Microsoft Dynamics 365 Finance and Operations (Client Credentials) - Nango Docs

🚀 Quickstart

Connect to Microsoft Dynamics 365 Finance and Operations (Client Credentials) with Nango and see data flow in 2 minutes.

1

Create the integration

In Nango (free signup), go to Integrations -> Configure New Integration -> Microsoft Dynamics 365 Finance and Operations (Client Credentials).

2

Authorize Microsoft Dynamics 365 Finance and Operations (Client Credentials)

Go to Connections -> Add Test Connection -> Authorize, then enter your Tenant ID, Environment URL, Client ID, and Client Secret. Later, you’ll let your users do the same directly from your app.

3

Call the Microsoft Dynamics 365 Finance and Operations API

Let’s make your first request to the Microsoft Dynamics 365 Finance and Operations OData API (list the data entities available in the environment). Replace the placeholders below with your secret key, integration ID, and connection ID:

cURL
Node

curl "https://api.nango.dev/proxy/data" \
  -H "Authorization: Bearer <NANGO-SECRET-KEY>" \
  -H "Provider-Config-Key: <INTEGRATION-ID>" \
  -H "Connection-Id: <CONNECTION-ID>"

Install Nango’s backend SDK with npm i @nangohq/node. Then run:

import { Nango } from '@nangohq/node';

const nango = new Nango({ secretKey: '<NANGO-SECRET-KEY>' });

const res = await nango.get({
    endpoint: '/data',
    providerConfigKey: '<INTEGRATION-ID>',
    connectionId: '<CONNECTION-ID>'
});

console.log(res.data);

Or fetch credentials with the Node SDK or API.✅ You’re connected! Check the Logs tab in Nango to inspect requests.

4

Implement Nango in your app

Follow our Auth implementation guide to integrate Nango in your app.To obtain your own production credentials, follow the connect guide linked below.

📚 Microsoft Dynamics 365 Finance and Operations (Client Credentials) Integration Guides

Nango maintained guides for common use cases.

How do I link my account? Find your Tenant ID, Environment URL, Client ID, and Client Secret to connect Microsoft Dynamics 365 Finance and Operations

Official docs: Service endpoints overview

🧩 Pre-built syncs & actions for Microsoft Dynamics 365 Finance and Operations (Client Credentials)

Enable them in your dashboard. Extend and customize to fit your needs.

