Developer guide to Dynamics 365 Finance & Operations

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Hi,

I have a client that uses Dynamics 365 Finance & Operations. I need to develop a service(or app?) to send Invoice to their Invoicing Module. How should I get started from here?

I have read thru a lot of documentations, but I have totally no idea on which one should I start to look at...

Thanks,

Yap

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Mea_ 60,284 on at

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Hi Sui Jing Yap,

There is no "Invoicing Module" as such. Dynamics 365 Finance and Operations has customer invoices, vendor invoices, project invoices, free text invoices and so on, so fist of all you need to find out what are you going to do.

There are multiple ways to integrate with D365FO docs.microsoft.com/.../integration-overview but it's hard to give you an advise without any details.

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Amir Nazim 5,994 on at

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these samples will help you build integrations

github.com/.../Dynamics-AX-Integration

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Community Member on at

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Hi Ievgen & Amir,

Thank you for you reply. I am actually developing a client to send Invoices. The part that I am confused is as below:-

How do I register my self as a Developer so that I can get a APIKEY or AppID so that I can do the OAuth authentication?

Sorry for missing a few days, I was busying on another project.

Thanks,

Yap

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Brian Kinser 815 on at

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This is not so easy from outside AX, as noted above we have many different types of invoices so sending json to ledger journal, getting back journal num, then filling in the fields and posting using WebAPI or Soap style (you will need Azure subscription and there you get the AX Key to register youru app)

a different approach may be to go into AX, create your own tables and copy in fields from LedgerJournalTable and LedgerJournalTrans (or drag in the EDT/Enum)...basically mimic the fields (not all) in those 2 tables, (don't duplicate the tables, their is too much you don't want)..

From there easily write some x++ batch code that will create your invoices...batch means a dialog pops up and your user can decide to set a reoccurring schedule or just run the import....

or another approach would be DIXF, create a dixf export of an invoice, use that as your import baseline..realizing these are the fields in use, and wire up a DIXF invoice import....once you get your simple invoice sample working, you can set that up as recurring job and hit that from WEbAPI end point....

the last option I would take is trying do all this in a system outside AX...you must really do some AX work first to expose or import properly, although c# you could probably do it all since you have interop stuff.....but I digress...please mark answer if appicable

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Brian Kinser 815 on at

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I should clarify that AX tables are actually SQL tables and therefore you can setup feeds using BYOD (bring your own DB) or any code that can write to a SQL table. You NEVER write to AX tables unless you create them as there are background / system stuff that happens....but simple custom staging tables will work fine for this approach

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Community Member on at

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Hi Brian,

Thank you for your reply.

Among all the few options that you suggested, the last option would suit my need.

Sorry for the ambiguous requirement that mentioned earlier. Perhaps I should make it clear that, I need to develop a WEB API Client to make an API request to insert the invoice. Please disregard the invoice types at the moment.

From previous research, I know that the web api is powered by OAuth, hence I think I would need a API Key so that I can authenticate my self and able to generate the necessary headers.

Thanks,

Yap

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Mea_ 60,284 on at

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So if you will take a look at github repository mentioned by Amir Nazim you will find examples how to get a token and use it to do all sorts of calls. However, you need to make a decision what are you going to call, because it could be data entity consumed via OData or restful custom service or something else.

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Brian Kinser 815 on at

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your close then if you use DIXF and setup a recurring job. The recurring job creates an end point that you can feed invoice to. There is out of the box entity available for this to setup your sample DIXF import. As noted getting a Azure subscription key is very straight forward, go to to the azure portal and go into AD, then apps I think. DIXF recurring job is perfect for what you need, pretty straight forward..here is link on recurring jobs

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/recurring-integrations?toc=/fin-and-ops/toc.json

and here is general on services

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/services-home-page

goshoom has a great tool find here if you want more

https://community.dynamics.com/ax/b/goshoom/archive/2017/07/23/open-api-for-json-based-custom-services-in-ax-7

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