ballerinax/microsoft.dynamics365.finance.customer Ballerina library

Overview

Microsoft Dynamics 365 Finance is Microsoft's cloud ERP solution for financial management, covering general ledger, accounts receivable and payable, fixed assets, budgeting, cash and bank management, and tax.

The microsoft.dynamics365.finance.customer connector provides access to Microsoft Dynamics 365 Finance Customer entities via the OData REST API.

Key Features

• Manage customer entities in Microsoft Dynamics 365 Finance
• Support for list, create, read, update, and delete operations
• OAuth2 client credentials authentication

Setup guide

Prerequisites

• A Microsoft Dynamics 365 Finance & Operations environment (cloud-hosted or sandbox)
• An Azure Active Directory (Entra ID) app registration with API permissions for Dynamics 365

Step 1: Register an application in Azure AD

1. Sign in to the Azure portal and navigate to Azure Active Directory → App registrations → New registration.

2. Give the application a name, select the appropriate account type, and click Register.

3. Note the Application (client) ID and Directory (tenant) ID from the overview page.

4. Under Certificates & secrets, create a new client secret and note the value immediately — it is only shown once.

Step 2: Grant Dynamics 365 API permissions

1. In the app registration, go to API permissions → Add a permission → APIs my organization uses.

2. Search for Dynamics 365 (or Microsoft Dynamics ERP) and add the user_impersonation (or .default) delegated/application scope.

3. Click Grant admin consent for your tenant.

Step 3: Add the app as a D365 user

1. In your D365 Finance environment, go to System administration → Users → New.

2. Set the User ID and User name, then paste the Azure AD Application (client) ID into the Azure AD application field.

3. Assign appropriate security roles and save.

Quickstart

To use the microsoft.dynamics365.finance.customer connector in your Ballerina application, modify the .bal file as follows:

Step 1: Import the module

import ballerinax/microsoft.dynamics365.finance.customer;

Step 2: Instantiate a new connector

configurable string tenantId = ?;
configurable string clientId = ?;
configurable string clientSecret = ?;
configurable string serviceUrl = ?;   // e.g. "https://<env>.operations.dynamics.com/data"

customer:Client cl = check new ({
    config = {
        auth: {
            tokenUrl: string `https://login.microsoftonline.com/${tenantId}/oauth2/v2.0/token`,
            clientId,
            clientSecret,
            scopes: [string `${serviceUrl}/.default`]
        }
    },
    serviceUrl
);

Step 3: Invoke the connector operation

customer:CustomerGroupsCollection results = check cl->listCustomerGroups();

Step 4: Run the Ballerina application

bal run

Examples

The Dynamics 365 Finance Ballerina connectors provide practical examples illustrating usage in various scenarios. Explore these examples.