Configure PLM system in D365

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Once the PLM Integration project definition is imported into Microsoft Dynamics 365 for Finance and Supply Chain Management, additional configuration must be completed within D365 F&SCM to define how the PLM system interacts with engineering data. These settings control data validation, synchronization rules, document handling, and attribute mappings used during integration.

Flow diagram

Steps

  1. Go to Modules > Engineering Change Management > Setup > PLM Integration > PLM Systems.

  2. Select or create a record for the PLM system you want to configure.

  3. Configure the required parameters across the different sections Details Parameters, Attributes, Attribute Mapping, State Mapping, and Engineering Product Category Mapping.