Seamless Integration between D365FO (or AX) and D365CE using API (X++)

 In this blog, we’ll explore how to set up an asynchronous integration between D365 Finance and Operations (F&O) and D365 Customer Engagement (CE). This integration will ensure that whenever a customer is created, updated, or deleted in D365 F&O, the corresponding data is reflected in D365 CE. The process involves fetching a new access token for each interaction with CE via its API.

Prerequisites:

Before we start, ensure the following:

1. D365 CE app must be registered in Azure Active Directory.

2. Obtain the necessary details such as Client App ID, App Secret, Tenant ID, and CE URL for authentication.

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Step-by-Step Guide to Customer Integration

We will define a class CustomerIntegrationHandler in X++ to manage the interaction with D365 CE. Below are methods to create, update, and delete customer records from D365 F&O and push them to D365 CE.

Authentication:

The following method will be used to obtain the OAuth token required for accessing D365 CE’s API.

x++
class CustomerIntegrationHandler
{
    CustTable   customer;
    str         ceApiUrl           = "https://<your-ce-instance>.crm.dynamics.com/api/data/v9.2"; // D365 CE URL
    str         aadTenantId        = "https://login.microsoftonline.com/<your-tenant-id>/oauth2/v2.0/token"; // Azure Tenant
    str         aadResource        = "https://<your-ce-instance>.crm.dynamics.com"; // CE Resource URL
    str         aadClientAppId     = "<your-client-app-id>"; // Client App ID
    str         aadClientAppSecret = "<your-client-app-secret>"; // Client App Secret
    str         contentType        = 'application/json'; // Content Type

    // Method to assign customer table for processing
    public CustTable setCustomer(CustTable _customer = customer)
    {
        customer = _customer;
        return customer;
    }

    // Method to fetch Access Token from Azure AD
    public str getAccessToken()
    {
        AuthenticationContext authContext = new AuthenticationContext(aadTenantId);       
        ClientCredential clientCredential = new ClientCredential(aadClientAppId, aadClientAppSecret);
        AuthenticationResult authResult = authContext.AcquireTokenAsync(aadResource, clientCredential).Result;
        return authResult.AccessToken;
    }
}

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Create Customer in D365 CE:

The following method will create a new customer record in D365 CE using a POST request.

x++
public RetailWebResponse createCustomerInCE()
{
    System.IO.StringWriter  stringWriter;
    Newtonsoft.Json.JsonTextWriter jsonWriter;
    RetailCommonWebAPI webApi;
    RetailWebResponse response;
    str data;
    str postUrl;
    str header;

    // Define the URL for CE API to create an account
    postUrl = ceApiUrl + "/accounts?$select=firstname,lastname,accountnumber,emailaddress";

    // Get access token
    header = strFmt('Authorization: Bearer %1', this.getAccessToken());

    // Format JSON data
    stringWriter = new System.IO.StringWriter();
    jsonWriter = new Newtonsoft.Json.JsonTextWriter(stringWriter);

    DirPartyName partyName = DirPartyName::find(customer.Party);

    jsonWriter.WriteStartObject();
    jsonWriter.WritePropertyName("firstname");
    jsonWriter.WriteValue(partyName.FirstName);
    jsonWriter.WritePropertyName("lastname");
    jsonWriter.WriteValue(partyName.LastName);
    jsonWriter.WritePropertyName("accountnumber");
    jsonWriter.WriteValue(customer.AccountNum);
    jsonWriter.WritePropertyName("emailaddress");
    jsonWriter.WriteValue(customer.Email());
    jsonWriter.WriteEndObject();

    data = stringWriter.ToString();

    // Send POST request to create the customer in CE
    webApi = RetailCommonWebAPI::construct();
    response = webApi.makePostRequest(postUrl, data, header, contentType);

    info("Customer successfully created in D365 CE.");

    return response;
}

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Update Customer in D365 CE:

