Fin & Ops Apps (Dynamics 365)
Fin & Ops Apps (Dynamics 365) connector provides access to data entities.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC High) - US Department of Defense (DoD) |
| Logic Apps | Standard | All Logic Apps regions except the following: - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC High) - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC High) - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Microsoft |
| URL | https://make.powerautomate.com/en-us/support/ |
| Connector Metadata | |
|---|---|
| Publisher | Microsoft |
| Website | https://dynamics.microsoft.com/finance-and-operations-to-finance-and-scm/ |
| Privacy policy | https://privacy.microsoft.com |
| Categories | Data |
Connector in-depth
For more information about the connector, see the in-depth section.
Creating a connection
The connector supports the following authentication types:
| Oauth | Oauth | All regions | Shareable |
| Service Principal | Provide Microsoft Entra ID credentials using Client Id and Secret | All regions | Shareable |
| Default [DEPRECATED] | This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility. | All regions | Not shareable |
Oauth
Auth ID: Oauth
Applicable: All regions
Oauth
This is shareable connection. If the power app is shared with another user, connection is shared as well. For more information, please see the Connectors overview for canvas apps - Power Apps | Microsoft Docs
Service Principal
Auth ID: ServicePrincipalOauth
Applicable: All regions
Provide Microsoft Entra ID credentials using Client Id and Secret
This is shareable connection. If the power app is shared with another user, connection is shared as well. For more information, please see the Connectors overview for canvas apps - Power Apps | Microsoft Docs
| Name | Type | Description | Required |
|---|---|---|---|
| Client ID | string | Client (or Application) ID of the Microsoft Entra ID application. | True |
| Client Secret | securestring | Client secret of the Microsoft Entra ID application. | True |
| Tenant | string | The tenant ID of for the Microsoft Entra ID application. | True |
| ResourceUri | string | The resource you are requesting authorization to use must include a valid F&O environment URL, such as https://xyz.operations.dynamics.com. Using any other resourceUri may result in a 401 Unauthorized error. | True |
Default [DEPRECATED]
Applicable: All regions
This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Actions
| Create record |
Create a new record in an entity |
| Delete record |
Deletes a single record in an entity |
| Dynamics 365 ERP MCP (Preview) |
Provides Remote MCP Server access to Finance and Operations |
| Execute action |
Execute action |
| Get a record |
Retrieves a single record |
| Get list of entities |
Retrieves a list of entities |
| Lists items present in table |
Lists items present in table |
| Update a record |
Updates a single record in an entity |
Create record
Create a new record in an entity
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance
|
dataset | True | string |
The Dynamics 365 for Fin & Ops instance |
|
Entity name
|
table | True | string |
Entity name |
|
Object
|
item | True | dynamic |
Object to create |
Returns
Delete record
Deletes a single record in an entity
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance
|
dataset | True | string |
The Dynamics 365 for Fin & Ops instance |
|
Entity name
|
table | True | string |
Entity name |
|
Object id
|
id | True | string |
Unique identifier of the object to delete |
Dynamics 365 ERP MCP (Preview)
Provides Remote MCP Server access to Finance and Operations
Execute action
Execute action
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance
|
dataset | True | string |
The Dynamics 365 for Fin & Ops instance |
|
Action
|
procedure | True | string |
Name of action |
|
Parameters
|
parameters | True | dynamic |
Input parameters to the action |
Returns
Get a record
Retrieves a single record
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance
|
dataset | True | string |
The Dynamics 365 for Fin & Ops instance |
|
Entity name
|
table | True | string |
Entity name |
|
Object id
|
id | True | string |
Unique identifier of the object to retrieve |
Returns
Get list of entities
Retrieves a list of entities
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance
|
dataset | True | string |
The Dynamics 365 for Fin & Ops instance |
Returns
Represents a list of tables.
- Body
- TablesList
Lists items present in table
Lists items present in table
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance
|
dataset | True | string |
The Dynamics 365 for Fin & Ops instance |
|
Entity name
|
table | True | string |
Entity name |
|
Aggregation transformation
|
$apply | string |
A sequence of OData aggregation transformations |
|
|
Filter Query
|
$filter | string |
An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123). |
|
|
Order By
|
$orderby | string |
An ODATA orderBy query for specifying the order of entries. |
|
|
Top Count
|
$top | integer |
Total number of entries to retrieve (default = all). |
|
|
Skip Count
|
$skip | integer |
The number of entries to skip (default = 0). |
|
|
Select Query
|
$select | string |
Specific fields to retrieve from entries (default = all). |
|
|
Cross Company
|
cross-company | boolean |
Query across companies (default = no). |
Returns
Update a record
Updates a single record in an entity
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance
|
dataset | True | string |
The Dynamics 365 for Fin & Ops instance |
|
Entity name
|
table | True | string |
Entity name |
|
Object id
|
id | True | string |
Unique identifier of the object to update |
|
Object
|
item | True | dynamic |
Object with changed properties |
Returns
Triggers
| When a Business Event occurs |
Triggers a flow when a Business Event occurs in Dynamics 365. |
When a Business Event occurs
Triggers a flow when a Business Event occurs in Dynamics 365.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance
|
dataset | True | string |
Select an Environment. |
|
Category
|
businesseventcategory | True | string |
Business event category. |
|
Business event
|
businessevent | True | string |
Name of the business event. |
|
Legal entity
|
legalEntity | string |
Name of the legal entity. |
Returns
- response
- object
Definitions
Table
Represents a table.
| Name | Path | Type | Description |
|---|---|---|---|
|
Name
|
Name | string |
The name of the table. The name is used at runtime. |
|
DisplayName
|
DisplayName | string |
The display name of the table. |
|
DynamicProperties
|
DynamicProperties | object |
Additional table properties provided by the connector to the clients. |
TablesList
Represents a list of tables.
| Name | Path | Type | Description |
|---|---|---|---|
|
value
|
value | array of Table |
List of Tables |
object
This is the type 'object'.