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Use Anypoint Studio to Configure Microsoft Dynamics 365 for Finance and Operations Connector 3.0 - Mule 4

Anypoint Studio (Studio) editors help you design and update your Mule applications, properties, and configuration files.

To add and configure a connector in Studio:

If you are new to configuring connectors in Studio, see Use Studio to Configure a Connector. If, after reading this topic, you need additional information about the connector fields, see Microsoft Dynamics 365 for Finance and Operations Reference.

Create a Mule Project

In Studio, create a new Mule project in which to add and configure the connector:

  1. In Studio, select File > New > Mule Project.

  2. Enter a name for your Mule project and click Finish.

Add the Connector to Your Mule Project

Add Anypoint Connector for Microsoft Dynamics 365 for Finance and Operations (Microsoft Dynamics 365 for Operations Connector) to your Mule project to automatically populate the XML code with the connector’s namespace and schema location and add the required dependencies to the project’s pom.xml file:

  1. In the Mule Palette view, click (X) Search in Exchange.

  2. In Add Dependencies to Project, type dynamics finance in the search field.

  3. Click the connector name in Available modules.

  4. Click Add.

  5. Click Finish.

Adding a connector to a Mule project in Studio does not make that connector available to other projects in your Studio workspace.

Configure a Source

A source initiates a flow when a specified condition is met. You can configure one of these sources to use with Microsoft Dynamics 365 for Operations Connector:

  • HTTP Listener
    Initiates a flow each time it receives a request on the configured host and port

  • Scheduler+ Initiates a flow when a time-based condition is met

For example, to configure HTTP Listener, follow these steps:

  1. In the Mule Palette view, select HTTP > Listener.

  2. Drag Listener to the Studio canvas.

  3. On the Listener configuration screen, optionally change the value of the Display Name field.

  4. Specify a value for the Path field.

  5. Click the plus sign (+) next to the Connector configuration field to configure a global element that can be used by all instances of the HTTP Listener in the app.

  6. On the General tab, specify connection information.

  7. On the TLS tab, optionally specify TLS information.

  8. On the Advanced tab, optionally specify reconnection information, including a reconnection strategy.

  9. Click Test Connection to confirm that Mule can connect with the specific server.

  10. Click OK.

Add a Connector Operation to the Flow

When you add a connector operation to your flow, you immediately define a specific operation for that connector to perform.

To add an operation for Microsoft Dynamics 365 for Operations Connector, follow these steps:

  1. In the Mule Palette view, select Dynamics 365 for Operations and then select the desired operation.

  2. Drag the operation onto the Studio canvas and to the right of the input source.

Configure a Global Element for the Connector

When you configure a connector, it’s best to configure a global element that all instances of that connector in the app can use. Configuring a global element requires you to provide the authentication credentials the connector uses to access the target Microsoft Dynamics 365 system. Microsoft Dynamics 365 for Operations Connector supports OAuth 2.0 authentication.

To configure the global element for Microsoft Dynamics 365 for Operations Connector, follow these steps:

  1. Select the name of the connector in the Studio canvas.

  2. In the configuration screen for the operation, click the plus sign (+) next to the Connector configuration field to access the global element configuration fields.

  3. On the General tab, in Connection, select the authentication method to configure:

    • OAuth Client Credentials

    • OAuth 2.0

      You can reference a configuration file that contains ANT-style property placeholders (recommended), or you can enter your authorization credentials in the global configuration properties. For information about the benefits of using property placeholders and how to configure them, see Anypoint Connector Configuration.

  4. On the Advanced tab, optionally specify reconnection information, including a reconnection strategy.

  5. Click Test Connection to confirm that Mule can connect with the specified server.

  6. Click OK.

OAuth Client Credentials

Enter the following required information on the General tab of the Global Element Properties screen to configure OAuth Client Credentials authentication:

Field Description

Resource

App ID URI of the web API

Client Id

OAuth client ID as registered with the service provider

Client Secret

OAuth client secret as registered with the service provider

OAuth 2.0

Enter the following information on the General tab of the Global Element Properties screen to configure OAuth 2.0 authentication:

Field Description

Resource

The OAuth endpoint URL.

Consumer Key

The app ID assigned to your app when you registered it with Azure Active Directory. You can find this in the Azure Portal (portal.azure.com). Click Active Directory, click the directory, choose the app, and click Configure.

Consumer Secret

The secret that you created in the app registration portal for your app. Do not use this in a native app because client secrets cannot be reliably stored on devices. The client secret is required for web apps and web APIs, which have the ability to store the client secret securely on the server side. You can find this in the Azure Portal (portal.azure.com). A client secret is a numerical value known only to your app and the Azure server, which enables access for your app.

Authorization URL

Tenant-specific OAuth2.0 endpoint in the format: https://login.microsoftonline.com/{tenant}/oauth2/authorize (follow instructions presented in the previous link for specific information on how to obtain the endpoint).

Access token URL

Tenant-specific endpoint for requesting the access token in the format: https://login.microsoftonline.com/{tenant}/oauth2/token (follow instructions presented in the previous link for specific information on how to obtain the endpoint).

Listener config

Name of the HTTP Listener instance created in the Anypoint Studio flow.

Callback path

The URL to which authentication responses can be sent and received by your app.

Authorize path

The URL that triggers the OAuth mechanism.

External callback URL

Required only if the callback URL is not accessible directly, for example, when using proxies. The callback path uses this format: http://localhost:8081/callback

+ image::microsoft-365-ops-as-oauth2.png[Microsoft Dynamics for Finance and Operations Connector OAuth 2.0 configuration fields]