When integrating Workday Adaptive Planning with Microsoft Dynamics, you need to consider the type of Microsoft Dynamics you are integrating with. The approach to integrate with Microsoft Dynamics GP is different than that of Microsoft Dynamics SL. When integrating with Microsoft Dynamics GP, there is a designed data source template to use in Workday Adaptive Planning. This template is specifically meant for integrating with Microsoft Dynamics GP and will not work for Microsoft Dynamics SL. To integrate with Microsoft Dynamics SL, you need to use the JDBC Database or Scripted Data Source templates.
The Microsoft Dynamics GP template references the table, SY40100, which is a default table specifically for Microsoft Dynamics GP and is not found in Microsoft Dynamics SL. If you attempt to create a connection to Microsoft Dynamics SL using this template, you will get an error when attempting to import the structure from the database.
Each data source template will require different information to create the connection to the database. When creating a Microsoft Dynamics SL connection using the JDBC Database template, you will need the information shown in the screenshot below to get started. The only field that is not required is “schema filter”, which is an optional field that can be used to limit the number of tables that need to be refreshed in Workday Adaptive Planning. The username you utilize to connect will need to be set up with full admin access within the SL database in order to facilitate the connection. For more information on what’s needed to use this data source template, reference the knowledge base with this link.
When creating a Microsoft Dynamics SL connection using the Scripted Data Source template, you will need the information shown in the screenshot below to get started. All these fields are required to create the connection and you will need to create a data agent to use this template. The creation of the data agent will be done within Workday Adaptive Planning, then needs to be provisioned on a server. You will have to install “Data Agent Service Manager” on the server to provision the data agent. The data agent is then connected to the data source and facilitates the flow of the data. For more information on what’s needed to use this data source template, reference the knowledge base with this link.