How to Secure Web Services in Dynamics AX with Custom Auth

 

Introduction

When working with Microsoft Dynamics AX, security is one of the most important factors. Businesses use web services to share data between applications. However, exposing these services without proper protection can be risky. That is where custom authentication comes in. By using the right methods, you can secure web services in Dynamics AX and make them reliable.

This guide explains step by step how to apply custom authentication for Dynamics AX web services. It covers concepts, examples, benefits, and differences. If you are planning to advance your career, Microsoft Dynamics AX Training can help you gain deep knowledge in this area.

Table of Contents

·       Key Concepts in Securing Web Services

·       Setting Up Custom Authentication in Dynamics AX

·       Key Differences Between Standard and Custom Auth

·       Step-by-Step Example with X++

·       Benefits of Custom Authentication in Web Services

·       FAQs

Key Concepts in Securing Web Services

To secure web services in Dynamics AX, you need to understand the basics of custom auth. Custom authentication means creating your own logic for verifying users. It ensures only trusted users or systems access the services.

In 2025, companies are moving away from older, static security models. They prefer token-based and certificate-based authentication. This makes security stronger and prevents data leaks. Custom solutions are flexible and can match business needs.

If you want to learn how to design such solutions, joining a MicroSoft Dynamics Ax Course can help you master practical skills.

Setting Up Custom Authentication in Dynamics AX

Securing web services is not difficult when you follow the right steps. Here is a simple way to do it:

Step 1: Identify Service Needs

Decide whether your service will be SOAP-based or REST-based. This choice impacts how authentication is applied.

Step 2: Create a Custom Class

Write an X++ class that checks user credentials or tokens. You can include logic for roles, permissions, or tokens.

Step 3: Register the Service

Expose your class as a web service in Dynamics AX. Make sure you configure the endpoint properly.

Step 4: Add Authentication Logic

Attach the custom class to your service pipeline. This ensures that before a request runs, it passes through your security checks.

Step 5: Test the Service

Always test with valid and invalid credentials. This step ensures your custom auth works as expected.

These steps are widely used by professionals who complete Microsoft Dynamics AX Training programs.

Key Differences Between Standard and Custom Auth

There are clear differences between standard and custom authentication methods in Dynamics AX:

·       Standard Authentication uses built-in Windows or Azure methods. It is quick but less flexible.

·       Custom Authentication allows you to write your own logic. It fits unique business models.

·       Standard auth is easier to set up but may not cover all cases.

·       Custom auth requires coding but gives complete control.

In 2025, many enterprises choose custom methods because they need stronger control. A MicroSoft Dynamics Ax Course can guide you with examples of both approaches.

Step-by-Step Example with X++

Here is a simple example to understand how custom auth works with X++ in Dynamics AX:

1.    Create a class named CustomAuthService.

2.    Add a method to validate a token or API key.

3.    If validation fails, throw an exception.

4.    Expose this class as a service.

5.    Call the service from an external application.

This method ensures that only valid tokens get access. Businesses use such methods to connect Dynamics AX with third-party systems securely. Visualpath training programs also use similar examples during sessions.

Benefits of Custom Authentication in Web Services

Using custom authentication in Dynamics AX comes with many benefits:

·       Stronger security with token or certificate checks.

·       Full control over user access and permissions.

·       Ability to integrate with external identity providers.

·       Flexible enough to change with business needs.

·       Reduced chances of unauthorized access.

These benefits make custom auth a preferred choice. With Microsoft Dynamics AX Training, you can learn how to implement such solutions step by step.

FAQs

Q. How can you expose a WCF web service from Dynamics AX to the web securely?

You need to use custom authentication with tokens or certificates. Always configure endpoints carefully. Visualpath explains this in detail in their training.

Q. What are the common methods used for authenticating custom web services in D365FO?

Common methods include token-based, OAuth, and certificate-based auth. A MicroSoft Dynamics Ax Course helps you practice these methods.

Q. How do you create and configure a SOAP-based custom service in Dynamics 365?

You must build an X++ class, expose it as a service, and secure it with authentication logic. Many developers refine this process through Microsoft Dynamics AX Training.

