D365 for operation import/export files

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Posted on by Community Member Microsoft Employee

Hello,

I want to export and import files in Dynamics 365, I have checked the recurring integrations but I will need to do that in real time. I have checked the web services but I'm not sure if is possible.

In recurring integrations I think that there is an option to call it using a web service but I'm not sure how this work.

To export I want to send the file calling an external web services and to import I want to call a Dynamics 365 web service.

Is there any way to do that?

Thank you

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Community Member Microsoft Employee on at

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RE: D365 for operation import/export files

Hi Saddaf,

Another thing with the export process is that I need to export one time every thing, If I use the entity call /data/EntityName every time the AOS will export all the lines in the entity not the new ones (for example)
Community Member Microsoft Employee on at

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RE: D365 for operation import/export files

Thank you for the answer.

But I want to import a complex file not a file with an entity. I need to do some kind of development in the data that I want to import I can't use an entity.

For export is more or less the same I need to do some developments in the data that I want to export, is that the reason that I want to use files and no data directly (entity).

Thank you again
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Mohd saddaf khan 20 on at

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RE: D365 for operation import/export files

Hi Marcal,

Data Export:

For real time data export, you can call public Data Entity directly from your external system.

You must consider learning the basics of Data Entities.

As an example, take Customer entity and it can be called as

https://<baseurl>/data/Customers

and yes, Authentication Id is required whenever you are calling the above URI.
follow https://ax.help.dynamics.com/en/wiki/dynamics-ax-7-services-technical-concepts-guide/

For start, you can try opening the above URI in your browser where you have logged in to dynamics 365 for operations
page.
It gives result in Json format and public data entities follows all Odata protocols and supports CRUD operations.

Data Import:

You can try out creating custom services for this. Once Service is created in Dynamics 365, its operation can be called from external system as
https://<host_uri>/api/Services/<service_group_name>/<service_group_service_name>/<operation_name>

This Operation will be containing your business logic accepting required parameters from external system.
Hope it will help!

Thanks