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D365 Finance Operations Resource (Magic xpi 4.14)

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Created BySalesforce Service User
Approval Process StatusPublished
Objective
Description

D365 Finance Operations Resource (Magic xpi 4.14)

D365 Finance Operations resources contain the following parameters (the parameters in bold are mandatory):

Parameter

Description

Local Agent

To make the resource work as a part of Local Agent, make this value True.

The default value is False.

LA Name

The name of Local Agent, the step based on this resource, is going to invoke.

This parameter will be available only when the value of Local Agent is set to True.

Server URL

Enter the D365 Finance Operations server URL or click (ellipsis button) to open the Environment Variable List. Here, the user can select an environment variable to use as a server URL.

Resource Hint

To use the Dynamics 365 Customer Engagement (CE) service, enter the CE version in the syntax as CE_<API Version>.

For example, for CE version 8.2 keep the value as CE_8.2

By default, the value is blank, which indicates Dynamics 365 Finance Operations option is selected.

Security

Security type is used based on what type of security server has implemented.

The supported security type is OAuth2.

Access Token URL

The Access Token endpoint is used by the application in order to get an Access Token or a Refresh Token.

Enter the Access Token URL or click (ellipsis button) to open the Environment Variable List. Here, the user can select an environment variable to use as an Access Token URL.

Client ID

The ID of the application that asks for authorization. Client ID and Client secret are generated at the time of client registration process at the Authorization server.

Enter the Client ID or click (ellipsis button) to open the Environment Variable List. Here, the user can select an environment variable to use as a Client ID.

Client Secret

The secret string provided for the Client Id during the Authorization process.

Enter the Client Secret or click (ellipsis button) to open the Environment Variable List. Here, the user can select an environment variable to use as a Client Secret.

For this field, use the Secret Value and not the Secret ID generated on the Azure portal.

On the Azure portal under Certificates & secrets, the Client Secret value can be generated. Copy this value as you won't be able to retrieve the value later.

Cross Company

By default, the D365 Finance Operations API returns only the data that belongs to the user's default company. To fetch the data for all the companies that the user has access, set the value to True.

The default value is False.

HTTP Timeout

Enter the value for HTTP Request Timeout. The value provided in this resource will take precedence over the value of HTTPTimeout in the [MAGIC_ENV] section of the Magic.ini file.

If the value provided is empty or less than or equal to 0 or less, then the request will wait till the server responds.

The value is in milliseconds.

Use Proxy

Select the as Yes from the drop-down menu to use the D365 Finance Operations connector with the proxy server.

Proxy Address

Enter the address for the proxy server. Alternatively, click (ellipsis button) to open the Environment Variable List. Here, you can select an environment variable for the proxy address.

Username

Enter the username to authenticate with the proxy server. Alternatively, click (ellipsis button) to open the Environment Variable List. Here, you can select an environment variable for the username.

Password

Enter the password to authenticate with the proxy server. Alternatively, click (ellipsis button) to open the Environment Variable List. Here, you can select an environment variable for the password.

D365 Finance Operations resources also give you the following buttons:

Button

Description

Validate

Click this button to verify that the connection to the D365 Finance Operations server is valid. You will receive a message indicating that the connection is established, or an error message if the connection failed.

Prior to validating the connection, you need to retrieve the metadata.

Get Metadata

Click this button to retrieve the D365 Finance Operations service's metadata.

Entities

Click this button to open the Entity List. Here, you select the required D365 Finance Operations entities. The selected entites will be available on the Step configured using this resource.

Prior to selecting the entities, you need to retrieve the metadata by clicking the Get Metadata button (above).

Since version: 4.13.2

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