D365 F&O Integration Best Practices, Patterns and Anti-Patterns

Scenario # 4 - credit check / limit assignment is done with external service call

Customer credit check / limit assignment is done with external service call. Credit process is run for new customer during order capture.Credit process can take 1-2 minutes to complete.This process is used in a high-volume call center

Patterns

Interactive asynchronous service invocation

• Create order with active hold. Create batch task with pop-up alert, to call external service and then clear hold upon successful credit processing.

In the pattern recommended, the end user experience (e.g. response time) does not take a dependency on the latency of the external service call, while still allowing the process to quickly alert the user via the message center.

Anti-Patterns

• Synchronous, blocking call to external service while the end user session waits on the results.