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Example

What you'll build​

This example builds an automation that connects to Microsoft Dynamics 365 Finance HR and retrieves person master data. The automation authenticates with OAuth2 client credentials, runs the operation, and logs the returned collection for verification.

Operations used:

  • List People : Retrieves the collection of person master data records from Microsoft Dynamics 365 Finance and Operations.

Architecture​

Prerequisites​

  • A Microsoft Dynamics 365 Finance and Operations environment.
  • An Azure Active Directory (Entra ID) app registration configured for client credentials, added as a user with appropriate security roles in the target environment.

Setting up the Microsoft Dynamics 365 Finance HR 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 HR connector​

Step 1: Open the connector palette​

Select Add Connection in the Connections section.

Microsoft Dynamics 365 Finance HR connector palette open before selection

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

  1. Enter microsoft.dynamics365.finance.hr in the search field.
  2. Select the Hr connector card.

Configuring the Microsoft Dynamics 365 Finance HR connection​

Step 3: Bind the connection parameters to configurable variables​

Bind every required connection field to a configurable variable.

  • Config : Switch to an expression that references the tokenUrl, clientId, clientSecret, and scopes configurables nested under auth. Enter the expression {auth: {tokenUrl, clientId, clientSecret, scopes}}.
  • Service Url : Bind to the serviceUrl configurable through the field's helper panel.

Microsoft Dynamics 365 Finance HR 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 HR 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 URL for the Azure AD application, for example https://login.microsoftonline.com/<tenant-id>/oauth2/v2.0/token.
  • clientId (string) : The application (client) identifier of the Azure AD app registration.
  • clientSecret (string) : The client secret of the Azure AD 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 URL of the target Microsoft Dynamics 365 Finance and Operations environment, for example https://<your-org>.operations.dynamics.com/data.

Configuring the Microsoft Dynamics 365 Finance HR List People 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 People operation​

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

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

  1. Select List People. This operation has no required parameters, and the generated result is named hrPeoplecollection (hr:PeopleCollection).

Microsoft Dynamics 365 Finance HR List People operation with all values entered before saving

  1. Select Save.

Step 8: Log the List People result​

Add a Log Info action, switch its Msg field to expression mode, and enter hrPeoplecollection.toJsonString() to log the result. Return to the visual flow to confirm the complete chain.

Completed Microsoft Dynamics 365 Finance HR flow with the configured 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.