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Finance | Project Operations, Human Resources, ...
Answered

Best way to integrate with AX.

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Posted on by 5

Planning to integrate with Dynamics AX mostly with the finance modules like expenses, invoices, customers, cards. The integration would be pushing data into AX from an accounting software. What do you think is the best method to follow??

Also I see Dynamics AX is now Dynamics 365 which is cloud based. I need the on-premise version only. Please let me know if we can get any developer license or a sandbox to test the integration that wish to develop. 

  • rayudumullapudi Profile Picture
    5 on at
    RE: Best way to integrate with AX.

    Hi Martin

    Thank you for your detailed explanation. This will help me a lot in the implementation of the integration.

    Regards

    Rayudu Mullapudi.

  • Martin Dráb Profile Picture
    233,017 Most Valuable Professional on at
    RE: Best way to integrate with AX.

    You seem to be focusing on direct web service calls. Do you have any reason for it? They're definitely not the only way of integration and they have quite a few limitations.

    Please make sure that you collect and analyze requirements and choose a solution suitable for these requirements. If you choose a solution irrespective of what you actually need, you may cause a huge amount of problems to you and your clients.

    For example, if you need to exchange a lot of data with web services, performance would suffer. Using data management APIs may be a better choice.

    Or let's say you'll generate a lot of requests and overwhelm the ERP system. You don't want that! A solution may be using asynchronous processing (batch, message queue), or throttling.

    Similarly, what if you want to call a web service when D365FO is down for deployment? You'd get an error. Will your accounting manage this situation and resend the message later? Maybe you would rather use a message queue.

    Or what if you want to get notified about something happening inside F&O?

    Maybe you don't want to implement such things in either the accounting software or the ERP and you'd rather use in integration platform (such as BizTalk).

    Maybe you'll find out that no single technologie is perfect for what you need and you'll combine them. For example, the package API for normal data transfer, OData actions or custom services for a few calls that must be in real time) and message queue populated with business events for notifications from F&O to your application.

    Again, the key piece is to understand business requirements. Forget about implementation details until you understand what you need to achieve.

  • Martin Dráb Profile Picture
    233,017 Most Valuable Professional on at
    RE: Best way to integrate with AX.

    Don't share your email address publicly, unless you love spam. Bots are constantly scanning internet for addresses. Also, there is a reason why we use public forums - you can receive replies from many people, others having similar questions can find the discussion and learn from it, or participate.

  • rayudumullapudi Profile Picture
    5 on at
    RE: Best way to integrate with AX.

    Hi Martin

    Thank you for your reply. You gave me a clear idea about what Dynamics 365 actually means.

    The reason for why I wanted to know the best way of integration is because each of the Dynamics customers are providing us their own WSDL web service or ODATA service that has to be consumed by us to setup integration. Each time I had to create a separate application for each customer. Now I wish to create a single application that would integrate with all the customers in a similar, with minimal changes on the side of customers if needed. As mentioned earlier, the integration would read & write to AX. I hope I made my requirement clear. If you wish to take this discussion to email, please do write to me at [removed by the moderator].

    Regards

    Rayudu Mullapudi.

  • WillWU Profile Picture
    22,352 on at
    RE: Best way to integrate with AX.

    Hi rayudumullapudi,

    And you could also see the DOC about the features not implemented in D365FO on-premises.

    docs.microsoft.com/.../features-not-implemented-on-prem

  • Verified answer
    Martin Dráb Profile Picture
    233,017 Most Valuable Professional on at
    RE: Best way to integrate with AX.

    You're wrong in thinking that there are two distinct products. It's a single product (Dynamics 365 Finance); it just has two deployment options. On-boarding, development and so on is the same regardless of where your production will be deployed.

    Regarding the "best way of integration", there is no solution that it's the best in all situations. What is the best depends on your requirements. Therefore you should start by analyzing your requirements, both functional and non-functional. What data you want, in which direction, what amount of data it'll mean, at which frequency, what should happen if one of the systems is unavailable, if data transformation is needed and so on.

  • rayudumullapudi Profile Picture
    5 on at
    RE: Best way to integrate with AX.

    Hi André,

    Thank you for your reply.

    I am planning to integrate with the offline/on-premise version of Dynamics. But the sign-up link that you provided seems to be for Dynamics 365 which is cloud based. Can please clarify on this or correct me if I am wrong.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    294,269 Super User 2025 Season 1 on at
    RE: Best way to integrate with AX.

    Hi rayudumullapudi,

    I have removed the person tag as it has no use to tag persons. This forum is monitored by volunteers.

    If your question is about how to integrate, have a look at the documentation: docs.microsoft.com/.../integration-overview

    If you need a development machine/license, you need to be able to deploy a VM on Azure or download a pre-defined VM from LCS. If you don't have this option, you first need to sign-up: docs.microsoft.com/.../sign-up-preview-subscription

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