D365FO Taxonomy

The D365FO Taxonomy job retrieves masterdata from Dynamics 365 F&O using an export project in it's Data Management functionality. Raptor will retrieve the export created by F&O and generate tags from it using the Entity Configuration. Taxonomy jobs are useful to proactively create tags that might be useful for Raptor users.

In most cases, Raptor integrations are capable of making tags ad-hoc, whenever they are needed. Taxonomy jobs are therefore not essential for a working production environment. Their primary purpose is to make tags available for manual search in Raptor.

D365FO Taxonomy jobs use a Source service connection to a Dynamics 365 F&O environment (see Service connections) and use the Default delta packager.

Delta Fetch settings

To create a D365F&O Taxonomy job, an Export project must be available in your Dynamics 365 F&O environment. The export project can contains the list of entities that you wish to create tags for in Raptor. Be sure to choose 'XML-element' as source data format for each entity.

Set the default refresh type for each entity to 'Incremental push only' to prevent unnecessary load on your F&O environment and Raptor tenant. Incremental push requires activating change tracking on the entity.

Note that tags will not be created for an entity if there is no Entity Configuration set up for it.

Uri: the URL of your F&O environment (e.g. https://finopsaos.cloudax.dynamics.com).

Definition Group Id: Group name of the export project

Package name: the name given to the created exports

Legal Entity: the legal entity in F&O which the export should be made for

Retention Days: amount of days that the export should remain available