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Example

What you'll build​

Build an integration that connects to Microsoft Dynamics 365 Finance Workflow and lists the workflow definitions configured in a Microsoft Dynamics 365 Finance and Operations environment. The integration authenticates with OAuth2 client credentials, retrieves the workflow collection, and logs the result for inspection.

Operations used:

  • List Workflows : Lists the workflow definitions configured in the Microsoft Dynamics 365 Finance and Operations environment.

Architecture​

Prerequisites​

  • A Microsoft Entra ID app registration with a client ID and a client secret configured for the OAuth2 client credentials grant

  • The OAuth2 token endpoint URL for your Microsoft Entra ID tenant

  • The service URL of your Microsoft 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 Workflow 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 Workflow connector​

Step 1: Open the connector palette​

Select Add Connection in the Connections section.

Microsoft Dynamics 365 Finance Workflow connector palette open before selection

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

  1. Enter microsoft.dynamics365.finance.workflow in the search field.
  2. Select the Microsoft Dynamics 365 Finance Workflow connector card.

Configuring the Microsoft Dynamics 365 Finance Workflow connection​

Step 3: Bind the connection parameters to configurable variables​

  1. Open the Config field's helper panel, select the Configurables tab, and create three string configurable variables named tokenUrl, clientId, and clientSecret.
  2. Switch Config from Record to Expression mode and enter an expression that references the three configurable variables under an auth record.
  3. Open the Service Url field's helper panel, select the Configurables tab, and create a string configurable variable named serviceUrl.
  • Config : The authentication settings used to connect to Microsoft Dynamics 365 Finance Workflow. Enter the expression {auth: {tokenUrl, clientId, clientSecret, scopes}}.
  • Service Url : The 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 Workflow connection form with all parameters bound before saving

Step 4: Save the connection​

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

Microsoft Dynamics 365 Finance Workflow 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 your Microsoft Entra ID tenant.
  • clientId (string) : The client ID of your Microsoft Entra ID app registration.
  • clientSecret (string) : The client secret of 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 address of the target Microsoft Dynamics 365 Finance and Operations environment.

Configuring the Microsoft Dynamics 365 Finance Workflow List Workflows 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 Workflows operation​

  1. Select the node panel's + control on the automation canvas.
  2. Expand workflowClient to display its operations.

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

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

Microsoft Dynamics 365 Finance Workflow List Workflows operation before saving

  1. Select Save.

Step 8: Log the List Workflows result​

  1. Select the + control on the connecting line leading to Error Handler.
  2. Select Logging, then select Log Info.
  3. Switch Msg from Text to Expression mode and enter workflowWorkflowscollection.toJsonString() to log the result.
  4. Select Save.

Completed Microsoft Dynamics 365 Finance Workflow integration with the configured List Workflows 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.