Microsoft’s Dynamics 365 Business Central allows for the creation of custom extensions containing custom fields from your Business Central pages. When you set up your Business Central connector in Popdock, any fields available in Business Central are available to access via the web services. If you do not have a Business Central Sandbox connector in Popdock with the Query Builder, you can still bring these fields in by creating a custom web service in Business Central. We will dive in how this accomplished below.
Note: By choosing to use web service pages over creating your lists with Query Builder, you may experience slower performance on large volumes of data because API read only queries are optimized with Query Builder.
Finding Page Information in Business Central
To begin, we first need to determine the page information for the web service. Using the Inspect Pages and Data feature in Business Central we can readily find this information. This will allow us to know the exact page that contains our fields to be used in the web service.
1. Access the page in Business Central that contains the Custom Field you want available in your lists. After locating the page, click the Question Mark icon in the upper right corner of the page. From the Help window, click Help & Support.
2. In the Help & Support window, scroll to the Troubleshooting section. Click on Inspect pages and data.
3. In the Page Inspection menu that populates, take note of the Page (Name and Number) in the Page field.
Creating the Web Service in Business Central
1. With the page identified, click the Magnifying Glass icon in the upper right corner of the page, and in the Search type “Web Services“. Click the first Web Services option that populates under Go to Pages and Tasks.
2. In the Web Services menu, click the +New option.
3. A new line will populate at the bottom on the page. Using the Object Type dropdown menu, select Page. Next, click on the Object ID field for that line. Enter the page number identified during the page inspection and tab off. Business Central will then populate the Object Name for the page in the available field. Next click the box for Service Name and give the web service a corresponding name (NOTE: Business Central does not accept service names with spaces in the name. Use underscores or just have it all together). With a Service Name in place, click the second checkbox on the line (Published) to publish the web service. After selecting the Published checkbox, press enter or click on a different record to save your web service.
Add the Web Service as a List within Your Business Central Connector
With the page containing our custom fields now published as a web service in Business Central, we now just need to add this new web service as a list in Popdock.
1. Navigate to the Lists section of your Business Central Connector in Popdock. Click on +Add Lists in the upper right corner of the page.
2. In the Add lists window, use the Search bar to find the web service created in Business Central. Select the first option from the web services that populate. With the web service selected, click Add.
3. A new list will begin to populate with your custom field available to use inside of Popdock.
If you have additional questions regarding accessing Business Central custom extensions in Popdock, contact support@eonesolutions.com.
