Dynamics 365 finance for operation
Integration development

Thanks anh An.Bui

Nghia Song -  Microsoft Dynamics 365 Technical Consultant

Nghia Song

Tel - WhatsApp: +84967324794

Email: songnghia.uit@gmail.com

Contents

I. Prepare (Configuration) for 3rd Project to integrate with D365 FO: 3

II. Prepare (Odata Client Schema) or 3rd Project to integrate with D365 FO 10

III. Sample OdataConsoleApplication 14

IV. Sample customize SOAP Service to check Item On-hand 15

V. Sample Bring your own database (BYOD) 30

D365 FO:

Topic	Register application in Azure
Step	Screenshot	Description
1		Registration App ID in Azure Go to: https://portal.azure.com/ Login with your email account
2		Select your subscription
3		Find Azure Active Directory
4
5		Input name of your application
6		Remember Application (Client) Id and Directory (Tenant) Id
7		Click hyperlink Redirect URL
8		Input your Dynamics 365FO URL + "/data"
9		Create client secret key
10		Copy Client secret key
11		Set API permission
12		Select Delegate permission
13		Select permission
Topic	Clone and Test with Dynamics D365 FO Integration sample code from Microsoft github
14		https://github.com/microsoft/Dynamics-AX-Integration
15		Open solution ServiceSamples.sln
16		Change client configuration with your app id and your D365 FO   Project: AuthenticationUtility Class: ClientConfigration.cs
17		Update ActiveDirectoryClientAppSecret (get from Azure)
18		Update your D365 FO URL
19		Update your tenant name after : https://login.windows.net/………
20		Update Application (Client) Id from Azure

2. Prepare (Odata Client Schema) or 3rd Project to integrate with D365 FO

Topic	Generate Odata client schema
Step	Screenshot	Description
1		Download at: https://github.com/microsoft/Dynamics-AX-Integration   Project: ODataUtility File: ODataClient.tt   Update variable MetadataDocumentUri with your D365 FO, ending with: /data/$metadata   Example: MetadataDocumentUri = "https://rd0111796afae4e7df37devaos.cloudax.dynamics.com/data/$metadata"
2		Ctrl-S to save file Run Custom tool to update latest schema Data entity from your D365 FO
3		Build and get error   Severity        Code        Description        Project        File        Line        Suppression State Error        CS8103        Combined length of user strings used by the program exceeds allowed limit. Try to decrease use of string literals.        ODataUtility        D:\Dynamics-AX-Integration-master\ServiceSamples\ODataUtility\CSC        1        Active
Topic	Fix error: Combined length of user strings used by the program exceeds allowed limit
4		Mở file ODataClient.cs của Project OdataUtility bằng Notepad++ Kiếm tới dòng code: private const string Edmx = @"<……>" Cắt hết tất cả nội dung XML ra 1 file riêng
5		Paste ra file notepad++, và lưu thành edmx.xml, replace 2 dấu nháy kép thành 1 dấu nháy kép, lưu file lại ngay folder của project OdataUtility và ODataConsoleApplication
6		Lưu file edmx.xml lại file vào project ODataUtility:
7		Lưu file edmx.xml lại file vào project ODataConsoleApplication, path: D:\Dynamics-AX-Integration-master\ServiceSamples\ODataConsoleApplication\bin\Debug
8		Gán tên file edmx.xml vào biến string Edmx:
9		Modify OdataClient.cs //Create new method CreateXmlReader without Parameters [global::System.CodeDom.Compiler.GeneratedCodeAttribute("Microsoft.OData.Client.Design.T4", "7.5.1")]             private static global::System.Xml.XmlReader CreateXmlReader()             {                 return global::System.Xml.XmlReader.Create(new global::System.IO.StreamReader(Edmx));             }
10		Update LoadModelFromString to call the new overload of CreateXmlReader() so it loads the Edmx from the XML file
11		Rebuild OdataUtility project

3. Sample OdataConsoleApplication

Topic	Review sample OdataConsoleApplication
Step	Screenshot	Description
1		Find project: ODataConsoleApplication
2		Set Startup project
3		Start and Debug ODATAConsoleApplication sample