Q. What steps are involved in integrating custom services with Dynamics 365 Finance and Operations using X++?

Steps include designing the class, exposing the service, writing auth logic, and testing. Visualpath provides hands-on labs for this process.

Conclusion

Securing web services in Dynamics AX with custom auth is now a must-have skill. Businesses want stronger protection as data threats increase in 2025. Custom authentication ensures flexibility, control, and safety.

Learning these methods becomes easier when you take a MicroSoft Dynamics Ax Course. For professionals who want to grow, Microsoft Dynamics AX Training at Visualpath provides the best guidance with real-world projects.

Ready to level up your Dynamics AX skills?

Call +91 7032290546
Or

Visit us online: https://www.visualpath.in/online-microsoft-dynamics-ax-technical-training.html

How to Use Delegates for Event-Driven Code in Dynamics AX

 

Introduction

Event-driven programming in Microsoft Dynamics AX has changed a lot with the latest update in 2025. Developers now use delegates to build flexible, secure, and upgrade-safe code. Delegates allow you to extend business logic without touching the base code. This is very useful for projects that need frequent upgrades. Many professionals enhance their skills through MicroSoft Dynamics Ax Training Online to stay updated.

Table of Contents

·       Key Concepts of Delegates

·       Key Differences with Event Handlers

·       Key Examples in Dynamics AX

·       Benefits of Using Delegates

·       Step-by-Step Guide to Use Delegates

·       FAQs

Key Concepts of Delegates

Delegates act like placeholders for methods in Dynamics AX. They define a call that can later connect to other methods. When the delegate is raised, all attached methods execute. This makes code modular and upgrade-safe.

In MicroSoft Dynamics Ax Course, trainers often explain that delegates help you plug new functionality without editing the core objects. This method also keeps your system stable during version upgrades.

Key Differences with Event Handlers

Before 2025, many developers used event handlers directly. Event handlers bind specific methods to events. Delegates are different. They do not carry logic themselves but broadcast a call. Any subscriber can listen and react.

The latest 2025 update made this model stronger. Microsoft improved delegate handling for better performance in large systems. This ensures faster event calls in high-volume environments. Visualpath training explains that delegates are safer than event handlers when extending standard features.

Key Examples in Dynamics AX

Here is a simple example:

public delegate void salesOrderConfirmedDelegate(SalesTable salesTable);

 

public void confirmSalesOrder(SalesTable salesTable)

{

    // Core logic

    this.salesOrderConfirmedDelegate(salesTable);

}

In this example, the salesOrderConfirmedDelegate is called inside the confirm method. Any external method can subscribe to it without changing this core code.

If you enroll in MicroSoft Dynamics Ax Training Online, you will practice similar coding examples. Hands-on training helps you understand how to attach methods to delegates.

Benefits of Using Delegates

Using delegates brings many benefits:

No need to touch the base object.

Easier upgrade to new versions.

Multiple subscribers can respond to one event.

Clean and modular code.

Better flexibility in customizing Dynamics AX.

As explained in MicroSoft Dynamics Ax Course, delegates are essential for teams handling complex business logic. They reduce conflicts during updates and save time.

Step-by-Step Guide to Use Delegates

Follow these steps to use delegates for event-driven code in Dynamics AX:

Step 1: Define a Delegate

Create a delegate in your class. This is the starting point.

public delegate void validateCustomerDelegate(CustTable custTable);

Step 2: Call the Delegate

Raise the delegate at the point where custom logic should be triggered.

public void validateCustomer(CustTable custTable)

{

    this.validateCustomerDelegate(custTable);

}

Step 3: Subscribe to the Delegate

Create a subscriber class and method. Attach it to the delegate.

[SubscribesTo(classStr(CustomerClass), delegateStr(CustomerClass, validateCustomerDelegate))]

public static void myValidation(CustTable custTable)

{

    // Custom logic

}

Step 4: Test the Event

Run the process and confirm that your method executes when the delegate is raised.

This step-by-step model is widely taught in MicroSoft Dynamics Ax Training Online. It ensures developers understand both theory and practice.

