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Example

What you'll build​

This example builds an automation that connects to Microsoft Dynamics 365 Finance and retrieves general ledger journal header records through the Microsoft Dynamics 365 Finance Ledger connector. The integration authenticates with an OAuth2 client credentials grant, retrieves the ledger journal header collection, and logs the result as JSON.

Operations used:

  • List Ledger Journal Headers : Retrieves the collection of general ledger journal header records recorded in Microsoft Dynamics 365 Finance.

Architecture​

Prerequisites​

  • A Microsoft Dynamics 365 Finance and Operations environment, either cloud-hosted or sandbox.

  • An Azure Active Directory (Entra ID) app registration with API permissions for Dynamics 365, providing a client identifier, a client secret, and a token endpoint.

  • 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 Ledger 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 Ledger connector​

Step 1: Open the connector palette​

Select Add Connection in the Connections section.

Microsoft Dynamics 365 Finance Ledger connector palette open before selection

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

  1. Enter microsoft.dynamics365.finance.ledger in the search field.
  2. Select the Ledger connector card.

Configuring the Microsoft Dynamics 365 Finance Ledger connection​

Step 3: Bind the connection parameters to configurable variables​

Bind every connection field to a configurable variable rather than entering a literal value.

  • Config : The connection settings record, including the OAuth2 client credentials grant used to authenticate with Microsoft Dynamics 365 Finance. Enter the expression {auth: {tokenUrl, clientId, clientSecret, scopes}}.
  • Service Url : The base address of the target Microsoft Dynamics 365 Finance and Operations environment. Use the OData root, for example https://<your-org>.operations.dynamics.com/data.

Microsoft Dynamics 365 Finance Ledger 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 Ledger 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 application (client) identifier from the Azure Active Directory app registration.
  • clientSecret (string) : The client secret generated for the Azure Active Directory 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 base address of the target Microsoft Dynamics 365 Finance and Operations environment.

Configuring the Microsoft Dynamics 365 Finance Ledger List Ledger Journal Headers 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 Ledger Journal Headers operation​

  1. Select the + icon on the automation flow to add a step.
  2. Expand ledgerClient to display its operations.

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

  1. Select List Ledger Journal Headers. This operation has no required values beyond the generated result variable.
  • Result : Name of the variable that stores the returned collection of ledger journal headers.

Microsoft Dynamics 365 Finance Ledger List Ledger Journal Headers operation with all values entered before saving

  1. Select Save.

Step 8: Log the List Ledger Journal Headers result​

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

Completed Microsoft Dynamics 365 Finance Ledger 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.