Set up web services

You can use the web services functionality to set up and manage the web service process for:

Outbound web services: The outbound web service process is used to request data from an external application and to process the response in D365 FO, via an external outbound web service.
Inbound web services: The inbound web service process is used to receive a request from and send a response to an external application, via an inbound web service.

The web service process supports these web service access types:

Basic: You can use this option if the web service access type is SOAP (Simple Object Access Protocol).
REST: Use this option is the web service access type is REST (Representational State Transfer).

You can set up and manage the web service process with web service actions. To manage the different web service states, for each web service action, you can define these messages:

Request message
Response message
Error message

Activities

Name

Responsible

Description

Set up outbound web services

Application Consultant

You can use the outbound web service process to request data from an external application and to process the response in D365 FO, via an external web service. To manage the outbound web service process, set up an outbound web service action.

Set up inbound web services

Application Consultant

You can use the inbound web service process to receive a request from and send a response to an external application, via an inbound web service. To manage the inbound web service process, set up an inbound web service action.

Validate connectivity setup

Application Consultant

If you open a form or save (changes to) the setup of a key element in Connectivity studio, the setup is validated automatically. If errors are found in the setup, an error icon is shown. You can click the icon to show the related error messages.

You can also manually start an automated test to check for errors in the setup. As a result, the found errors are shown. Also, the error icons are shown where applicable.

When errors are found, you can try to fix these errors automatically.

You can check and auto-fix errors for these key elements in Connectivity studio:

Key element	Check
Projects	When automatically checked, only the project setup is checked, and not the related setup like messages and connectors. When started manually, the full project setup is checked.
Documents	The document setup is checked, including the document records setup.
Document records	Only the document records setup is checked.
Messages	The message setup is checked, including the data synchronization setup and message mapping.
Message - Data synchronization setup	Only the data synchronization setup is checked.
Message mapping	Only the message mapping is checked.
Message business events	A check is done if a business event is created for the message business event. Also, a check is done if the target fields and source fields match with the related document setup.
Connectors	Only the connector setup is checked.
Web services	The web service setup is checked, including the data synchronization setup.
Web service - Data synchronization setup	Only the data synchronization setup is checked.

In this flow, in the activity steps, as an example, the validation is done for documents.