4. Sample customize SOAP Service to check Item On-hand

Topic	Prepare service in AOT
Step	Screenshot	Description
1	[DataContractAttribute] public class VtvItemOnhandContract {     ItemId                  _itemId;     InventLocationId        _inventLocationId;     WMSLocationId           _wmsLocationId;     Qty                     _qty;     UnitOfMeasureSymbol     _inventUnitId;                        [DataMemberAttribute]     public ItemId ItemId(ItemId itemId = _itemId)     {         _itemId = itemId;         return _itemId;     }       [DataMemberAttribute]     public InventLocationId WarehouseId(InventLocationId inventLocationId = _inventLocationId)     {         _inventLocationId = inventLocationId;         return _inventLocationId;     }       [DataMemberAttribute]     public WMSLocationId LocationId(WMSLocationId wmsLocationId = _wmsLocationId)     {         _wmsLocationId = wmsLocationId;         return _wmsLocationId;     }       [DataMemberAttribute]     public Qty OnHandQty(Qty qty = _qty)     {         _qty = qty;         return _qty;        }       [DataMemberAttribute]     public UnitOfMeasureSymbol InventUnitId(UnitOfMeasureSymbol inventUnitId = _inventUnitId)     {         _inventUnitId = inventUnitId;         return _inventUnitId;     }   }	Create new data contract: VtvItemOnhandContract
2	public class VtvInventoryCustomServicesClass {     [         AifCollectionTypeAttribute('return', Types::Class, classStr(VtvItemOnhandContract)),         AifCollectionTypeAttribute('itemOnhandContractRequestList',Types::Class,classStr(VtvItemOnhandContract))     ]     public List getItemOnhand(List    itemOnhandContractRequestList)     {         ListEnumerator          listEnum = itemOnhandContractRequestList.getEnumerator();         List                    resultList = new List(Types::Class);         VtvItemOnhandContract   itemOnhandContract;         VtvItemOnhandContract   itemOnhandContractReturn;           Qty                     qty;         InventDim               inventDim;         InventDimParm           inventDimParm;         InventOnhand            inventOnhand;         ItemId                  itemId;         InventLocationId        inventLocationId;         WMSLocationId           wmsLocationId;         UnitOfMeasureSymbol     inventUnitId;           ;         while (listEnum.moveNext())         {             itemOnhandContract  = listEnum.current();               itemId              = itemOnhandContract.ItemId();             inventLocationId    = itemOnhandContract.WarehouseId();             wmsLocationId       = itemOnhandContract.LocationId();                 if(itemId && inventLocationId)              {                 inventDim.clear();                 inventDim.InventLocationId  = inventLocationId;                 inventDim.InventSiteId      = InventLocation::find(inventLocationId).InventSiteId;                 inventDim.wMSLocationId     = wmsLocationId;                   inventDimParm.clear();                 inventDimParm.initFromInventDim(inventDim);                   inventOnhand    = InventOnhand::newParameters(itemId, inventDim, inventDimParm);                 qty             = inventOnhand.availPhysical();                 inventUnitId    = InventTable::find(itemId).inventUnitId();                   itemOnhandContractReturn = new VtvItemOnhandContract();                 itemOnhandContractReturn.ItemId(itemId);                 itemOnhandContractReturn.LocationId(wmsLocationId);                 itemOnhandContractReturn.WarehouseId(inventLocationId);                 itemOnhandContractReturn.InventUnitId(inventUnitId);                 itemOnhandContractReturn.OnHandQty(qty);                   resultList.addEnd(itemOnhandContractReturn);             }         }         return resultList;       }   }	Create new service class: VtvInventoryCustomServicesClass
3		Add new service: VtvInventoryCustomServices
4		Set Properties for Service: Class: VtvInventoryCustomServicesClass Description: VtvInventoryCustomServices External name: VtvInventoryCustomServices   Namespace: http://schemas.microsoft.com/dynamics/2011/01/services
5		New Operation for Service
6		Set Properties for new operation
7		Add new service group: VtvInventoryCustomServicesGroup
8		Set properties for new service group: Auto deploy: YES
9		Add new service into service group
10		Set properties for service in service group
11		Full build your model
12		Restart service: World Wide Web Publishing Service
13		Testing open SOAP WSDL in Browser at Local server Example link: https://rd0111796afae4e7df37devaos.cloudax.dynamics.com/soap/services/VtvInventoryCustomServicesGroup?wsdl   If result look like screenshot, your service is okie at local server
14		Testing open SOAP WSDL in Browser at another computer internet Example link: https://rd0111796afae4e7df37devaos.cloudax.dynamics.com/soap/services/VtvInventoryCustomServicesGroup?wsdl   If result look like screenshot, your service is okie at internet
Topic	Use C# Client connect to SOAP Service to query Item Onhand
	Note: Need to set connection configuration in sample of Microsoft first !
15		Use sample from Microsoft, download at: https://github.com/microsoft/Dynamics-AX-Integration   Project: SoapUtility
16		Add new service references
17		Example Link: https://rd0111796afae4e7df37devaos.cloudax.dynamics.com/soap/services/VtvInventoryCustomServicesGroup?wsdl   Set name of Namespace, ex: InventoryCustomService
18		Rebuild project SoapUtility
19		Find project: SoapConsoleApplication
20		Set as Startup Project for SoapConsoleApplication
21	using AuthenticationUtility; using SoapUtility.UserSessionServiceReference; using System; using System.Collections.Generic; using System.ServiceModel; using System.ServiceModel.Channels; using SoapUtility.InventoryCustomServices;   namespace SoapConsoleApplication {     class Program     {         [STAThread]         static void Main(string[] args)         {             string ServiceGroupName = "";                            //InventoryOnhandService             #region InventoryOnhandService             //Connection             ServiceGroupName = "VtvInventoryCustomServicesGroup";             var aosUriString = ClientConfiguration.Default.UriString;               var oauthHeader = OAuthHelper.GetAuthenticationHeader(true);             var serviceUriString = SoapUtility.SoapHelper.GetSoapServiceUriString(ServiceGroupName, aosUriString);               var endpointAddress = new System.ServiceModel.EndpointAddress(serviceUriString);             var binding = SoapUtility.SoapHelper.GetBinding();               var client = new SoapUtility.InventoryCustomServices.VtvInventoryCustomServicesClient(binding, endpointAddress);             var channel = client.InnerChannel;               //Call context             SoapUtility.InventoryCustomServices.CallContext callContext = new SoapUtility.InventoryCustomServices.CallContext();             callContext.Company = "USMF";               //Request parameters             List<SoapUtility.InventoryCustomServices.VtvItemOnhandContract> itemOnhandRequestList = new List<SoapUtility.InventoryCustomServices.VtvItemOnhandContract>();             //List of requests             SoapUtility.InventoryCustomServices.VtvItemOnhandContract itemOnhandContract;               itemOnhandContract = new SoapUtility.InventoryCustomServices.VtvItemOnhandContract();             itemOnhandContract.ItemId = "A0001";             itemOnhandContract.WarehouseId = "24";             itemOnhandRequestList.Add(itemOnhandContract);               itemOnhandContract = new SoapUtility.InventoryCustomServices.VtvItemOnhandContract();             itemOnhandContract.ItemId = "A0002";             itemOnhandContract.WarehouseId = "24";             itemOnhandRequestList.Add(itemOnhandContract);               using (OperationContextScope operationContextScope = new OperationContextScope(channel))             {                 HttpRequestMessageProperty requestMessage = new HttpRequestMessageProperty();                 requestMessage.Headers[OAuthHelper.OAuthHeader] = oauthHeader;                 OperationContext.Current.OutgoingMessageProperties[HttpRequestMessageProperty.Name] = requestMessage;                   SoapUtility.InventoryCustomServices.VtvItemOnhandContract[] itemOnhandArrayRequest = itemOnhandRequestList.ToArray();                 SoapUtility.InventoryCustomServices.getItemOnhandResponse itemOnhandResponse = ((SoapUtility.InventoryCustomServices.VtvInventoryCustomServices)channel).getItemOnhand(                                                                                                 new SoapUtility.InventoryCustomServices.getItemOnhand(callContext, itemOnhandArrayRequest));                   SoapUtility.InventoryCustomServices.VtvItemOnhandContract[] itemOnhandArrayResponse = itemOnhandResponse.result;                   foreach(VtvItemOnhandContract itemOnhand in itemOnhandArrayResponse)                 {                     Console.WriteLine();                     Console.WriteLine("ItemId: {0}, Inventory UnitId: {1}, Warehouse: {2}, Location: {3}, Available On-hand: {4}",                                         itemOnhand.ItemId, itemOnhand.InventUnitId, itemOnhand.WarehouseId, itemOnhand.LocationId, itemOnhand.OnHandQty);                                       }             }             Console.ReadLine();               #endregion         }     } }	Write some code as below.   Note important code:   var oauthHeader = OAuthHelper.GetAuthenticationHeader(true);   Must to set True in method: GetAuthenticationHeader(true)
22

