Microsoft Dynamics 365 F&O : Import Customer Order
Features
- Automatically Import customer sales orders into Microsoft Dynamics 365 F&O reducing manual data entry and improving order processing efficiency.
- Import customer sales orders using various multiple gateways, including SFTP, FTP, From HubBroker Network, IMAP, API and Post Receiver.
- Data mapping and validation before importing orders.
- Configure notification settings, including positive and negative email notifications for app users.
- Schedule order imports on a daily, weekly, or hourly basis.
- Share adaptors with other users within your subscription with advanced security controls.
- Monitor order processing statuses and identify errors to simplify troubleshooting and corrective actions
Configuration flow
Procedure to activate Adaptor Microsoft Dynamics 365 F&O : Import Customer Orders
Navigate to Adaptors -> Catalogue, there you can find multiple Adaptors which you can use for business purpose
Click on 'Activate', Adaptor Microsoft Dynamics 365 F&O : Import Customer Orders will be activated in your account
After activation of Adaptor it will navigate to 'General' screen of Adaptor
Procedure to configure Adaptor Microsoft Dynamics 365 F&O : Import Customer Orders
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 source gateways to import the orders into Microsoft Dynamics 365 F&O account
You can select any gateway from existing gateway or you can create new gateway of below different types:
- FTP
- SFTP
- API
- Imap
- From HubBroker Network
- Post Receiver
You can select multiple gateways as a source gateway.
You can create new gateway by clicking on 'Create new gateway'
You can select any gateway as a source from existing gateways by clicking on 'Select from existing gateways', and it will display all the existing gateways and you can choose any gateway.
When you clicked on selected gateway type (For Ex: FTP)then below image will be displayed and you can choose any other gateway as a source for input
After selection of source gateway, it will be displayed like below:
Click on 'Destination' to connect Microsoft Dynamics 365 F&O account in destination, and orders will be imported into Microsoft Dynamics 365 F&O account once it is configured.
Step by step connection of Microsoft Dynamics 365 F&O account to iPaaS is shown in below images.
Click on ' + ' to connect to new Microsoft Dynamics 365 F&O account.
After that you have to add Resource link to connect your Microsoft Dynamics 365 F&O account'
Select the email and choose any company and it will fetch company details.
Now, It will redirect you to choose the company from the list.
After clicking on 'Connect Microsoft Dynamics 365 F&O 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 'Import Rules' to add settings for customers for import of documents
In 'Import Rules', all the customers connected through Microsoft Dynamics 365 F&O account will be displayed and you can activate all/specific customers for orders
After activation of customers you can change custom settings (General settings, Delivery locations settings, product settings, control document settings) for individual customer
After activation of customer it will be displayed like below (Activated customer) image:
The Import Rules feature allows users to configure customers connected through Microsoft Dynamics 365 F&O, search customers using different criteria, customize import settings, and activate or deactivate document imports for individual or multiple customers.
Default settings for order import
The Default Settings feature allows users to define the priority order for retrieving customer details from the Microsoft Dynamics 365 account during order import, with options such as Master Sender ID, Sell-to Number, Customer Reference, and Customer Lookup, etc.
Settings to create new customer in Microsoft Dynamics 365 F&O or reject the order when customer account (which is given in order) is not available in Microsoft Dynamics 365 F&O
Currency: Define how the currency is assigned to imported orders. You can retrieve the currency from the customer record, use the currency specified in the incoming order/invoice, or select a specific currency from the available options in Microsoft Dynamics 365 Business Central.
Import Same Orders Again if Received: Control how the adaptor handles orders that have already been imported. Select Create Same Order to import the order again or Reject Order to prevent duplicate order imports.
The Delivery Location Settings allow users to retrieve and set the correct delivery address using configured lookup priorities, while providing options to accept or reject the order when no delivery address is available.
The Product Settings allow users to configure product lookup priorities using EAN, Seller Item No, or Buyer Item No, and define fallback products when a matching product is not found in Microsoft Dynamics 365 F&O.
Product settings can be configured using the unit price, unit of measure, and applicable special discounts.
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 orders are processed for each customer.
- General Settings
- Delivery location settings
- Product Settings
- Control Document Settings
Notification settings
HubBroker Notification Module includes the ability to be notified on the individual steps of the transformation process, from data and / or file received at HubBroker until data and/or file leaves HubBroker’s operating environment.
- In the notification module, standard notification text can be used, or specific notification text is specified.
- In addition, small shortcuts have been developed that can be enabled in the notification message, which makes it easier for the user to navigate the HubBroker integration platform (iPaaS).
- HubBroker provide facility to send positive and negative notifications for document and adaptor level.
- User can enable/disable the notification settings according to your needs
- Document level positive notification ensures that file is processed successfully.
- Document level negative notification ensures that file is failed due to some reasons.
- Adaptor level positive notification: Enable positive notification for getting email alert when adaptor executed successfully.
- Adaptor level negative notification: Enable negative notification for getting email alert when execution of adaptor is failed.
User can set their email ids for getting positive and negative email notification.
Schedule settings
You can set schedule for Adaptor when you want to be run the Adaptor automatically
Learn more about schedule settings - Click here
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 PDF and XML file of invoices which are imported and successfully processed into destination gateway
Category: Adaptor
Last date of update: 23.10.2026