FAQs

Q. What are delegates in Dynamics AX and why are they important for event-driven programming?

Delegates are calls that allow other methods to subscribe and run without changing the base code. They are important because they support clean event-driven design. Visualpath highlights them as a must-learn skill for AX developers.

Q. How do delegates differ from traditional event handlers in Dynamics AX?

Delegates broadcast calls, while event handlers directly bind logic. Delegates give more flexibility and allow multiple subscribers.

Q. Can delegates be used to extend standard AX functionality without modifying base code?

Yes. That is their main advantage. Developers extend processes without changing the base. Many professionals learn this in MicroSoft Dynamics Ax Course for long-term project success.

Q. What are common challenges when using delegates for event-driven code in Dynamics AX?

Challenges include managing too many subscribers and debugging issues. Visualpath explains that proper naming and documentation reduce these risks.

Conclusion

Delegates in Dynamics AX are now central to event-driven programming. With the 2025 update, they are faster and more reliable. They help developers extend functionality without touching base objects. Both MicroSoft Dynamics Ax Course and MicroSoft Dynamics Ax Training Online cover delegates in depth. Learning them ensures you stay ready for future upgrades.

Visualpath is Hyderabad’s leading institute for Microsoft Dynamics AX training in India. We offer top-quality courses at affordable prices, designed to equip you with the skills needed for success.
For more details, contact us at +91 7032290546
Visit: https://www.visualpath.in/online-microsoft-dynamics-ax-technical-training.html

How to Extend Dynamics AX Forms Without Overlayering

 

Introduction

In the world of Microsoft Dynamics AX, customizing forms has traditionally been done through overlayering. However, with the introduction of extensions in Dynamics 365, there is a more efficient and upgrade-friendly approach. This article explains how to extend Dynamics AX forms without overlayering for smoother upgrades and better maintainability.

Table of Contents

·       Understanding Overlayering vs. Extensions

·       Key Concepts in Form Extensions

·       Step-by-Step Guide to Extending Forms Without Overlayering

·       Best Practices for Form Extensions

·       Key Differences Between Overlayering and Extensions

·       Examples of Form Extensions

·       Benefits of Using Extensions

·       FAQs

Understanding Overlayering vs. Extensions

Overlayering involves modifying the base code directly, which can create issues during upgrades and potential conflicts with standard functionality. Extensions allow developers to add custom logic without altering the base code. This approach ensures smoother updates and better compatibility with future versions Microsoft Dynamics AX Training in Ameerpet.

Key Concepts in Form Extensions

·       Extension Classes: Add methods or modify existing ones without overlayering.

·       Event Handlers: Subscribe to events like OnClicked to add custom logic when a button is pressed.

·       Table Extensions: Add new fields or modify existing ones without changing the base table.

·       Form Control Extensions: Customize form controls by adding or modifying properties and methods.

Step-by-Step Guide to Extending Forms Without Overlayering

Step 1: Create a Form Extension

1.    Navigate to the AOT (Application Object Tree).

2.    Locate the form you wish to extend.

3.    Right-click on the form and select "Create Extension."

Step 2: Add Custom Controls or Modify Existing Ones

1.    In the form extension, add new controls or modify existing ones.

2.    Set properties for the controls, including labels, data sources, and visibility.

Step 3: Implement Event Handlers

1.    Create an extension class for the form control.

2.    Use the [ExtensionOf(formControlStr(FormName,

ControlName))] attribute to link the class Microsoft Dynamics AX Training in Ameerpet.

3.    Define methods like clicked() to implement custom logic.

Step 4: Deploy and Test

1.    Build the project to compile the extension.

2.    Deploy the extension to the environment.

3.    Test the form to ensure customizations work as expected.

Best Practices for Form Extensions

Use Extension Classes: Always use extension classes for adding or modifying methods.

Avoid Overlayering: Refrain from modifying base code directly.

Modularize Code: Keep custom logic modular for easier maintenance.

Follow Naming Conventions: Use consistent names to avoid conflicts.

