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Example

What you'll build​

This example builds an automation that connects to Microsoft Dynamics 365 Finance Vendor and retrieves the full list of vendor master records for a legal entity. The integration authenticates with Microsoft Entra ID using the OAuth2 client credentials grant, lists the vendors, and logs the result as JSON.

Operations used:

  • List Vendors : Reads all vendor master records in the system.

Architecture​

Prerequisites​

  • A Microsoft Dynamics 365 Finance and Operations environment (cloud-hosted or sandbox).

  • A Microsoft Entra ID application registration with API permissions granted for Dynamics 365 Finance and Operations, including a client ID, a client secret, and a token 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 Vendor 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 Vendor connector​

Step 1: Open the connector palette​

Select Add Connection in the Connections section.

Microsoft Dynamics 365 Finance Vendor connector palette open before selection

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

  1. Enter microsoft.dynamics365.finance.vendor in the search field.
  2. Select the Vendor connector card.

Configuring the Microsoft Dynamics 365 Finance Vendor connection​

Step 3: Bind the connection parameters to configurable variables​

Bind the connection parameters to configurable variables before saving the connection.

  1. Open the Config field's record view and select auth, which pulls in the OAuth2 client-credentials grant fields, then also select tokenUrl and scopes.
  2. Switch Config to expression mode and enter {auth: {tokenUrl, clientId, clientSecret, scopes}}, referencing the configurable variables created for those fields.
  3. Open the Service Url field's helper panel, select Configurables, and create a new configurable named serviceUrl.
  • Config : The connection settings, including the OAuth2 client-credentials authentication values.
  • 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 Vendor 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 Vendor 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 Microsoft Entra ID OAuth2 token endpoint for the tenant.
  • clientId (string) : The Microsoft Entra ID application (client) ID.
  • clientSecret (string) : The Microsoft Entra ID application client secret.
  • 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 Vendor List Vendors 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 Vendors operation​

  1. Select the add icon in the automation flow.
  2. Expand vendorClient to display its operations.

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

  1. Select List Vendors. This operation has no required values, so the default settings and the auto-generated vendorVendorscollection result variable are ready to save.

Microsoft Dynamics 365 Finance Vendor List Vendors operation with all values entered before saving

  1. Select Save.

Step 8: Log the List Vendors result​

Add a Log Info action, switch its Msg field to expression mode, and enter vendorVendorscollection.toJsonString() to log the result.

Completed Microsoft Dynamics 365 Finance Vendor 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.