Example

What you'll build

This integration retrieves tax code records from a Microsoft Dynamics 365 Finance environment using the Microsoft Dynamics 365 Finance Tax connector. The flow calls the List Tax Codes operation and logs the result as a JSON string.

Operations used:

• List Tax Codes : Lists tax codes used to calculate sales tax, VAT, and GST amounts

Architecture

Prerequisites

• A Microsoft Dynamics 365 Finance & Operations environment with the Tax 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 Tax 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 Tax connector

Step 1: Open the connector palette

Select Add Connection in the Connections section.

Step 2: Select the Microsoft Dynamics 365 Finance Tax connector

1. Enter microsoft.dynamics365.finance.tax in the search field.
2. Select the Tax connector card.

Configuring the Microsoft Dynamics 365 Finance Tax 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 taxClient

Step 4: Save the connection

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

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 Tax List Tax Codes 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 Tax Codes operation

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

3. Select List Tax Codes. This operation has no required parameters; the result is stored in the taxTaxcodescollection variable (tax:TaxCodesCollection).

4. Select Save.

Step 8: Log the List Tax Codes result

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

Try it yourself

Try this sample in WSO2 Integration Platform.

View source on GitHub

More code examples

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