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Microsoft Dynamics 365 Finance and Operations modules

Last update: Wed Nov 27 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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In an Adobe Workfront Fusion scenario, you can automate workflows that use Microsoft Dynamics 365, as well as connect it to multiple third-party applications and services.

NOTE
The Microsoft Dynamics 365 Finance and Operations connector does not support Dynamics 365.
For Microsoft Dynamics 365 modules, see Microsoft Dynamics 365 modules.

If you need instructions on creating a scenario, see Create a scenario in Adobe Workfront Fusion.

For information about modules, see Modules in Adobe Workfront Fusion.

Create a connection

To create a connection for your Microsoft Dynamics 365 Finance and Operations modules:

  1. In any Microsoft Dynamics 365 Finance and Operations module, click Add next to the Connection box.

  2. Fill in the following fields:

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    Connection type Select whether you are creating a standard Dynamics Finance and Operations connection, or a connection using an authorization code.
    Connection name Enter a name for this connection.
    Client ID Enter your Dynamics Finance and Operations Client ID.
    Client Secret Enter your Dynamics Finance and Operations Client Secret.
    Tenant ID Enter your Dynamics Finance and Operations Tenant ID.
    Resource Enter the URL of your Dynamics Finance and Operations account (without https://)

  3. Click Continue to save the connection and return to the module.

Microsoft Dynamics 365 Finance and Operations modules and their fields

IMPORTANT
The data entities available through the Dynamics 365 F&O API can vary by instance. If you are not sure what entities are available through the API, it’s useful to look through the entities in your instance using the “data” endpoint. The “data” endpoint in Dynamics 365 Finance and Operations is the root URL for accessing OData services. This endpoint allows you to interact with various data entities exposed by the system using standard OData protocols.
You can retrieve these entities using the custom API call module.

Create entity item

This action module creates a new entity item in Microsoft Dynamics 365 Finance and Operations.

Connection
For instructions about connecting Microsoft Dynamics 365 Finance and Operations to Workfront Fusion, see Create a connection in this article.
Entity
Enter or map the Dynamics Finance and Operations entity type that you want to create.
Body
Enter or map a JSON body that contains the data that you want to include in the new entity item.

Delete entity item

This action module deletes an entity item from Dynamics Finance and Operations. The item is identified by its Primary key fields.

Connection
For instructions about connecting Microsoft Dynamics 365 Finance and Operations to Workfront Fusion, see Create a connection in this article.
Entity
Enter or map the Dynamics Finance and Operations entity type that you want to delete.
Primary key fields
The Primary key fields identify the item. For each primary key field that you want to provide, click Add item and enter or map the unique key and value that identify that item.

Make a custom API call

This action module makes a custom call to the Dynamics Finance and Operations API.

Connection
For instructions about connecting Microsoft Dynamics 365 Finance and Operations to Workfront Fusion, see Create a connection in this article.
URL
Enter a path relative to your Dynamics Finance and Operations URL.
Method
Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in Adobe Workfront Fusion.
Headers

Add the headers of the request in the form of a standard JSON object. This determines the content type of the request.

For example, {"Content-type":"application/json"}

Note: If you're getting errors and it's difficult to determine their origin, consider modifying headers based on the Workfront documentation. If your Custom API Call returns a 422 HTTP Request Error, try using a "Content-Type":"text/plain" header.

Query string

Add the query for the API call in the form of a standard JSON object.

For example: {"name":"something-urgent"}

Tip: We recommend that you send information through the JSON body rather than as query parameters.

Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

Read entity item

This action module returns data from an entity item. The item is identified by its Primary key fields.

Connection
For instructions about connecting Microsoft Dynamics 365 Finance and Operations to Workfront Fusion, see Create a connection in this article.
Entity
Enter or map the Dynamics Finance and Operations entity type that you want to read.
Primary key fields
The Primary key fields identify the item. For each primary key field that you want to provide, click Add item and enter or map the unique key and value that identify that item.

Update entity item

Connection
For instructions about connecting Microsoft Dynamics 365 Finance and Operations to Workfront Fusion, see Create a connection in this article.
Entity
Enter or map the Dynamics Finance and Operations entity type that you want to update.
Primary key fields
The Primary key fields identify the item. For each primary key field that you want to provide, click Add item and enter or map the unique key and value that identify that item.
Body
Enter or map a JSON body that contains the data that you want to include in the new entity item.

This search module returns results based on criteria you specify.

Connection
For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Entity
Enter or map the Dynamics Finance and Operations entity type that you want to search.
Search criteria
Enter the field that you want to search by, the operator you want to use in your query, and the value that you are searching for in the field.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.
Sort by
Enter or map the field that you want to sort the results by.
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