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In part two of our Dynamics 365 for Finance and Operations: Data Management and Integration series, we will cover detailed information on data management and integration using OData Services.

This type of integration is real time in nature and mainly conducted in scenarios where business requirements are around office integration and third party mobile apps integration. OData stands for Open Data Protocol, which is an industry standard Representational State Transfer (REST) based protocol for performing CRUD operations (Create, Read, Update, Delete) and integration with Dynamics 365 for Finance and Operations.

OData uses REST application programming interfaces (APIs) and OAuth 2.0 authorization mechanism to receive data to and from integration systems and Finance and Operations.

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With OData Services for Finance and Operations, you can seamlessly integrate with all types of web technologies, such as HTTP and JavaScript Object Notation (JSON) and it lets developers interact with data in a standard yet powerful manner using RESTful web services.

OData endpoint

Data Entities that are marked Yes for the IsPublic property are exposed as an OData endpoint. When the IsPublic property for an updatable view is set to TRUE, that view is exposed as a top-level OData entity. Developers can consume this OData endpoint in their external application such as a .Net application for integration scenarios.

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Integrating Client Application with OData:

OData integration REST API uses the same OAuth 2.0 authentication model as the other service endpoints. Before the integrating client application can consume this endpoint, developers must create and register the application ID in the Microsoft Azure Active Directory (AAD) and give it appropriate permission to Finance and Operations as per the steps below:

Go to Azure Portal > Azure Active directory > AppRegistrations

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Click New Application Registration and select “Web app/API” for application type. Enter your Dynamics 365 URL for sign on.

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Click Create and make sure to note the application ID. Click on the app and go to the “Required Permissions” page.

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Click add and select “Microsoft Dynamics AX.” Go to the select permissions tab and select all the permissions available.

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Once the Application is created and registered below activities are performed in Dynamics 365 for Finance and Operations. A Data project using the Data Management Framework can be used to create Import Export jobs for loading the data-to-data entities of extraction of the Data.

Click the Dynamics 365 URL > Go to System Administration > Data Management > Click on Import

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In our next part of this series, we’ll look at Asynchronous Integrations. Stay tuned and subscribe to our blog to receive the latest posts in your inbox!

Happy Dynamics 365’ing!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.