Key Differences Between Overlayering and Extensions

Aspect	Overlayering	Extensions
Code Modification	Directly modifies base code	Adds custom logic without altering base code
Upgrade Impact	Can cause issues during upgrades	Ensures smoother upgrades
Maintainability	Harder to maintain	Easier to maintain
Compatibility	May conflict with standard functionality	Compatible with future versions

---

Examples of Form Extensions

Example 1: Adding a Custom Button

1.    Create a form extension for SalesTable.

2.    Add a new button control named btnCustomAction.

3.    Implement a clicked() method for custom behavior.

Example 2: Modifying an Existing Button

1.    Create a form extension for SalesTable.

2.    Locate the existing button btnConfirm.

3.    Implement a clicked() method to add logic before the standard behavior.

Benefits of Using Extensions

Upgrade-Friendly: Extensions do not interfere with standard code.

Maintainability: Custom logic is separate, making maintenance easier.

Compatibility: Extensions work with future versions of Dynamics AX.

FAQs

Q: Is fields on an extension class only supported if the ExtensionOf attribute is used on a class or a form?

A: Yes, the [ExtensionOf] attribute is required. Without it, the extension class will not be recognized. Visualpath training explains this clearly in their courses.

Q: How to edit forms in Dynamics 365?

A: Create a form extension, add or modify controls, and use event handlers to implement logic. Visualpath training institute provides step-by-step guidance.

Q: How do I hide related tabs in Dynamics 365?

A: Use form control extensions to modify the visibility of related tabs based on conditions.

Q: How do I enable quick create form in Dynamics 365?

A: Go to the form settings and enable the "Quick Create" option for faster record creation.

Final Words

For learners looking to strengthen their Dynamics AX skills, Microsoft Dynamics AX Training in Ameerpet offers hands-on practical sessions. Similarly, Microsoft AX Training covers advanced topics like form extensions and customization techniques.

By using extensions instead of overlayering, organizations ensure that their Dynamics AX customizations are robust, upgrade-friendly, and maintainable. Following these steps and best practices makes extending forms easier and safer.

Visualpath is the Leading and Best Institute for learning in Hyderabad. We provide MicroSoft Dynamics Ax Training in India. You will get the best course at an affordable cost.

For more Details Contact +91 7032290546

Visit: https://www.visualpath.in/online-microsoft-dynamics-ax-technical-training.html

How to Connect Dynamics AX with APIs Using .NET

 

Introduction

Microsoft Dynamics AX is a powerful ERP system. Many companies want it to connect with outside applications for smooth business processes. APIs make this possible, and .NET libraries provide a strong way to handle these integrations. With the 2025 updates, developers can enjoy better speed, stronger security, and easier maintenance. This article explains the concepts, steps, and examples you need to build safe API connections with Dynamics AX.

Latest Update: 2025

.NET 9 now supports faster HTTP handling, improved error recovery, and stronger connection pooling. Azure API Management also brings advanced OAuth 2.0 features. These updates make Dynamics AX API integration more reliable than ever.

Table of Contents

·       Key Concepts

·       Key Differences

·       Key Examples

·       Benefits for Better Understanding

·       Prerequisites

·       Dynamics AX API: Step-by-Step Setup

·       Dynamics AX API: Security and Testing

·       FAQs

Key Concepts

APIs act as messengers between systems. REST APIs use JSON and are lightweight. SOAP APIs rely on XML and need WCF services. OData is a simple option in AX 2012 for read-only tasks. For security, OAuth 2.0 is widely used and prevents password risks. In .NET, developers use HttpClient for requests and JSON serializers for handling data.

Key Differences

REST APIs are simple and fast. SOAP APIs are stricter but work well when systems need strong contracts. OData is useful for queries in AX but limited in features. OAuth 2.0 is safer than older login methods and works with both REST and SOAP. With .NET 9, developers can now process more requests quickly and with fewer errors.

Key Examples

One company can connect a supplier’s REST API to fetch product data into AX. Another can use AX OData to send reports to an external app. SOAP connections are still used by banks and partners with legacy systems. These examples show how flexible AX can be when paired with APIs. For practical experience, learners can explore Microsoft Dynamics AX Training in India to see these examples in real time.

