Integration release notes

Microsoft Dynamics 365 CO

Supported Source System Version

Microsoft Dynamics 365 for Finance and Operations and Commerce.

Download the software

To download and install the software, get the latest .zip file from the Indirect Tax Customer Center:
  1. Open the Indirect Tax Customer Center at https://customercenter.sabrix.com/.
  2. Sign in with the username and password provided by Customer Support.
  3. Find
    Integration for Microsoft Dynamics 365 F&O
    and
    C&O
    (if applicable) for the latest version in the Available Products list, and verify that
    Installed Version
    is set to
    None
    .
  4. Select
    Download for Integration for Microsoft Dynamics 365 F&O
    and
    C&O
    for your version.
  5. Save the file.
  6. Unzip the Microsoft Dynamics 365 F&O and C&O (if applicable) file.

How to Install IDT for D365 Commerce

ONESOURCE IDT for D365 Commerce was built with the Contoso demo data. As such, a full retail deployable package would include the Contoso retail store front example which is not needed or desired.
Instead, a trimmed down package is provided with only the files needed for repackaging in a full retail deployable package. More details are available in Microsoft's article: Create deployable packages.
Install F&O Package
First install the F&O package for ONESOURCE IDT. Apply the package to a development environment and check-in all the files added. For more information use either of the instructions here:
Merge ONESOURCE IDT Commerce into the local RetailSDK
  1. Copy all the DLLs from
    <IDTRetailPackage Extract Location>\References
    to the
    RetailSDK\References
    folder.
  2. Copy all the SQL files from
    <IDTRetailPackage Extract Location>\Database\Upgrade\Custom
    to the local
    RetailSDK\References
    folder
  3. (Optional) Application Insights is an Azure service with the capability to host logs that are generated while running Commerce Runtime code. If a ONESOURCE tax integration log cannot be written to the channel database, it can instead log it to an Application Insight. To configure this,
    1. First create an Application Insights in your Azure subscription. After creating an App Insight on the
    2. Go to the
      Overview
      page, find the GUID called an
      Instrumentation Key
      in the Essentials area.
      Add this value to the
      ext.AppInsightsKey
      node in the
      CommerceRuntime.Ext.config
      file. If you want to find traces that are generated upon exceptions follow these directions: Log extension events to Application Insights
  4. Copy and paste the
    Add
    lines from the
    <IDTRetailPackage Extract Location>\Assets\CommerceRuntime.Ext.config
    file into the local
    RetailSDK\Assets\ CommerceRuntime.Ext.config
    .
    • (Optional) Copy the
      Application Insight Instrumentation Key
      from Step 3, to the
      ext.AppInsightsKey
      node.
  5. Copy and paste the
    ItemGroup
    lines from the
    <IDTRetailPackage Extract Location>\ BuildTools\Customization.settings
    file into the local
    RetailSDK\ BuildTools\Customization.settings
    file .
  6. Check-in all new and updated files.
  7. Run your pipeline(s) to build new F&O and Commerce (Retail) packages.
  8. Install new packages in TEST/target environment.
  9. After you finish the install, complete any remaining tests or setup:
    • Run the IDT Setup Wizard.
    • Populate the JSON parameters on the IDT Parameters form, if desired.
    • Initialize the Commerce Scheduler.
    • Execute a full sync of the 9999 job.