5. Sample Bring your own database (BYOD)

Topic	Create new SQL Azure Database
Step	Screenshot	Description
1		Go to SQL Database in Azure
2		Create new SQL Database  Note: Location: Southest Asia Copy note: Server admin login, Password to use later
3		Change Configure database to Basic 2GB Storage to save money :D Click Review + Create
4		Click Create
Topic	Configure Firewall of SQL Azure database to allow Dynamics D365 FO to connect to SQL
5		Go to SQL database
6		Click to SQL database
7		Overview -> Set server firewall
8	How to find IP of VM D365 FO ? Find VM in Azure, click to VM   Copy IP	Create new Rule to access to IP address of VM D365 FO
Topic	Configure bring your own database in D365
9		Go to System Administration -> Data Management   Click Configure entity export to database
10	How to find connection string of SQL Azure database: Go to SQL Azure database portal	Create new one Connection to your SQL Azure Database Note: -ConnectionString: Copy from SQL Azure Portal, remember to enter your password to "Password=xxx"
11		Validate connection and get message Tests completed successfully
Topic	Publish data entity ready to export
12		In "Configure entity export to database" Click Publish
13		Example: find entity: Customers V3 Change tracking -> Enable entire entity
14		Publish entity Customers V3
Topic	Create Export Job to export Customers V3 to SQL Azure database
15		Go to Export in Data management
16		Create new one Export job Data entity: Customers V3 Target data format: <Your own database>
17		Click Export
18		Export job is running
19		Manage export job   Click Execution details
20		Export job run succeed
Topic	Check data in SQL Azure database
21		Use SQL Server Management Studio Connect to SQL Azure database with user and pass
22		Sign in with email account
23		Input Email account
24		Click OK
25		You can see tables which were publised in D365 FO
26	[Optional]	If you get this error , you need to set firewall rule for new IP address access to SQL Azure database
27		Configure firewall of SQL Azure database to allow new IP Address