1. To-Increase Dynamics 365 for Finance & Operations
  2. Data quality studio
  3. Activities

Set up web service for Data quality studio
Application task

You can use a web service in:

  • A validation rule to validate if a field value matches a value in another internal or external source.
  • An action rule to fill a field value with a value from another internal or external source.
To set up a web service validation rule or action rule, first set up the web service to be used.
You can find most of the required values to be set for the web service in the technical documentation as shared by the web service provider.


Standard procedure

1. Click Data quality management.
2. Click Web services.
3. Click New.
4. Enter a name for the web service. The name is for internal use in Data quality studio only. So, no match is required with the external web service name.
  In the Web service field, type a value.
5. In the Description field, type a value.
6. In the Web Service URL field, enter the URL of the web service.
7. If a web service requires a certificate, you can select it in this field. If the required certificate is not available, you first must add it to the certificate store of the VM or computer on which D365 FO is running.
  In the Certificate field, enter or select a value.
8. Sub-task: Define web service settings.
  8.1 Expand the Settings section.
  8.2 Define the request method for the web service. Make sure it exactly matches with a request method that is available for the web service.
  In the Request method field, type a value.
  8.3 Define the content type of the request that you send to the web service. Make sure to match the content type that is required by the web service. For example, application/json, text/xml, or text/plain.
  In the Content type field, type a value.
  8.4 You can use a custom class to define the request that you send to the web service. You can, for example, use a custom class to add some binary code or other logic to the web service request.
The custom class must extend the DQSWebServiceCustomFormatBase base class. Use the PostData method to define web service requests.
  In the Custom request handler field, enter or select a value.
 

Note:
- You can use a custom class both for SOAP and non-SOAP.
- In the lookup of this field, only the classes are shown that extend the DQSWebServiceCustomFormatBase base class.
- You can use the same custom class for request and response.
- If you use a custom class in the Request data provider field, the Input parameters must be defined in the custom class. So, you cannot define Input parameters for the web service.
  8.5 Define the expected content type of the response that you get from the web service. For example, application/json, text/xml, or text/plain.
  In the Accept field, type a value.
  8.6 A web service can apply encoding to a response message. If so, define the used encoding for the response message.
  In the Accept encoding field, type a value.
  8.7 You can use a custom class to define the response that you expect from the web service. You can, for example, use a custom class to add some binary code or other logic to the web service response.
The custom class must extend the DQSWebServiceCustomFormatBase base class. Use the parseResponse method to define web service response.
  In the Custom response handler field, enter or select a value.
 

Note:
- You can use a custom class both for SOAP and non-SOAP.
- In the lookup of this field, only the classes are shown that extend the DQSWebServiceCustomFormatBase base class.
- You can use the same custom class for request and response.
- If you use a custom class in the Response parser field, the Output parameters must be defined in the custom class. So, you cannot define Output parameters for the web service.
  8.8 Indicate if the web service access type is SOAP (Simple Object Access Protocol). If the access type is SOAP, you must also define the message pattern.
  Select Yes in the Use SOAP envelope field.
  8.9 If the web service access type is SOAP, enter the required SOAP segments and schema as provided by the web service. Also enter the parameters in the message body. If you send a request, the parameter values are added to the parameters in the body in the message pattern.
  In the Message pattern field, type a value.
 

Note:
- You can only define a message pattern if the content type is 'application/xml'.
- Make sure to define the request parameters in the Parameters section or in the Custom request handler.
9. Sub-task: Define web service parameters.
  9.1 Every web service requires parameters. The parameters define the web service values that are used to validate or set a D365 FO value.
  Expand the Parameters section.
 

Note:
- If you use a custom handler for the request or response, the parameters must be defined in the custom handler.
- If the web service:
- Uses SOAP, the parameter values are added to the parameters in the body in the message pattern.
- Does not use SOAP, the parameters and parameter values are added to the web service URL.
  9.2 Click New.
  9.3 Enter the name of the parameter. Make sure the parameter name matches the corresponding name in the web service.
  In the Parameter name field, type a value.
  9.4 Define when the parameter is applied:
- Request: Defines what you send to the web service. So, it is the input for the web service.
- Response: Defines what you get from the web service. So, it is the output from the web service.
  In the Direction field, select an option.
 

Note: If you have defined a:
- Custom request handler, you cannot set up Request parameters.
- Custom response handler, You cannot set up Response parameters.
  9.5 If the parameter direction is:
- Request, you can define a default value. On the validation rule or action rule properties, you can choose to override this value with another value. Some parameters you do not override. For example, parameters like 'apikey' or 'id'.
- Response, no value can be defined because you receive the value from the web service.
  In the Parameter value field, type a value.
  9.6 You can use secured values to store secrets at a central place in Data quality studio. You can, for example, set up a secured value for a license key or access token.
You can use a secured value as a request parameter value to get access to a web service.
  In the Secured value field, enter or select the desired secured value.
 

Note:
- Use secured values only for parameters with the direction 'Request'.
- If you use a secured value, do no fill in the Parameter value field.
  9.7 If the web service type is SOAP, in a web service message, a parameter can be used several times in different locations. You can use a path expression to define the exact location in the web service message to enter or find applicable value.
  In the Path expression field, type a value.
 

Note: You can only define a path expression if the content type is 'application/xml'.
10. Sub-task: Make web service active.
  10.1 If the web service setup is completed, you can make the web service active. As a result, it becomes available for selection for validation rules and action rules.
  Select Yes in the Active field.
 

Note: If active and used in an active data quality policy version, you cannot make the web service inactive.
11. Close the page.
Related to Notes

Set up validation rule of type Web service

 		 

Set up action rule of type Web service

 		 

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