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Dynamics 365 ERP - Development

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Aug 10, 2024

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  • Custom service endpoint overview: The article explains how to create a custom service in Dynamics 365 Finance and Operations (d365 FO) with SOAP and JSON endpoints.
  • Steps to create a custom service: The process involves creating three classes
  • Request, Response, and Service, along with setting up Service and Service Group in the AOT.
  • Request Class: Defines the structure of the request payload, including a method to get the sales order ID.
  • Response Class: Defines the response structure, including a method to return the customer account.
  • Service Class: Contains the logic for the custom service, with a method to retrieve the customer account from a sales order.
  • Setup in D365: Involves creating a new service operation, service group, and service, and building and synchronizing the project area.
  • Postman setup: Requires app registration in Azure portal, obtaining Client ID, Tenant ID, and Client Secret, and configuring Postman to call the custom service with the access token.
  • Postman request: Demonstrates how to send a request to the custom service in D365 FO using Postman and receive a response with the customer account for a specific sales order.
  • Integration options: The article also mentions the possibility of adding more parameters and exceptional handling in the custom service, as well as another integration method using data entities in D365.

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