Data Extraction for Microsoft Dynamics 365 Overview

Overview

The Extraction functionality allows you to extract Journals automatically according to schedules defined by you to eliminate manual extractions. Extracted data can be later used by downstream services, for example, General Ledger.

Overview of Data Extraction Process

The below description describes the data extraction process from the Fynapse GUI perspective. The complete process can be achieved through Fynapse GUI by using three screens:

• The Extracts screen displays all prepared extract configurations and lets you start defining a new configuration by clicking the Add button.
• The new extract configuration screen enables you to create extract configurations that allow you to extract a particular type of data using a defined query and triggering this extraction at a specific point in time with a required frequency. Configuring a new extract involves three major steps, that is:
  • Defining general settings such as a name, effective dates and time, a target name, and a configuration name
  • Building a particular data query to determine which data will be extracted
  • Configuring a schedule according to which the extraction will be performed or disabling it by selecting the Disabled option and manually extracting data by clicking the Run now button.
• The Extraction logs screen presents a list of already run extracts, as well as the ones currently in progress.

Extraction Constraints

The maximum number of General Ledger Journal Lines in one extraction process is 4000 lines. If this maximum number is exceeded per one triggered extraction process, then data is split into extract batches (each with a different JournalBatchNumber and a maximum of 4000 lines).

Data with the same Voucher (that is, originating from the same transaction) cannot be split into different batches. That is why, if the limit of 4000 lines is reached then all lines having the same Voucher are moved to the new extract batch.

Time Zone Support in Scheduler

To ensure proper work of a scheduler and guarantee that the extraction process will be triggered on configured dates and time regardless of a time zone in which you operate, some of the options available in the Day list when you select the Yearly and Monthly repetition options in the Scheduler panel are disabled. Additionally, there are some specific options available in the list:

• Last - means the last day of the month
• Last - 1 - means the last day of the month minus 1 day. For example, if you select this option for April it will always imply 29th. If you select it for February it can imply 28th or 27th depending on whether it is a leap year or not.
• Last - 2 - means the last day of the month minus 2 days
• Last - 3 - means the last day of the month minus 3 days
• Last - 4 - means the last day of the month minus 4 days

Look at some configuration examples to understand how it works.

Learn More

• Extract Configuration
• Extraction Logs