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Finance | Project Operations, Human Resources, ...
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Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

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Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?


I saw this question was asked in 2018, but the solution did not have a valid page. I am looking for actual API documentation for these two systems, for the purposes of future custom ETL integrations I may be creating in the future.

Can I even manipulate D365 data through an API? Does it exist for all 3 of these? Finance, Operations, and Customer Engagement?

I can't seem to find a 'swagger' type page with documentation to the API that allows me to add / update / view entities that are within these systems. Maybe even a github with request samples, or an official microsoft documentation page for these APIs would be great.


Does anyone have any idea?

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  • Verified answer
    nmaenpaa Profile Picture
    101,160 Moderator on at
    RE: Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

    Yes, you can manipulate data through API.

    You need to be aware that D365 Customer Engagement and D365 Finance & SCM (formerly known as Finance & Operations) are two completely different systems. Integrating with them is different.

    Since this is D365 Finance forum, I will share information about it. For information about Customer Engagement, please post on other forums (perhaps community.dynamics.com/.../sales or community.dynamics.com/365)

    You can start from here:

    docs.microsoft.com/.../integration-overview

    Basically there are three ways to access data:

    - OData (synchronous, real time integrations with data entities)

    - Data management (asynchronous, file based integrations with data entities)

    - Custom services (synchronous integration where any x++ business logic can be exposed and called)

    Here are samples: github.com/.../Dynamics-AX-Integration

    And a sample app for integrating using the Data management approach: github.com/.../wiki

  • Community Member Profile Picture
    on at
    RE: Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

    Thank you for this information, this really helps! Do you know where I can find a list of endpoint urls for the OData Api? I can't seem to find anywhere a list of endpoint url's that I can actually consume / call using the OData Api. Also is it a protocol or a Api? It's very confusing

  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at
    RE: Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

    OData is a protocol.

    en.m.wikipedia.org/.../Open_Data_Protocol

    There is no list of entities in any doc site, but you can find it in Entity list inside D365FO. Unfortunately the part that you need in the URL to call it can only be found in a dev system where you can check the PublicCollectionName of the entity.

  • Community Member Profile Picture
    on at
    RE: Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

    Why does microsoft not provide a list of urls? That is so inconvenient for us! Is a 'dev system' just a development environment of d365?

  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at
    RE: Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

    Dev system means a development environment for D365FO.

  • Community Member Profile Picture
    on at
    RE: Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

    I'm in a dev environment for D365FO. How do I navigate to the PublicCollectionName of an entity, can you give me a quick example?

  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at
    RE: Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

    Open Visual Studio, application explorer. You see AOT (Application Object Tree). Go to data model - data entities. Right click an entity, Open designer. Now you can see it's properties.

  • Community Member Profile Picture
    on at
    RE: Where can I find API Documentation and Requests for Dynamics 365 Finance and Operations, and Dynamics 365 Customer Engagement?

    Thanks so much! I found a chrome extension that shows me all of the PublicCollectionNames of all entities! chrome.google.com/.../nahbldacmaibopfiiaoboloegpobpccn

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