To update an existing customer in D365 CE, we will use a PATCH request as shown below:

x++
public RetailWebResponse updateCustomerInCE()
{
    System.IO.StringWriter stringWriter;
    Newtonsoft.Json.JsonTextWriter jsonWriter;
    RetailCommonWebAPI webApi;
    RetailWebResponse response;
    str data;
    str patchUrl;
    str header;

    patchUrl = ceApiUrl + "/accounts(accountnumber='" + customer.AccountNum + "')?$select=firstname,lastname,emailaddress";

    // Get access token
    header = strFmt('Authorization: Bearer %1', this.getAccessToken());

    // Format JSON data
    stringWriter = new System.IO.StringWriter();
    jsonWriter = new Newtonsoft.Json.JsonTextWriter(stringWriter);

    DirPartyName partyName = DirPartyName::find(customer.Party);

    jsonWriter.WriteStartObject();
    jsonWriter.WritePropertyName("firstname");
    jsonWriter.WriteValue(partyName.FirstName);
    jsonWriter.WritePropertyName("lastname");
    jsonWriter.WriteValue(partyName.LastName);
    jsonWriter.WritePropertyName("emailaddress");
    jsonWriter.WriteValue(customer.Email());
    jsonWriter.WriteEndObject();

    data = stringWriter.ToString();

    // Send PATCH request to update the customer in CE
    RetailWebRequest request = RetailWebRequest::newUrl(patchUrl);
    System.Text.UTF8Encoding encoding = new System.Text.UTF8Encoding();

    request.parmMethod("PATCH");
    request.parmHeader(header);
    request.parmContentType(contentType);
    if (strLen(data) > 0)
    {
        request.setContentBytes(encoding.GetBytes(data));
    }

    webApi = RetailCommonWebAPI::construct();
    response = webApi.getResponse(request);

    info("Customer updated in D365 CE.");

    return response;
}

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Delete Customer from D365 CE:

The following method will delete a customer record from D365 CE using a PATCH request to deactivate the customer.

x++
public RetailWebResponse deleteCustomerFromCE()
{
    System.IO.StringWriter stringWriter;
    Newtonsoft.Json.JsonTextWriter jsonWriter;
    RetailCommonWebAPI webApi;
    RetailWebResponse response;
    str data;
    str deleteUrl;
    str header;

    deleteUrl = ceApiUrl + "/accounts(accountnumber='" + customer.AccountNum + "')?$select=firstname,lastname,emailaddress,statecode";

    // Get access token
    header = strFmt('Authorization: Bearer %1', this.getAccessToken());

    // Format JSON data
    stringWriter = new System.IO.StringWriter();
    jsonWriter = new Newtonsoft.Json.JsonTextWriter(stringWriter);

    DirPartyName partyName = DirPartyName::find(customer.Party);

    jsonWriter.WriteStartObject();
    jsonWriter.WritePropertyName("firstname");
    jsonWriter.WriteValue(partyName.FirstName);
    jsonWriter.WritePropertyName("lastname");
    jsonWriter.WriteValue(partyName.LastName);
    jsonWriter.WritePropertyName("emailaddress");
    jsonWriter.WriteValue(customer.Email());
    jsonWriter.WritePropertyName("statecode");
    jsonWriter.WriteValue(1); // Deactivate the customer
    jsonWriter.WriteEndObject();

    data = stringWriter.ToString();

    // Send PATCH request to deactivate the customer in CE
    RetailWebRequest request = RetailWebRequest::newUrl(deleteUrl);
    System.Text.UTF8Encoding encoding = new System.Text.UTF8Encoding();

    request.parmMethod("PATCH");
    request.parmHeader(header);
    request.parmContentType(contentType);
    if (strLen(data) > 0)
    {
        request.setContentBytes(encoding.GetBytes(data));
    }

    webApi = RetailCommonWebAPI::construct();
    response = webApi.getResponse(request);

    info("Customer deactivated in D365 CE.");

    return response;
}

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Conclusion:

With these methods, you can now integrate D365 F&O with D365 CE to create, update, and delete customer records asynchronously. This process enables seamless data synchronization between the two systems and enhances your enterprise application architecture.