How to call a class in Finance and operations inside an API ?

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Posted on by CSafwat

We want to make an API to retrieve data from Finance and Operations then we will call it in Field Service. In the API we want to call a class from Finance and Operations to apply some business logic to the data.

So, anyone can help me how can we do that?

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi CSafwat,

You have two options here:

- Create a data entity with actions -> docs.microsoft.com/.../odata

- Create a custom service -> docs.microsoft.com/.../custom-services

When I read your question, I think the second option would better meet your requirements. Microsoft is using the same for the Timesheet app where it communicates with a custom service.

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Sukrut Parab 71,710 Moderator on at

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There are lot of ways to do that . Take a look at integration statergy link below

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

You can write a custom service or create data entity and use it in odata .

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CSafwat 90 on at

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Thanks André and Sukrut for your reply.

To be more dedicated, we would like to use several validation methods from Dynamics 365 F&O itself. Could we use the existing methods and classes from Dynamics 365 F&O or we have to read and reapply the business logic from scratch?

If Yes, could you give me code example or a tutorial to follow?

If No, What is the best solution as we are integrating between Dynamics 365 (Field Services) and Dynamics 365 F&O and we have lots of validations that must be checked before posting a transaction.

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Sukrut Parab 71,710 Moderator on at

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You can call existing business logic in custom action or in custom service and i do agree with Andre about using custom service for your requirement. Take a look at the below links to see example of both

Custom service -

vishwad365fo.blogspot.com/.../custom-service-to-create-sales-order.html

daxonline.org/1580-simple-custom-service-implementation-example-d365.html

Odata action

vishwad365fo.blogspot.com/.../testing-odata-actions-in-d365.html

The standard documentation linked by Andre has some examples as well. In those you will find a link for github projects which will give you some more examples.

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WillWU 22,361 on at

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Hi CSafwat,

You could use custom services to access AX business logic from outside, and you can create data contract for the custom service.

Please see the DOC:docs.microsoft.com/.../walkthrough-exposing-an-x-class-as-a-data-contract

It's applicable to D365fo as well, although it's a document of ax2012.

Hope this helps.

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