Using Financials in an Automated Workflow
You can use your Financials data as part of a workflow in Microsoft Flow.
You must have a valid account with Financials and with Flow.
To add Financials as a data source in Flow
- In your browser, navigate to flow.microsoft.com, and then sign in.
- Choose My Flows from the ribbon at the top of the page.
- In the My Flows window, choose the Create from blank option.
- From the list of available triggers, select one of the two Financials triggers available: When a record is created, or When a record is modified.
Flow will display a connection page that prompts you for the information that is required to connect to your Financials data. To connect, you must specify a name for the connection, an OData URL, username, password, and company name.
For the OData URL, you can copy the OData V4 URL of any of the web services that are listed in the Web Services page in Financials, such as
For the Company Name, use the name that is shown in the Name field in the Company Information window in Financials. If your Financials contains multiple companies, choose the relevant company name from the list in the Companies window. In both cases, make sure that the name that you specify in the PowerApps wizard matches exactly the text shown in Financials, such as
For the username and password, use the name and web service access key that are specified for your account in the Users window in Financials. For example, your username is ADMIN, and the web service access key that serves as your password is EgzeUFQ9Uv0o5O0lUMyqCzo1ueUW9yRF3SsLU=. For more information, see How to: Manage Users and Permissions.
Choose the Create button at the bottom of the page to continue.
Flow will show a list of tables that are available from Financials. These tables, or end points, represent all the web services that you have published from Financials.
Alternatively, create a new web service URL in Financials by using the Create Data Set action in the Web Services page, using the Set Up Reporting Assisted Setup guide, or by choosing the Edit in Excel action in any lists.
- Choose the data that you want to use for in Flow.
At this point, you have successfully connected to your Dynamics 365 data and are ready to begin building your flow. For more information, see the Flow documentation.