Q:

A company uses Dynamics 365 Finance.

The company uses a custom third-party application with budget control for accounting transactions. Budgeting is configured in Finance.

Finance must be called during each accounting transaction to validate the allocated budget for the main account and corresponding dimension.

You need to configure Finance to return the allocated budget in JSON format.

Which two configurations should you use?

Each correct answer provides a complete solution. Choose two.

Select all answers that apply.

The correct answers are:

✅ 1. REST-based custom service

• You can create a REST-based custom service in Dynamics 365 Finance to:

  • Expose budget validation logic.

  • Return the allocated budget for a given account and dimension.

  • Use JSON as the response format (REST = JSON).

• ✔️ Meets both real-time integration and JSON format requirements.

✅ 2. Execute action in the Power Automate Fin & Ops connector

• Power Automate’s Finance and Operations connector allows you to call actions (including custom services) exposed from F&O.

• You can configure a Power Automate flow to:

  • Send the request (account + dimension).

  • Get the response in JSON.

• ✔️ Works well for low-code scenarios and integrates with third-party apps via Power Platform.

❌ Incorrect Options:

• .NET-based wrapper class to call a SOAP service
  ❌ SOAP services return data in XML, not JSON.
  ❌ Also more complex and not native to JSON-based third-party app integrations.

• Business event with a service bus endpoint
  ❌ Business events are event-driven and asynchronous, used for triggering notifications.
  ❌ Not suitable for real-time request/response scenarios like budget validation.

✅ Final Correct Answers:

• ✅ REST-based custom service

• ✅ Execute action in the Power Automate Fin & Ops connector