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Example

What you'll build​

This example builds an automation that connects to Microsoft Dynamics 365 Finance through the Customer connector and retrieves a collection of customer records. The automation logs the returned collection so you can confirm that the connection and the operation work end to end.

Operations used:

  • List Customers : Retrieves a collection of customer records from Microsoft Dynamics 365 Finance.

Architecture​

Prerequisites​

  • An Azure Active Directory (Entra ID) application registration with API permissions for Microsoft Dynamics 365 Finance.

  • A Microsoft Dynamics 365 Finance and Operations environment with a known service URL.

  • 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 Customer 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 Customer connector​

Step 1: Open the connector palette​

Select Add Connection in the Connections section.

Microsoft Dynamics 365 Finance Customer connector palette open before selection

Step 2: Select the Microsoft Dynamics 365 Finance Customer connector​

  1. Enter microsoft.dynamics365.finance.customer in the search field.
  2. Select the Customer connector card.

Configuring the Microsoft Dynamics 365 Finance Customer connection​

Step 3: Bind the connection parameters to configurable variables​

Bind every connection field to a configurable variable that supplies the OAuth2 client-credentials grant and the target environment endpoint.

  • Config : Binds the token URL, client ID, and client secret configurable variables used for the OAuth2 client-credentials grant. Enter the expression {auth: {tokenUrl, clientId, clientSecret, scopes}}.
  • Service Url : Binds the configurable variable for the Microsoft Dynamics 365 Finance and Operations environment endpoint. Use the OData root, for example https://<your-org>.operations.dynamics.com/data.

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

Step 4: Save the connection​

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

Microsoft Dynamics 365 Finance Customer 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 OAuth2 token endpoint used to obtain an access token for Microsoft Dynamics 365 Finance.
  • clientId (string) : The client identifier of the Azure Active Directory application registration.
  • clientSecret (string) : The client secret of the Azure Active Directory application registration.
  • scopes (string[]) : The OAuth2 scope requested for the client-credentials token, set to the environment base URL followed by /.default
  • serviceUrl (string) : The base URL of the target Microsoft Dynamics 365 Finance and Operations environment.

Configuring the Microsoft Dynamics 365 Finance Customer List Customers 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 select the List Customers operation​

  1. Select Add Step in the automation flow.
  2. Expand customerClient to display its operations.

Microsoft Dynamics 365 Finance Customer connection expanded to display operations before selection

  1. Select List Customers. This operation has no required parameters, and its result is stored in customerCustomerscollection (customer:CustomersCollection).

Microsoft Dynamics 365 Finance Customer List Customers operation with default values before saving

  1. Select Save.

Step 8: Log the List Customers result​

  1. Select Add Step on the connecting line to Error Handler.
  2. Expand Logging and select Log Info.
  3. Switch Msg to expression mode and enter customerCustomerscollection.toJsonString().
  4. Select Save.

Completed Microsoft Dynamics 365 Finance Customer flow with the configured List Customers 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.