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Example

What you'll build​

This integration retrieves cash account records from a Microsoft Dynamics 365 Finance environment using the Microsoft Dynamics 365 Finance Cash Management connector. The flow calls the List Cash Accounts operation and logs the result as a JSON string.

Operations used:

  • List Cash Accounts : Lists cash account records used to manage and reconcile an organization's cash positions

Architecture​

Prerequisites​

  • A Microsoft Dynamics 365 Finance & Operations environment with the Cash and bank management module configured

  • A Microsoft Entra ID app registration with Dynamics 365 API permissions, added as a user in the Dynamics 365 Finance environment

  • The application must be registered as a user in the target Dynamics 365 Finance and Operations environment and assigned the security roles required for this connector's operations.

Setting up the Microsoft Dynamics 365 Finance Cash Management integration​

New to WSO2 Integrator? Follow the Create a New Integration guide to set up your integration first, then return here to add the connector.

Adding the Microsoft Dynamics 365 Finance Cash Management connector​

Step 1: Open the connector palette​

Select Add Connection in the Connections section.

Microsoft Dynamics 365 Finance Cash Management connector palette open before selection

Step 2: Select the Microsoft Dynamics 365 Finance Cash Management connector​

  1. Enter microsoft.dynamics365.finance.cashmanagement in the search field.
  2. Select the Cashmanagement connector card.

Configuring the Microsoft Dynamics 365 Finance Cash Management connection​

Step 3: Bind the connection parameters to configurable variables​

Bind every required connection field to a configurable variable:

  • Config : Authentication object referencing the tokenUrl, clientId, clientSecret, and scopes configurable variables. Enter the expression {auth: {tokenUrl, clientId, clientSecret, scopes}}.
  • Service Url : URL of the target Dynamics 365 Finance and Operations environment, bound to the serviceUrl configurable variable. Use the OData root, for example https://<your-org>.operations.dynamics.com/data.
  • Connection Name : Set to cashmanagementClient

Microsoft Dynamics 365 Finance Cash Management connection form with all parameters bound before saving

Step 4: Save the connection​

Select Save Connection and verify that the connection appears in the Connections section.

Microsoft Dynamics 365 Finance Cash Management connection visible after saving

Step 5: Set actual values for your configurables​

  1. Select Configurations at the bottom of the project tree under Data Mappers.
  2. Enter a value for each configurable listed below before you run the integration.
  • tokenUrl (string) : The Microsoft identity platform token endpoint for your tenant
  • clientId (string) : The application (client) ID of your Microsoft Entra ID app registration
  • clientSecret (string) : The client secret generated for your Microsoft Entra ID app registration
  • scopes (string[]) : The OAuth2 scope requested for the client-credentials token, set to the environment base URL followed by /.default
  • serviceUrl (string) : The OData root URL of your Dynamics 365 Finance and Operations environment

Configuring the Microsoft Dynamics 365 Finance Cash Management List Cash Accounts operation​

Step 6: Add an automation entry point​

  1. Select Add Entry Point next to Entry Points.
  2. Select Automation.
  3. Select Create to accept the settings.

Step 7: Expand the connection and configure the List Cash Accounts operation​

  1. Select the + icon on the automation flow to open the node panel.
  2. Expand cashmanagementClient under Connections to display its operations.

Microsoft Dynamics 365 Finance Cash Management connection expanded to display operations before selection

  1. Select List Cash Accounts. This operation has no required parameters; the result is stored in the cashmanagementCashaccountscollection variable (cashmanagement:CashAccountsCollection).

Microsoft Dynamics 365 Finance Cash Management List Cash Accounts operation form with all values entered before saving

  1. Select Save.

Step 8: Log the List Cash Accounts result​

Add a Log Info action that logs cashmanagementCashaccountscollection.toJsonString(), then return to the visual flow.

Completed Microsoft Dynamics 365 Finance Cash Management flow with the configured List Cash Accounts operation

Try it yourself​

Try this sample in WSO2 Integration Platform.

Deploy to Devant

View source on GitHub

More code examples​

The Dynamics 365 Finance Ballerina connectors provide practical examples illustrating usage in various scenarios. Explore these examples.