Svea Finans for D365FO — Release Notes (v1.0.0.1)

Release date: 21 August 2025
Product: Svea Finans for Microsoft Dynamics 365 Finance & Operations (ISV)
Publisher: AXENTER AS
Compatibility: D365 Finance 10.0.43+

1. Overview

This is the initial General Availability (GA) release of the Svea Finans integration for D365FO. The solution enables organizations to transfer overdue/open customer transactions to Svea Finans for collection and to retrieve case status updates back into D365FO. It introduces configuration, operational workspaces, and background jobs that streamline accounts receivable collections.

Key capabilities

• Outbound transfer of selected customer transactions to Svea Finans via secure API.
• Inbound synchronization of case status updates (e.g., opened, on hold, payment plan, closed).
• Configurable rules for eligibility, selection windows, and throttling.
• Operator workspace for monitoring queues, retrying errors, and reviewing audit logs.
• Security roles and license enforcement to control and monitor usage.
• Data entities to support configuration, monitoring and export/import scenarios.

The solution follows semantic versioning: MAJOR.MINOR.PATCH.

2. What’s included in v1.0.0.1

• New configuration area (parameters, API credentials, endpoints, selection rules).
• Operational workspace for transfer monitoring, errors, and history.
• Batch jobs for scheduled transfers and periodic status synchronization.
• Audit & diagnostics (execution logs, last run timestamps, error details).
• Security roles (examples): Svea Collections Administrator; Svea Collections Operator.
• License validation (organization-level license check at startup and on feature entry).
• Data entities (high-level): configuration, selection rules, export journal/queue, and status log.

3. Compatibility & prerequisites

• D365FO: Version 10.0.43 or newer.
• Environments: Tier-2+ (UAT/Production) Microsoft-hosted environments are supported. Tier-1 DevBoxes are development only.
• Credentials: Valid Svea Finans API credentials (client ID/secret or equivalent).
• Networking: Outbound connectivity from D365FO to Svea Finans API endpoints.
• Licensing: Active AXENTER license token for this ISV product.

4. Installation

1. Upload the deployable package to LCS Asset Library.
2. Apply the package to the target environment via LCS (servicing).
3. Complete database sync and run post-deployment scripts if prompted.
4. Assign security roles to administrators/operators.
5. Validate license (open the module’s parameters page; confirm license status is Active).

5. Initial configuration

1. Open Svea Finans Parameters and complete API settings, selection rules, and scheduling.
2. Set number sequences (if applicable).
3. Grant role-based access for administrators/operators.
4. Run a test transfer on a small sample and verify status updates.

6. Using the solution

• Outbound transfer: run the Transfer to Svea Finans job (manual or scheduled).
• Inbound status sync: run the Sync Svea Status job.
• Monitoring: workspace shows In progress, Succeeded, Failed; drill into audit details and Retry.
• Error handling: failed records capture the error and last attempt time.

7. Security & licensing

• Roles: assign Svea Collections Administrator and Svea Collections Operator as appropriate.
• Duty/privilege: sensitive operations are restricted to admins.
• License: product checks for a valid AXENTER license; without it, access is blocked.

8. Data entities & integration points

• Configuration entity
• Selection rules entity
• Export queue entity
• Status log entity

The integration uses HTTPS-based REST endpoints exposed by Svea Finans. Message formats and field mappings are described in the technical appendix.

9. Performance & scalability

• Batch throttling and paging to avoid API saturation.
• Retry/back-off for transient faults.
• Use separate batch groups and dedicated AOS batch capacity for high volumes.

10. Localization

English labels in v1.0.0.1. Additional languages can be added later.

11. Known issues & limitations

• API failures due to invalid credentials or networking restrictions will block transfers.
• Large historical backfills should be staged in batches to avoid rate limits.
• Focus in this release is AR collections.

12. Breaking changes

None. First GA release.

13. Upgrade & uninstallation

• Future upgrades via deployable packages.
• Uninstall in non-production first; clean up batch jobs and export queue before removal.

14. Support & contact

For assistance, configuration guidance, or licensing inquiries, please contact your AXENTER representative.

Privacy Policy (link for LCS & release notes)

• Privacy Policy URL: https://axenter.com/privacy/svea-finans-d365fo
• Minimal template title: Privacy Policy – Svea Finans for D365FO (ISV by AXENTER AS)

15. Change log

• v1.0.0.1 (2025‑08‑21) — Initial GA: outbound transfer, inbound status sync, configuration area, workspace, batch jobs, license enforcement, and high‑level data entities.