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Example

What you'll build​

This example builds an automation that connects to Microsoft Dynamics 365 Finance Trade and retrieves Intrastat declarations used for cross-border movement of goods reporting. The automation runs the operation and logs the result, giving you a working starting point for trade compliance and statutory reporting integrations.

Operations used:

  • List Intrastats : Reads all Intrastat declarations in the system.

Architecture​

Prerequisites​

  • A Microsoft Entra ID app registration with client credentials (client ID and client secret) authorized to call the Dynamics 365 Finance and Operations OData API.

  • The service URL of your Dynamics 365 Finance and Operations 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 Trade 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 Trade connector​

Step 1: Open the connector palette​

Select Add Connection in the Connections section.

Microsoft Dynamics 365 Finance Trade connector palette open before selection

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

  1. Enter microsoft.dynamics365.finance.trade in the search field.
  2. Select the Trade connector card.

Configuring the Microsoft Dynamics 365 Finance Trade connection​

Step 3: Bind the connection parameters to configurable variables​

Bind every required connection field to a configurable variable.

  • Config : The configurations, including the tokenUrl, clientId, and clientSecret used to initialize the connector. Enter the expression {auth: {tokenUrl, clientId, clientSecret, scopes}}.
  • Service Url : URL 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 Trade 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 Trade 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 (configurable string) : The Microsoft Entra ID token endpoint URL used to obtain an access token.
  • clientId (configurable string) : The client ID of the Microsoft Entra ID app registration.
  • clientSecret (configurable string) : The client secret of the 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 (configurable string) : The URL of the target Microsoft Dynamics 365 Finance and Operations environment.

Configuring the Microsoft Dynamics 365 Finance Trade List Intrastats 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 Intrastats operation​

  1. Select the add icon on the automation flow.
  2. Expand tradeClient to display its operations.

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

  1. Select List Intrastats. This operation has no required parameters.

Microsoft Dynamics 365 Finance Trade List Intrastats operation with all values entered before saving

  1. Select Save.

Step 8: Log the List Intrastats result​

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

Completed Microsoft Dynamics 365 Finance Trade 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.