Benefits for Better Understanding

Integrating APIs with AX saves time and avoids manual data entry. It reduces human errors and improves reporting speed. Businesses can get real-time data from partners and make quicker decisions. Automated API connections also allow systems to handle larger workloads without needing extra staff. Monitoring tools make troubleshooting easier and improve reliability.

Prerequisites

Before starting, check that you have AX 2012 R3 or later, .NET 8 or .NET 9 SDK, and access to the required API. Make sure you have valid authentication keys, like a client ID and secret. Also, create a service account in AX with the lowest permissions needed. Beginners can join a Dynamics 365 Online Course to build these skills step by step.

Dynamics AX API: Step-by-Step Setup

Step 1: Plan the integration

List the endpoints, data formats, and security needs. Map each field to AX tables or services.

Step 2: Configure AX endpoints

Use WCF for SOAP, or enable OData for simple queries. Document URLs and connection settings. Hands-on training in Microsoft Dynamics AX Training in India can help here.

Step 3: Create the .NET client

Start a project in .NET. Use HttpClientFactory for calls and System.Text.Json for data handling.

Step 4: Connect with SOAP if needed

When working with legacy APIs, generate WCF clients. Match bindings carefully and manage timeouts.

Step 5: Add authentication

Use OAuth 2.0 tokens instead of passwords. Store secrets in a secure vault. Rotate them regularly. A Dynamics 365 Online Course often covers OAuth basics for beginners.

Step 6: Move data into AX

Send requests from .NET to AX services. Validate data before saving. Use logs for tracking and debugging.

Step 7: Test and monitor

Run tests with tools like Postman. Check responses for errors. Monitor API performance and retry when needed. Labs in Microsoft Dynamics AX Training in India can help you practice.

Dynamics AX API: Security and Testing

Always use secure gateways like Azure API Management. Validate tokens before requests reach AX. Set rate limits to avoid overloads. Use IP filtering for extra safety. Testing should cover normal, error, and timeout cases. Also test token expiration to avoid failures in production. A Dynamics 365 Online Course includes real testing exercises for learners.

Key Examples (Code Paths)

OData Example (AX 2012)

var url =

$"{baseUrl}/DynamicsAx/Services/ODataQueryService/InventOnHand?$top=10";

var json = await http.GetStringAsync(url);

SOAP Example

// Use WCF client with BasicHttpBinding or WSHttpBinding

// depending on the partner API.

Practical projects like these are often part of Microsoft Dynamics AX Training in India workshops.

FAQs

Q. What is the best way to integrate external APIs with Dynamics AX?
The best way depends on the case. REST is great for simple data, while SOAP works for structured contracts. OAuth adds security. Visualpath training explains these methods with real projects.

Q. Which .NET libraries are most useful for API integration in Dynamics AX?

HttpClient and System.Text.Json are essential for REST. WCF works well for SOAP. Resilience handlers add reliability. Visualpath shows how to use them effectively.

Q. Can I use REST and SOAP APIs with Dynamics AX?

Yes. REST is faster and simpler, while SOAP is used for strict systems. AX 2012 supports OData as well. Both methods are valid depending on business needs.

Q. How do I handle authentication while connecting APIs to Dynamics AX?

OAuth 2.0 is the best choice. Use client credentials, store them safely, and rotate often. Visualpath offers guided labs for OAuth setup.

Q. What are common challenges in Dynamics AX API integration and how to solve them?

Timeouts, schema changes, and token errors are common. Use retries, version control, and logging to fix them. Visualpath training shares checklists to avoid these issues.

Results You Can Expect

By connecting APIs with Dynamics AX through .NET, you can achieve faster workflows, fewer errors, and stronger automation. Businesses save time, cut costs, and improve decision-making with real-time data. Learners who want more advanced skills can join a Dynamics 365 Online Course at Visualpath.

For more Details Contact +91 7032290546

Visit: https://www.visualpath.in/online-microsoft-dynamics-ax-technical-training.html