Pull from Microsoft Dynamics Finance
Pull from Microsoft Dynamics Finance
Microsoft Dynamics Finance, also called D365 or Finance & Operations, is an enterprise resource planning (ERP) system used to manage financials, supply chain operations, and business performance. Use this step to connect your Parabola flow directly to your Dynamics Finance data and bring in key entities like customers, vendors, journals, and transactions.
Setup
Before using this step, you’ll need:
- A Microsoft Dynamics Finance account.
- Your Dynamics Finance instance URL (for example:
https://<yourtenant>.operations.dynamics.com). This can be any valid URL from your Dynamics instance.
If you’re unsure about these values, ask your Dynamics or IT administrator for help setting this up.
Compatibility and first-time setup
The first time Parabola connects to Dynamics, the Microsoft Dynamics ERP app within your organization’s Microsoft Entra (Azure AD) will be used to establish a connection.
If the connection fails or your organization does not have this app installed, contact your IT administrator to provision it.
Older Microsoft Dynamics Finance accounts that have not migrated to Power Platform may not include this app by default. Newer Dynamics Finance accounts created within Power Platform will already have it installed.
Authentication
When authenticating, provide Parabola with the URL for your Dynamics Finance instance. Then sign in using the Microsoft account that you use to access Dynamics Finance.
The step will inherit the same permissions that your user has within Dynamics Finance.
Configuration
After connecting your account:
- Choose which legal entity you want to pull data from.
- Then choose the data entity you’d like to retrieve.
The names of data entities shown in Parabola may not always match what you see in Dynamics Finance. If you’re unsure which entity to select, you can:
- Reach out to Parabola Support or your IT administrator.
- Use the AI chat sidebar within Parabola — it can help guide you to the correct entity.
When pulling data from an entity for the first time, the step will default to showing 10 rows. This helps the step run quickly as you confirm you’ve selected the right entity.
Once you’ve verified the correct entity, remove or update the row limit, and add any additional filters in the settings to further narrow the data you need.