Release2ERP for D365 BC
Perfion Release2ERP for D365 BC allows you to import and persist information from Perfion to the D365 BC environment.
This document will describe the installation and configuration of Perfion Release2ERP for the typical D365 BC environment.
If you have special use cases or need custom setup tailored to your needs, please contact your Perfion partner for more information.
Introduction
Perfion Release2ERP for D365-BC allows you to import and persist information from Perfion to the BC environment.
This document will describe the installation and configuration of Perfion Release2D365BC for the typical BC environment. If you have special use cases or need custom setup tailored to your needs, please contact your Perfion representative for more information.
General Considerations
A word of caution
Any changes made to your ERP system should be tested in a proper test environment before being deployed to the live ERP system. Please consult with your Microsoft Dynamics 365 partner about the changes required to implement this software, before continuing further.
Supported BC Version
The following versions of Microsoft Dynamics365 BC are supported:
Microsoft Dynamics365 BC 13.0 to BC 24.0
Perfion will continually strive to offer support for any new releases of Dynamics 365 BC that Microsoft publish.
Object scope for Perfion Release2ERP for D365BC
Supported BC Clients
The online client is supported.
The On-Premise client is supported.
Prerequisites
The Service Layer server needs Microsoft .Net 4.5 installed.
The Perfion Web Client needs to be available and set up correctly.
One specific requirement is that a secure https must be used (web client accessed via https:// and not just http://). This is necessary because the cloud version of Business Central will not accept the web client as a secure site without a certificate.
Installation
There are two types of installations, one is for the cloud-based Business Central and the other one is for Business Central On-premise. So follow the installation instructions fitting for the type of Business Central on your machine.
On-premise Business Central Installation
Release2D365BC will be installed through the Powershell from Business Central.
You must make sure the NAVAdminTool Powershell Module is installed. If it is not present, please contact your ERP partner to have it installed.
Open the search feature in windows and type in: Business Central Administration Shell, right click the app and open it as PowerShell Administrator.
Below is an example:
After opening the Powershell, write cd \ and the folder directory for your Business Central as in this example below:
When you start typing the directory you can press the TAB button to make Powershell guess the folder name.
You should end up in the service folder like this:
Press Enter.
Now to the installation. To install the Release2 module you must run the app provided by Perfion. The following is an example:
Publish-NAVApp -ServerInstance "BC130" -Path "C:\PerfionR2ERP\Perfion_Release2D365BC_1.1.0.0.app" -SkipVerification
ServerInstance: The name of your BC Server, standard is “BCXXX”
Path: The exact location of your Perfion Release2D365BC.app file.
Press Enter, and your Release2 module should now be published in Business Central.
Now open your Business Central and search for Extension Management. Your Release2 should now be available inside here. Click it and click Install.
That’s it. The Perfion Add-in has now been installed.
Cloud-based Business Central Installation
Release2D365BC can be imported by uploading the .app-file as an Extension in Business Central.
Go to Setup & Extensions/Extensions and choose Manage/Upload Extension. You should see a page like this:
Select .app file: This is where you must choose the Perfion_Release2D365BC_1.1.0.0.app file to deploy it to BC.
Deploy to: Here you can select when to deploy the extension. The current version of BC, or the next minor or major version.
Language: This chooses between the languages you have in BC.
Accept: Push the dot to the right, to accept the Disclaimer that Microsoft is not the creator of this extension.
After the installation you should be able to see the Release2D365BC in your extensions menu like this:
Install via Extension Marketplace (Cloud)
Perfion now offers the option for ones who are running on a cloud hosted D365 Business Central, to directly download and install our Release2ERP module through D365 Business Central ‘Extension Marketplace’.
Search for ‘Extension Marketplace’ in Business Central:
In the ‘Extension Marketplace’ search for ‘Perfion Release2ERP’ and press ‘Get it now’
Enter the required information and accept the terms of use click ‘Continue’. The Add-in will now proceed to download and should be visible under ‘Extension Management’ once it has downloaded and installed.
Configuration
Release2D365BC is a very versatile tool that can be configured to fit many different use cases. In this document, we will show simple examples that illustrate what is possible and discuss the options available. All settings have to be made in Business Central, and it is at this moment only possible to gain access to each page by using the search function. Throughout this document the keywords to search for, will be listed in the beginning of each section.
Basic settings in Release2D365BC
Start by searching for Release2BC Setup Card and then open that page.
You should see a page like this:
Log Cleaning run from Job Queue Entries is a new option added in Release2BC v. 3.1.0.9
For most, the default values will be perfectly fine.
Log: The log field is where you choose what type of events to log. The options are: Error, Success, All
Log Period: this field is where you set how far back in time the log entries will be kept. It is expressed as a date formula DateFormula Property - Dynamics NAV
Chunk Size: This value sets the number of records retrieved from the Perfion API at a time, when dealing with large amounts of records.
Log Cleaning run from Job Queue Entries: Allows user to setup a Job Queue Entry to automatically delete obsolete log entries run by the integration, configuration of this can be found at section “Configure Automatic Log Cleanup”
Setting up a Perfion Connection for Release2D365BC
Start by searching for Release2BC Connection List and then open that page. You should see a page like this:
Click the New button to add a new line. Fill in the fields to match your setup.
Code: This is the code for this connection. It should be filled with a meaningful string of max 10 characters.
Description: Enter a description of this connection.
Perfion API URL: Enter the full URL of the API service. Example: http://url.com:8081/Perfion/GetData.asmx
Perfion API Image URL: Enter the full URL of the API Image service. Example: