Welcome to Part 2 of our Microsoft Dynamics 365 Finance & Operations Integration Series. In this post, we’ll walk through how to push data into D365 F&O using Recurring Batch Jobs – a reliable way to automate data imports from external sources into the system.
This step-by-step guide outlines the entire inbound integration flow, from setting up the entity to validating a successful import using Postman and D365.
Inbound with Recurring Batch Job: Pushing Data into an Entity
In an inbound integration, external data is automatically imported into a D365 F&O entity using a recurring batch job. Here’s how to set it up:
Step 1: Create an Export Project to Retrieve Entity Headers
1. Go to Data Management > Export
This file will act as a template to structure your CSV for import.
2. Create a new export project
3. Add the “Terms of payment” entity (PaymentTermEntity)
4. Click Export now
5. Download the file to get the correct header structure for your import file
This file will act as a template to structure your CSV for import.
Step 2: Create an Import Project for Recurrence Batch API
- Go to Data Management > Import
- Create a new import project
- Add a Group name
- Add the “Terms of payment” entity
Step 3: Configure the Import Project for Recurrence
- Under Project Category, select Integration
- Click Create recurring data job
3. Fill out the required fields:
-
- Name the batch jobs
- Set the Application ID (enter the Client ID here)
- Ensure Enabled is checked
- Set the recurrence schedule
5. Click OK
6. Confirm with Yes
Step 4: Trigger the Recurring Job from Postman
- In Postman, create a new request
- Set the method to POST
- Name the request “Payment Terms”
4. Enter the URL: {{resource}}/api/connector/enqueue/{ActivityId}
5. Replace {ActivityId} with the one created during the recurring job setup
Step 5: Configure The Request
- Params tab: leave default or empty
2. In the headers tab – Set authorization and content type
3. In the body tab add the CSV file
In this example, the CSV contains two records for import.
4. Click Send. A response will be returned containing the Message ID. You will use this Message ID to check the status of your batch import.
Step 6: Monitor the Recurring Batch Job in D365
1. Go To System administration -> Workspaces -> System administrator
2. Click on the Data Management Id and select the tab Recurring data jobs
3. Select PaymentTermEntityBatchJob. This is the Recurring Batch Job we created earlier.
4. Check the Execution Details to confirm the job ran.
You should see two records were successfully imported.
Step 7: Validate the Import via Outbound API
- Run the outbound API (from Part 1) without recurrence
- The record count should now reflect the new imports (e.g., from 26 → 28)
- The import has ran successfully
Step 8: Check the Status of Your Message ID
- In Postman, create a new request
- Set method to POST
- Name it GetMessageStatus
- Enter the URL: {{resource}}/data/DataManagementDefinitionGroups/Microsoft.Dynamics.DataEntities.GetMessageStatus
5. Go to the headers tab and add an Authorization header
-
- In the body tab select raw and type the highlighted text below
6. Enter the Message ID you received earlier and click send to retrieve the job status. The status of this job is now processed.
Building Reliable, AI-Ready Inbound Integrations
That wraps up Part 2 of our D365 F&O integration series!
We’ve covered how to create, schedule, and execute an Inbound Integration using Recurring Batch Jobs, including how to validate your results with confidence. By automating the flow of external data into D365 entities, you’re not only reducing manual effort – you’re laying the groundwork for smarter, AI-driven operations.
Clean, consistent data is key to unlocking the full potential of AI features in Dynamics 365, and recurring integrations help ensure your system is always working with accurate, up-to-date information.
Stay tuned for Part 3, where we’ll flip the script and show how to set up Outbound Integrations – enabling D365 to act as a data provider to external systems.
About the expert
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Priyansh Gupta, Microsoft Dynamics Technical Consultant, OnActuate
Priyansh Gupta is a Microsoft Dynamics 365 Finance & Operations Technical Consultant with hands-on experience in platform customization, development, and integration. With a strong focus on streamlining business processes and enhancing user experience, Priyansh brings a practical approach to solving real-world challenges within D365 F&O. He holds the MB-500 certification in Dynamics 365 F&O development and is passionate about sharing his technical knowledge through blogging and community engagement. |
The “OneByte” blog series are technical how-to articles by OnActuate’s expert consultants covering software solutions that enhance operational efficiency, such as Microsoft Business Applications (Microsoft Dynamics, Power Platform) and Dayforce. Have a topic you would like to learn more about? Email us at info@onactuate.com!
Additionally, you can also read…
 OneByte: Integration Basics & OData API Setup in D365 F&O – Part 1 |
OneByte: Batch Retryable Framework in D365 F&SC |
OneByte: How to Send Sales Orders to Teams via Power Automate in D365 BC |
