关于Dynamics 365集成的两项技术问询：合规要求与Web API适用性

1. Do you need to provide Terms of Service and Privacy Statement links for this scenario? #

Yes, you do need to provide these links—even though your integration is a backend service with no user interface. Here’s the breakdown:

• Microsoft’s Azure AD app registration requirements mandate all registered applications (including service-to-service tools) include these links as part of compliance and transparency standards.
• These documents don’t have to be overly complex. Simple, clear pages hosted on your company’s website (or any accessible web location) will suffice, as long as they outline:
  • Terms of Service: Rules governing your service’s interaction with Dynamics 365 and the data involved in syncs.
  • Privacy Statement: How you handle, store, and process the account/contact data being transferred between systems.

2. Is Web API the right integration solution for your sync scenario? #

Absolutely—Web API is the recommended and ideal choice for your use case, and here’s why:

• Microsoft has explicitly positioned Web API as the modern, future-proof successor to the SOAP-based Organization Service. It’s the go-to integration method for new Dynamics 365/Dataverse projects.
• Its REST-based design makes it easy to implement in ASP.NET using standard tools like HttpClient, or the official Microsoft.PowerPlatform.Dataverse.Client NuGet package (which simplifies authentication, request formatting, and error handling).
• It supports server-to-server authentication (client credentials flow), which is perfect for your backend sync process (no user interaction required).
• For your specific sync scenarios:
  • You can efficiently detect new Accounts in Dynamics 365 (using change tracking to avoid full data scans) and sync them to your自研 library.
  • Creating Contacts in Dynamics 365 from your自研 library is straightforward via Web API’s POST endpoint for the contacts entity.
• OData query capabilities let you filter, sort, and select only the data you need, optimizing sync performance.

内容的提问来源于stack exchange，提问作者Sompop Charusaengrit