Premium Service Lookup for Dynamics BC/NAV

The Microsoft Dynamics 365 toolkit offers a Premium Service Lookup component which provides lookup capabilities by searching record in Dynamics BC/NAV instance. The Dynamics BC/NAV connection support in Premium Service Lookup (also short for "PSL" below) is added in our v21.2 release. The Premium Service Lookup component is a shared component that is shipped by a few other Integration Toolkits including SSIS Productivity Pack, Dynamics 365, HubSpot, NetSuite toolkit since the v21.1 release.

In order to use the Premium Service Lookup component to look data from a Dynamics BC/NAV instance, you will need to have the Dynamics 365 Toolkit installed. Once installed, you may continue with the configuration of the component using the following four different pages.

General

The General page of the NAV Source Component allows you to specify the general settings of the component. 

NAV Premium Service Lookup - General.png

Connection Manager

The Connection Manager option shows all PSL compatible connection managers. When working with BC/NAV instances, you would choose a Dynamics BC/NAV manager here in order to perform such lookup. 

Target Object

The Target Object option allows you to choose a BC/NAV entity that you would read data from, for the lookup purpose.

Cache Mode

There are 3 Cache Mode options available when looking up records from a Dynamics BC/NAV instance.

  • Full Cache
  • Partial Cache
  • No Cache
Advanced Text Matching Options

In addition to the above options, Text Lookup feature also offers the following advanced options.

  • Ignore case: When chosen, the lookup will perform a case-insensitive lookup. 
  • Ignore Leading Whitespace: When chose, the lookup would ignore leading whitespaces.
  • Ignore Trailing Whitespace: When chosen, the lookup would ignore any trailing whitespaces.
  • Ignore Symbols: When chosen, the lookup would ignore any symbols.
  • Ignore Diacritics/Accents: When chosen, the lookup will not take any diacritics within a string into consideration.
 
Batch Size

The Batch Size option allows you to specify how many records you want to retrieve each time during the lookup. This option is mainly designed for the Full Cache option discussed above. The default value is 2000. The maximum allowed value is 5000. For performance reasons, this parameter should not be too small.

Lookup Conditions page

The Lookup Conditions page allows you to create filtering conditions for the lookup purpose. The page comes with a condition builder on the top which you may use to create matching conditions in order to return the needed records in the system.

The condition builder support various operators, including "equals", "greater than", "less than", among many others. If you have chosen an operator that is not supported by the Full Cache mode, the Cache Mode option will be automatically updated to the Partial Cache option.

Once you have built such matching conditions, the component should display the query that will be used during runtime. It is important to note that the query displayed may not be the exact query sent to Microsoft Dynamics BC/NAV instance. In particular, the input value is generally represented by a special token during the design time in order to support input column, SSIS variables, etc. Those tokens will be replaced automatically during runtime.

NAV Premium Service Lookup - Lookup Conditions.png

The Query Editor supports adding filter conditions.

  • Add condition (+): Adds a condition to be used in query.
  • Remove condition (-): Removes the condition that was added.
  • Arrows: Use arrows to group the lookup conditions.
  • AND: Specify AND to create logical expressions of your lookup conditions.
  • Lookup Column: Select the lookup column from the drop-down list which displays available columns for the specified Lookup Table.
  • Operator: Use query operator to specify how each input value in a clause must relate to the corresponding value in a lookup table.
  • Input Value: The Input Value for the lookup condition. Available options are:

      Input Column: Enables user to perform Lookup match by selecting a field from the Lookup Table Column

      Variable: Enables user to perform Lookup match based on a System or User SSIS variable

      Static Value: Enables user to perform Lookup match based on a static value

You could also switch to use the Custom query Mode. 

NAV Premium Service Lookup - Custom Query Mode.png

Output Columns page

The Output Columns page allows you to add columns from the lookup entity to be returned as output columns for the lookup component.

NAV Premium Service Lookup - Output Columns.png

In this page, you can easily add any columns that should be returned. Note that at the bottom of the page, you can include two special lookup result fields.

  • _MatchFound - this will indicate whether the lookup has succeeded. It should return a true when there is at least a match found in the target system. Otherwise it should return a false.
  • _HasMoreThanOneMatch - this will be set to true when there are more than one matching records in the target system. 

Error Handling page

The Error Handling page allows you to specify how errors should be handled when they happen.

NAV Premium Service Lookup - Error Handling.png

There are three options available that you can choose for the component's error handling.

  1. Fail on error
  2. Redirect rows to error output
  3. Ignore error