Enabling web services in Microsoft Dynamics 365 for Financials

When you integrate with Microsoft Dynamics 365 for Financials using SmartConnect, you are able to integrate with all the data in your instance that is published to web services. In Microsoft Dynamics 365 for Financials, only some of the objects are published to web services by default.  However, it is pretty easy to check which objects are currently published to web services and to publish additional objects too.  In Microsoft Dynamics 365 for Financials, here are the steps to access and enable new objects to be published to web services, so you can integrate with them:

 In Microsoft Dynamics 365 for Financials,

  • Click on the “Light-bulb/paper” icon to search Dynamics 365, which will open the search:

  • In the Search for Page or Report window, enter “web services”.
  • You should see this. Click on “Web Services”. dyn365-4
  • In the View – Web Services, click “+ new”.

  • Select whether you’re publishing a CodeUnit, Page or Query.

  • Next, click on the Object ID, which will open the lookup for you to select which object you’d like to publish.

  • After selecting the object, then give that object a Service Name. 
  • Select the checkbox under the Published column for the new object.

At this point, the web services should be enabled for your new object in Dynamics 365 for Financials.  

As a next step, in SmartConnect, you will be required to enter the Web Service URL into the connector setup window.

Have questions?  Contact us any time.


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