Others

Function name	Description	Type	Source code
`create-customer`	Create a customer.	Action	🔗 Github
`create-free-text-invoice`	Create a free text invoice header	Action	🔗 Github
`create-ledger-journal`	Create a general ledger journal header.	Action	🔗 Github
`create-purchase-order`	Create a purchase order header.	Action	🔗 Github
`create-sales-order`	Create a sales order header.	Action	🔗 Github
`create-sales-quotation`	Create a sales quotation header.	Action	🔗 Github
`create-vendor`	Create a vendor.	Action	🔗 Github
`delete-free-text-invoice`	Delete a draft (unposted) free text invoice header.	Action	🔗 Github
`delete-ledger-journal`	Delete a draft (unposted) general ledger journal header	Action	🔗 Github
`delete-sales-quotation`	Delete a draft sales quotation header.	Action	🔗 Github
`get-customer-payment-journal`	Retrieve a customer payment journal header.	Action	🔗 Github
`get-customer`	Retrieve a customer.	Action	🔗 Github
`get-free-text-invoice`	Retrieve a free text invoice header.	Action	🔗 Github
`get-ledger-journal`	Retrieve a general ledger journal header	Action	🔗 Github
`get-purchase-order`	Retrieve a purchase order header.	Action	🔗 Github
`get-released-product`	Retrieve a released product	Action	🔗 Github
`get-sales-order`	Retrieve a sales order header	Action	🔗 Github
`get-sales-quotation`	Retrieve a sales quotation header.	Action	🔗 Github
`get-vendor-payment-journal`	Retrieve a vendor payment journal header.	Action	🔗 Github
`get-vendor`	Retrieve a vendor.	Action	🔗 Github
`list-chart-of-accounts`	List charts of accounts.	Action	🔗 Github
`list-currencies`	List currencies configured for the tenant.	Action	🔗 Github
`list-customer-groups`	List customer groups (used as CustomerGroupId on customers).	Action	🔗 Github
`list-customer-payment-journal-lines`	List customer payment journal lines, optionally scoped to a parent journal.	Action	🔗 Github
`list-customer-payment-journals`	List customer (AR) payment journal headers.	Action	🔗 Github
`list-customer-payment-methods`	List customer payment methods.	Action	🔗 Github
`list-customers`	List customers.	Action	🔗 Github
`list-free-text-invoice-lines`	List free text invoice lines, optionally scoped to a parent invoice.	Action	🔗 Github
`list-free-text-invoices`	List free text (miscellaneous) customer invoice headers.	Action	🔗 Github
`list-ledger-journal-lines`	List general ledger journal lines, optionally scoped to a parent journal.	Action	🔗 Github
`list-ledger-journals`	List general ledger journal headers	Action	🔗 Github
`list-legal-entities`	List legal entities (companies/data areas).	Action	🔗 Github
`list-main-accounts`	List general ledger main accounts.	Action	🔗 Github
`list-payment-terms`	List payment terms.	Action	🔗 Github
`list-purchase-order-lines`	List purchase order lines, optionally scoped to a parent purchase order.	Action	🔗 Github
`list-purchase-orders`	List purchase order headers.	Action	🔗 Github
`list-released-products`	List released products (items).	Action	🔗 Github
`list-sales-order-lines`	List sales order lines, optionally scoped to a parent sales order.	Action	🔗 Github
`list-sales-orders`	List sales order headers	Action	🔗 Github
`list-sales-quotation-lines`	List sales quotation lines, optionally scoped to a parent quotation.	Action	🔗 Github
`list-sales-quotations`	List sales quotation headers	Action	🔗 Github
`list-tax-groups`	List sales tax groups.	Action	🔗 Github
`list-units-of-measure`	List units of measure.	Action	🔗 Github
`list-vendor-groups`	List vendor groups (used as VendorGroupId on vendors).	Action	🔗 Github
`list-vendor-payment-journal-lines`	List vendor payment journal lines, optionally scoped to a parent journal.	Action	🔗 Github
`list-vendor-payment-journals`	List vendor (AP) payment journal headers	Action	🔗 Github
`list-vendors`	List vendors.	Action	🔗 Github
`list-warehouses`	List warehouses.	Action	🔗 Github
`list-workers`	List workers (employees).	Action	🔗 Github
`update-customer`	Update a customer.	Action	🔗 Github
`update-purchase-order`	Update a purchase order header	Action	🔗 Github
`update-sales-order`	Update a sales order header.	Action	🔗 Github
`update-vendor`	Update a vendor.	Action	🔗 Github
`customer-payment-journals`	Sync customer (AR) payment journal headers	Sync	🔗 Github
`customers`	Sync customers.	Sync	🔗 Github
`free-text-invoices`	Sync free text (miscellaneous) customer invoice headers	Sync	🔗 Github
`ledger-journals`	Sync general ledger journal headers	Sync	🔗 Github
`legal-entities`	Sync legal entities (companies/data areas).	Sync	🔗 Github
`main-accounts`	Sync general ledger main accounts.	Sync	🔗 Github
`purchase-order-lines`	Sync purchase order lines.	Sync	🔗 Github
`purchase-orders`	Sync purchase order headers.	Sync	🔗 Github
`released-products`	Sync released products (items) from ReleasedProductsV2.	Sync	🔗 Github
`sales-order-lines`	Sync sales order lines.	Sync	🔗 Github
`sales-orders`	Sync sales order headers	Sync	🔗 Github
`sales-quotations`	Sync sales quotation headers	Sync	🔗 Github
`vendor-payment-journals`	Sync vendor (AP) payment journal headers	Sync	🔗 Github
`vendors`	Sync vendors	Sync	🔗 Github
`warehouses`	Sync warehouses.	Sync	🔗 Github
`workers`	Sync workers (employees)	Sync	🔗 Github

API gotchas

You don’t need to set a scope yourself — Nango generates it from the Environment URL you provide when connecting, and uses that same URL as the API base URL.

Microsoft Dynamics 365 Finance and Operations Microsoft Entra ID

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