Implemented

ERP & business operations

Dynamics 365 Finance

Read and write Dynamics 365 Finance customers, vendors, sales and purchase orders with lines, pending vendor invoices and unposted journals; read products, invoices and accounts.

Synchronise master data, orders and AP or GL drafts between Dynamics 365 Finance and CRM, commerce, procurement and banking systems through OData data entities.

Build a flow with Dynamics 365 Finance Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

customer groups

List customer groups
Source
Customer groups in the configured legal entity.
customer_groups.list

customers

Create customer
Destination
Provider duplicate protection
Approval before production
Creates a customer (organization or person) with a primary address and contact details.
customers.create
Get customer
Source
One customer by its entity key.
customers.get
List customers
Source
Customers in the configured legal entity.
customers.list
Update customer
Destination
Provider duplicate protection
Approval before production
Updates supplied customer fields with PATCH.
customers.update

journal lines

Create general journal line
Destination
Not retried automatically
Approval before production
Adds a line to an unposted general journal.
journal_lines.create
List general journal lines
Source
General journal lines in the configured legal entity.
journal_lines.list

journals

Create general journal
Destination
Not retried automatically
Approval before production
Creates an unposted general journal (draft). Lines are added with Create journal line; posting stays in Finance.
journals.create
Get general journal
Source
One general journal by its entity key.
journals.get
List general journals
Source
General journals in the configured legal entity.
journals.list

main accounts

List main accounts
Source
Main accounts.
main_accounts.list

purchase order lines

Create purchase order line
Destination
Not retried automatically
Approval before production
Adds a line to a draft purchase order, for a stocked item or a procurement category.
purchase_order_lines.create
List purchase order lines
Source
Purchase order lines in the configured legal entity.
purchase_order_lines.list

purchase orders

Create purchase order
Destination
Not retried automatically
Approval before production
Creates a purchase order header in draft approval status; add lines with Create purchase order line.
purchase_orders.create
Get purchase order
Source
One purchase order by its entity key.
purchase_orders.get
List purchase order headers
Source
Purchase order headers in the configured legal entity.
purchase_orders.list
Update purchase order
Destination
Provider duplicate protection
Approval before production
Updates header fields of a draft purchase order with PATCH.
purchase_orders.update

released products

Get released product
Source
One released product by its entity key.
released_products.get
List released products
Source
Released products in the configured legal entity.
released_products.list
Update released product
Destination
Provider duplicate protection
Approval before production
Updates prices, units, search name and primary vendor of a released product.
released_products.update

sales invoices

List posted sales invoices
Source
Posted sales invoices in the configured legal entity.
sales_invoices.list

sales order lines

Create sales order line
Destination
Not retried automatically
Approval before production
Adds a line to an existing sales order header.
sales_order_lines.create
List sales order lines
Source
Sales order lines in the configured legal entity.
sales_order_lines.list

sales orders

Create sales order
Destination
Not retried automatically
Approval before production
Creates a sales order header; add lines with Create sales order line. Leave the number empty to use the number sequence.
sales_orders.create
Get sales order
Source
One sales order by its entity key.
sales_orders.get
List sales order headers
Source
Sales order headers in the configured legal entity.
sales_orders.list
Update sales order
Destination
Provider duplicate protection
Approval before production
Updates header fields of an open sales order with PATCH.
sales_orders.update

vendor invoice lines

Create pending vendor invoice line
Destination
Not retried automatically
Approval before production
Adds a line to a pending vendor invoice, matched to a purchase order line or coded to a category.
vendor_invoice_lines.create
List pending vendor invoice lines
Source
Pending vendor invoice lines in the configured legal entity.
vendor_invoice_lines.list

vendor invoices

Create pending vendor invoice
Destination
Not retried automatically
Approval before production
Creates a pending (unposted) vendor invoice header; add lines with Create vendor invoice line. Posting stays in Finance.
vendor_invoices.create
Get pending vendor invoice
Source
One pending vendor invoice by its entity key.
vendor_invoices.get
List pending vendor invoices
Source
Pending vendor invoices in the configured legal entity.
vendor_invoices.list
Update pending vendor invoice
Destination
Provider duplicate protection
Approval before production
Updates a pending vendor invoice header before it is posted.
vendor_invoices.update

vendors

Create vendor
Destination
Provider duplicate protection
Approval before production
Creates a vendor with a primary address and contact details.
vendors.create
Get vendor
Source
One vendor by its entity key.
vendors.get
List vendors
Source
Vendors in the configured legal entity.
vendors.list
Update vendor
Destination
Provider duplicate protection
Approval before production
Updates supplied vendor fields with PATCH.
vendors.update

warehouses

List warehouses
Source
Warehouses in the configured legal entity.
warehouses.list

Authentication

Microsoft Entra application (client credentials)

Plans and access

Dynamics 365 Finance or Supply Chain Management (cloud). The Microsoft Entra application must be registered in Finance under System administration > Setup > Microsoft Entra applications. Calls run as the Finance user mapped to the Entra application and follow that user's security roles.

Test environment

Use a Tier 2 sandbox (*.sandbox.operations.dynamics.com) with the same app registration.

Rate limits

Priority-based throttling returns HTTP 429 with Retry-After when the environment is under load; Nexra waits and retries reads.

Pagination

Prefer: odata.maxpagesize (up to 1,000 here; server maximum 10,000) with @odata.nextLink.

Provider events

Business events and data events (to Azure Service Bus, Event Grid or Power Automate) are configured in Finance. Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Reads are scoped to the configured legal entity with cross-company=true and a dataAreaId filter; main accounts are shared.
Documents are written as drafts only: sales and purchase orders are left unconfirmed, vendor invoices stay pending and general journals stay unposted. Confirming, posting, invoicing, settling and workflow submission are excluded.
Data entities do not expose a modified timestamp, so list operations have no incremental filter; use change tracking or data events for change capture.
Released products are updated, not created; creating products needs the Released product creation V2 entity, which this adapter does not use.
Deletes are not implemented.
The MainAccounts and SalesInvoiceHeadersV2 collection names are taken from their entity public names and are not listed on a Microsoft Learn entity page; confirm them in /data/$metadata.
Ledger account display values require the ledger dimension format configured under Financial dimension configuration for integrating applications.

Developer reference

Create the Microsoft credentials described above with the narrowest permissions your flows need.
In Nexra, open Connect, then Connections, then New connection, choose Dynamics 365 Finance, enter its settings and credentials, and tick only the write actions you need. Connection guide
Test the connection, then use its actions as flow sources and destinations. Flow guide

Microsoft docsAPI reference Microsoft docsAuthentication Microsoft docsRate limits

Machine-readable detail: GET /api/public/connect/connectors/dynamics-365-finance and the Connections API.