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APIs for User Management in Dynamics 365 Finance & Operations

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Posted on by SV-03010722-0

Dear Team,

We have a Dynamics 365 Finance & Operations tenant and are seeking guidance on APIs related to user management. Specifically, we need to:

Retrieve all user information from Finance & Operations.
Create a user, assign roles, and remove roles programmatically.

We reviewed the official documentation here, but it did not fully address our requirements.

Could you please provide:

A list of APIs available for fetching system user data.
Official documentation for APIs that support creating users and managing roles (adding/removing).

Your assistance in this matter would be greatly appreciated.

Best regards,
Sachin Vishwakarma

Categories:

Dynamics 365 Finance

Dynamics 365 Project Operations

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Anthony Blake 2,222 Super User 2024 Season 2 on at

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APIs for User Management in Dynamics 365 Finance & Operations

Hi @SV-03010722-0,

The out of the box way is via Data Entities, and the list of entities Sukrut shared on André's website are the list I use myself when managing users.

The APIs to interact with those data entities are OData, Package API, and Recurring integrations. Each work differently and are suited to different scenarios (e.g. synchronous vs asynchronous), so review them here: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/integration-overview

If your requirements are complex or nuanced and need custom APIs, you can do this too. You can create & deploy custom data entities which can be interacted with using the same API options above, and if needed can create custom services, where the logic is handled entirely by X++ and the payload is passed as a parameter.

Take a look at this postman project, specifically the calls to retrieve users and create a user, to help you get started. If uses OData:

https://www.postman.com/anthonyblakedev/workspace/dynamics-365-finance-apis/folder/22139284-65b34e37-f5ca-4e77-a53f-98f7bd3b10d3?action=share&source=copy-link&creator=22139284&ctx=documentation

Anthony
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Sukrut Parab 71,660 Moderator on at

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APIs for User Management in Dynamics 365 Finance & Operations

If you want to get roles assigned to users there is a custom service called "SysUserManagement".

You can also take a look/ search data entities in application exploerer which are starting with SystemSecurity and use those in your automation scenarios.

for example, you can use SystemSecurityRoleEntity to get information about user roles assigned to specific user.

or use SystemUserEntity to get information about user.

Also take a look at this article from Ander where he talked about user and their security settings and list of entities available with in F&O which you can use to do your automation.

https://dynamicspedia.com/2020/05/move-all-user-and-security-settings-with-data-entities/