Atlantic Oak

Atlantic Oak Document Exchange System (AODX)

The Atlantic Oak Document Exchange System allows your Dynamics 365 for Finance and Supply Chain Management system to directly pull/push data to external systems inside and outside your company. Easily export a Dynamics 365 table or tables into a csv or xml file. You can import csv or xml files into D365 tables. And you can do this without writing code. You can also change the specifications of the import or export documents without having to bring down the production system. You can push/pull from and to SFTP, FTP, FTPS, Azure Storage or Azure Files servers. You keep a complete audit trail of all documents coming in or going out and the monitoring system will notify you of any error condition that is generated.

You describe the structure of the outgoing or incoming XML or CSV document by using a simple tree. Since it does not involve X++ coding, you do not have to bring the production system down when there is a change in a document.

But, if you must, you can also code your integrations in x++ by extending our model. You will keep all the configuration and management capabilities of the system.

The system keeps a copy of every imported or exported document for security and audit purposes. It keeps these files securely in Azure File storage, so you don't have to worry about running out of disk space. AODX is built to handle very large files.

The system hosts its own file explorer so you do not have to rely on an external application. The file explorer connects to SFTP, FTP, FTPS, Azure storage and Azure files servers.

The administration workspace allows you to simplify document management by having a view of the status of every incoming or outgoing job. The system has custom error handling that will alert you via e-mail if any problems occur during an import or export operation.

Export Dynamics 365 table data and convert it into CSV/XML files on remote servers in 3 steps:

1. Create Dynamics 365 queries, with a single table or several linked tables.

2. Define a document with a simple tree that describes the structure of your output file.

3. Execute this document and the system will create the output file in the destination server.

Import data from CSV/XML files into Dynamics 365 tables in 2 steps:

1. Define a document tree that maps out the structure of the document you want to import.

2. Execute the document and the data will be copied over to a Dynamics 365 table or tables.

The Document Exchange System is available: as a pay as you go license model with updates and support or a perpetual license with or without source code. Perpetual licenses have the option of paying for ongoing support and updates. The system is licensed per Dynamics 365 legal entity. Visit our Sales page.

Atlantic Oak Document Exchange System Trial

You can test drive the Atlantic Oak Document Exchange System for a month. You can also request extensions to this trial period. To request a trial click here. If you require any assistance, experience problems or if you have questions or comments send us an e-mail to Our regular support services include answering questions about the existing functionality of our component, small code snippets, general suggestions and expedited bug fixing. Regular support requires competency in the technology and development environment being used (Dynamics 365 for Finance and Operations, Visual Studio and X++).