Dynamics 365 Finance and Operations connection

Introduction

A Dynamics 365 Finance and Operations connection, created using the Dynamics 365 Finance and Operations connector, establishes access to Dynamics 365 Finance and Operations. These activities, once configured, interact with Dynamics 365 Finance and Operations through the connection.

Create or edit a Dynamics 365 Finance and Operations connection

A new Dynamics 365 Finance and Operations connection is created using the Dynamics 365 Finance and Operations connector from one of these locations:

• The design component palette's Project endpoints and connectors tab (see Design component palette).
• The Global Connections page (see Create a global endpoint in Global Connections).

An existing Dynamics 365 Finance and Operations connection can be edited from these locations:

• The design component palette's Project endpoints and connectors tab (see Design component palette).
• The project pane's Components tab (see Component actions menu in Project pane Components tab).
• The Global Connections page (see Edit a global endpoint in Global Connections).

Configure a Dynamics 365 Finance and Operations connection

Each user interface element of the Dynamics 365 Finance and Operations connection configuration screen is described below.

• Connection Name: Enter a name to use to identify the connection. The name must be unique for each Dynamics 365 Finance and Operations connection and must not contain forward slashes (/) or colons (:). This name is also used to identify the Dynamics 365 Finance and Operations endpoint, which refers to both a specific connection and its activities.

• Authentication: When selected (default), shows additional settings. For documentation, see Establishing a connection and Additional configurations properties:

  • Auth Scheme: Select the authorization scheme, one of:

    • AzureAD

    • AzureMSI

    • AzureServicePrincipal

  • Organization URL: Enter the organization URL.

  • Edition: Select the edition, one of:

    • Online

    • OnPremise

  • ADFS Server: Enter the ADFS server.

• Azure Authentication: When selected, shows additional settings. For documentation, see Establishing a connection and Additional configurations properties:

  • Azure Tenant: Enter the Azure tenant.

  • Azure Environment: Select the Azure environment, one of:

    • GLOBAL

    • CHINA

    • GERMANY

    • USGOVT

• OAuth: When selected, shows additional settings. For documentation, see Establishing a connection and Additional configurations properties:

  • Initiate OAuth: Select the OAuth setting, one of:

    • OFF

    • GETANDREFRESH

    • REFRESH

  • OAuth Client Id: Enter the OAuth client ID.

  • OAuth Client Secret: Enter the OAuth client secret.

  • OAuth Access Token: Enter the OAuth access token.

  • Callback URL: Enter the callback URL.

  • OAuth Grant Type: Select the OAuth grant type, one of:

    • CODE

    • CLIENT

    • PASSWORD

  • OAuth Verifier: Enter the OAuth verifier.

  • OAuth Refresh Token: Enter the OAuth refresh token.

  • OAuth Expires In: Enter the time in seconds that the OAuth token expires in.

  • OAuth Token Timestamp: Enter the OAuth token timestamp.

• SSL: When selected, shows additional settings. For documentation, see Establishing a connection and Additional configurations properties:

  • SSL Server Cert: Enter the SSL server certificate.

• Use Proxy Settings: Select to use private agent proxy settings.

• Advanced Configurations: When selected, shows the Advanced Configurations Properties table, which is used to add additional configuration properties as key-value pairs.

  • Add: Adds a row to the table. Enter a key-value pair for each property.
  • Submit: Saves the key-value pair to the table. Visible when hovering on a row in edit mode.
  • Discard: Discards a new row or any edits made to an existing row. Visible when hovering on a row in edit mode.
  • Edit: Allows you to edit an existing key-value pair. Visible when hovering on an existing row.
  • Delete: Deletes the row from the table. Visible when hovering on an existing row.
  • Clear All: Deletes all rows from the table.

  Important

  Fields in the Advanced Configurations table display the variable icon only in edit mode. For these fields' variable values to be populated at runtime, the agent version must be at least 10.75 / 11.13.

• Test: Click to verify the connection using the specified configuration. When the connection is tested, the latest version of the connector is downloaded by the agent(s) in the agent group associated with the current environment. This connector supports suspending the download of the latest connector version by using the Disable Auto Connector Update organization policy.

• Save Changes: Click to save and close the connection configuration.

• Discard Changes: After making changes to a new or existing configuration, click to close the configuration without saving. A message asks you to confirm that you want to discard changes.

• Delete: After opening an existing connection configuration, click to permanently delete the connection from the project and close the configuration (see Component dependencies, deletion, and removal). A message asks you to confirm that you want to delete the connection.

Configure OAuth connections

This connector supports a connection using OAuth by using specific configuration properties. After selecting an auth scheme that includes Initiate OAuth, you will be able to specify the configuration in the fields that are displayed.

For this connector, two scenarios are supported. In either scenario, you will need to use a third-party tool (such as Postman or a similar tool) to obtain the required access token or tokens from the endpoint involved. Both of these scenarios work only for single-agent groups. These are agent groups that consist of a single agent.

• Scenario 1: Using an OAuth access token that expires after a set period of time.

  With this configuration, you supply an OAuth access token that lasts for a set period of time, as determined by the particular endpoint. The connector will use the token to make the connection. The connection, however, will no longer work once the access token expires. You would configure the connector to use the token by setting these properties:

  Configuration Property	Value
  Initiate OAuth	OFF
  OAuth Access Token	Set to the value of the OAuth access token obtained from the endpoint

• Scenario 2: Using an OAuth access token combined with an OAuth refresh token to enable automatic refresh of access.

  With this configuration, the connector will use a refresh token to obtain a new access token once the current access token has expired. This is generally the best method of configuring OAuth.

  You supply an OAuth access token and an OAuth refresh token, as determined by the particular endpoint. You would configure the connector to use these tokens by setting these properties:

  Configuration Property	Value
  Initiate OAuth	REFRESH
  OAuth Access Token	Set to the value of the OAuth access token obtained from the endpoint
  OAuth Refresh Token	Set to the value of the OAuth refresh token obtained from the endpoint

Next steps

After a Dynamics 365 Finance and Operations connector connection has been created, you place an activity type on the design canvas to create activity instances to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Menu actions for a connection and its activity types are accessible from the project pane and design component palette. For details, see Actions menus in Connector basics.

These activity types are available:

• Query: Retrieves records from a table at Dynamics 365 Finance and Operations and is intended to be used as a source in an operation.

• Create: Inserts a record into a table at Dynamics 365 Finance and Operations and is intended to be used as a target in an operation.

• Update: Updates a record in a table at Dynamics 365 Finance and Operations and is intended to be used as a target in an operation.

• Delete: Deletes a record from a table at Dynamics 365 Finance and Operations and is intended to be used as a target in an operation.

• Execute: Executes a procedure at Dynamics 365 Finance and Operations and is intended to be used as a target in an operation.