click here

Click on 'Source' to connect Microsoft Dynamics 365 account with iPaaS, and Price Catalogue will be exported from your Microsoft Dynamics 365 account once it is configured

Step by step connection of Microsoft Dynamics 365 account to iPaaS is shown in below images.

Click on ' + ' to connect new Microsoft Dynamics 365 account.             

After Click on ' + ' OR Click on via the email if you received any connection link you will redirect to the below screen and choose any company and it will fetch company details

After clicking on 'Connect Microsoft Dynamics 365 account', it will be redirected to a login page or if you were already logged in then to a source with a connection to the new account.

Click on 'Export Rules' to add settings for customers and supplier

In 'Export Rules', all the customers connected through Microsoft Dynamics 365 account will be displayed and you can activate all/specific customers for price catalogue

After activation of customers you can change custom settings (General settings, supplier/sender settings, customer/receiver settings, output format, destination gateway) for individual customer

'Matched customers with HubBroker network' tab and 'Help me activate customers automatically' button provided if you have choose 'To HubBroker Network' gateway as a destination gateway.
If you have choose 'To HubBroker Network' gateway as a destination then you have an access to select all type of gateways(For Ex. FTP, Email, etc.) as a destination gateway.

While activation of customer it will ask for the details, where you need to provide output format and destination gateway to identify in which format and where we can send the catalogue.

After activation of customer it will be displayed like below (Activated customer) image:

If you want to change settings for some individual customer then you can click on 'Settings' and it will do custom settings for that particular customer (Displayed in above - Activated customer image)

You can define (Common) settings for Supplier/Sender in Adaptor level like displayed in below (Customized settings for supplier - Adaptor level) image and it will be applicable to all the customers

You can do customized (Common) settings for Supplier/Sender in Adaptor level like displayed in below (Customized settings for supplier - Adaptor level) image and it will be applicable to all the customers

Product Settings allows you to configure how product information is retrieved and exported from MS Dynamics 365.

Setting

Description

Inactive Customers if RegNo/VATNo Not Found

Enable this option to deactivate customers for export when their VATNo or EAN number is missing from the MS Dynamics 365 account.

1(a). Select Which Products You Want to Export

Choose which products should be included in the export. The currently selected option is Open.

1(b). Exclude Products Without EAN Number

Enable this checkbox to exclude products that do not have an EAN number registered in MS Dynamics 365.

1(c). Remove Special Characters from Item No.

Specify special characters that should be removed from product item numbers during export. The example shows @ as the configured character.

1(d). Retail Price Settings

Enable this option to retrieve retail prices directly from MS Dynamics 365 and include them in the exported product data.

1(e). Choose Product Lookup

Select the product lookup configuration used to retrieve or match product information during export.

Select Key Field to Search Products from Lookup

Choose the key field used to identify and match products within the selected lookup configuration

Price Catalog File Settings allows you to configure the structure and additional information included in exported price catalog files.

Setting

Description

2(a). Change Filename Pattern

Select a predefined filename pattern for generated price catalog files to maintain consistent file naming during export.

2(b). Validity Period Settings

Specify the validity period of the exported price catalog in days. The image displays 0 days; the exact behavior of this value depends on the configured export rules.

2(c). Multiple Currency Settings

Select the currencies to include when exporting price catalog information in multiple currencies.

Validation Settings allows you to set a validation configuration when the destination system or trading partner has specific data requirements.

Caching Settings allows you to configure temporary data storage to improve processing performance and reduce repeated data retrieval.

Setting

Description

Validation Settings

Select the validation configuration used to check exported product and price catalog data against defined requirements. The currently selected option is None, indicating that no validation configuration is selected.

Edit Validation

Use the yellow edit button next to the validation dropdown to access the available validation configuration options.

Enable Caching

Enable this option to temporarily store frequently used product and price catalog data, helping improve processing performance by reducing repeated data retrieval.

Hours

Specify the number of hours for which the cached data should remain valid. Once the configured period expires, the system retrieves fresh data.

Clear Caching

Click Clear Caching to remove the existing cached data immediately. The next process will retrieve the latest available data instead of using the previously cached data.

Custom settings for particular customer

You can change below settings for individual customer as per the customer requirements.

These settings allow you to customize how invoices are processed for each customer. 

  • General settings
  • Supplier/Sender settings
  • Customer/Receiver settings
  • Output Format
  • Destination Gateway

These settings allow users to configure customer-specific product exports, pricing information, product lookups, and price catalog file settings without changing the default configuration for other customers.

Customer-specific settings provide the same configuration options as the main adaptor settings. However, they allow you to define separate configurations for individual customers without changing the main settings used for other customers.

Notification settings

Feature to send positive and negative notifications for document and adaptor level

You can enable/disable the notification settings according to needs.

Notification settings categorized into 2 sections:

1. Document level notification settings

  • Enable positive notification will be sent when document has been exported and sent successfully to trading partner
  • Enable negative notification will be sent when there is an error in exporting document or sending it to trading partner

2. Application level notification settings

  • Enable positive notification for getting email alert when application executed successfully.
  • Enable negative notification for getting email alert when execution of appilcation is failed.

Schedule settings

You can set schedule for Adaptor when you want to be run the Adaptor automatically

Adaptor support 7 types of schedule.

1. Hourly

2. Daily

3. Weekly

4. Weekly skip

5. Week number

6. Calendar

7. Run once

Dashboard

You can view all the transactions of Adaptor through Dashboard

You can view all the details of exported documents like sender, receiver, document number, customer order number, supplier order number and status

You can view XML file of catalogue which are exported and successfully processed into destination gateway.

Category: Adaptor

Last date of update: 26.10.2026

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