Purpose

Microsoft cloud ERP/CRM: Business Central, Finance and Operations or Dataverse (Sales, Customer Service). Access uses a Microsoft Entra ID application with permissions for the required entities.

Connection fields

FieldRule and default valueExplanation
Product
product		As configured
Default: dataverse		business_central — Dynamics 365 Business Central
finance — Dynamics 365 Finance and Operations
dataverse — Dataverse (Sales, Customer Service, Field Service)
OData service address
service_url		RequiredBusiness Central: https://api.businesscentral.dynamics.com/v2.0/{tenant}/{environment}/api/v2.0/companies({company ID}); Finance and Operations: https://{organization}.operations.dynamics.com/data; Dataverse: https://{organization}.crm.dynamics.com/api/data/v9.2.
Tenant ID (Microsoft Entra ID directory)
tenant_id		RequiredSet the value according to your service configuration.
Application Client ID
client_id		RequiredSet the value according to your service configuration.
Application client secret
secret		Separate protected fieldThe secret is not displayed after saving. An empty field in an existing connection preserves its current secret.

Setup and validation

  1. Create a connection and give it a clear name.
  2. Complete required fields and the separate secret field.
  3. Run “Test” and read the diagnostics.
  4. Save the connection and select it in the appropriate flow block.

A successful test does not replace checking access to the required object and specific write mode.

Use in a flow

Server and account settings are stored in the connection. The specific object, fields and flow behavior are defined in the block. Go to data-handling rules →