ERP Integration: Dynamics 365 Finance & Operations
Microsoft Dynamics 365 Finance & Operations (F&O) is Microsoft’s enterprise ERP, designed for large organizations. The integration uses the native OData APIs of D365 F&O, accessed via OAuth 2.0 authentication with Azure Active Directory.
This article guides you through credential setup and details the reports available for this connector. For step-by-step instructions on using it in the data preparation flow — connector selection, credential, report, and parameters — see the ERP Step article.
Credential Setup
Authentication is done via OAuth 2.0 with Azure AD (client credentials flow).
Field | Description | Required |
|---|---|---|
Token URL | Azure AD token endpoint URL (e.g. | Yes |
Client ID | ID of the application registered in Azure AD | Yes |
Client Secret | Azure AD application secret | Yes |
Host | Base URL of the D365 F&O environment (e.g. | Yes |
Company | Company code (data area) used by default for queries (e.g. | No |
Tip: In Azure AD, the application must have the Dynamics ERP - Runtime Service API permission. The D365 environment must have integration users configured and the application registered as an authorized user in the system.
Available Reports
Module: Administration
Companies (Legal Entities)
Returns the companies (legal entities) configured in the D365 environment.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
DataArea | Company code (data area ID) |
CompanyName | Company name |
DefaultCurrencyCode | Default currency |
CountryRegionISOCode | Country (ISO code) |
Tax Establishments
Returns the tax establishments (CNPJ) registered in D365.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
FiscalEstablishmentId | Tax establishment code |
CNPJNumber | CNPJ |
Name | Establishment name |
IsEnabled | Is the establishment active? |
dataAreaId | Company (data area) |
Module: Inventory
Released Products
Returns the registered and released products for use in D365 companies.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
ItemNumber | Product code |
ProductName | Product name |
ProductGroupId | Product group |
UnitId | Unit of measure |
ProductType | Product type |
PurchasePriceQuantity | Base quantity for purchase price |
SalesPriceQuantity | Base quantity for sales price |
dataAreaId | Company |
Inventory Balance
Returns the available physical balance of items in warehouses.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
ItemNumber | Product code |
InventSiteId | Site / plant code |
InventWarehouseId | Warehouse code |
AvailPhysical | Available physical quantity |
ReservPhysical | Reserved quantity |
InventStatusId | Inventory status |
dataAreaId | Company |
Warehouses
Returns the warehouses registered in D365.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
WarehouseId | Warehouse code |
WarehouseName | Warehouse name |
InventorySiteId | Associated site |
dataAreaId | Company |
Module: Accounting
Chart of Accounts (Main Accounts)
Returns the main ledger accounts configured in D365.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
MainAccountId | General ledger account code |
Name | Account name |
Type | Account type |
MainAccountCategory | Category |
IsBlocked | Is the account blocked? |
Accounting Entries
Returns general ledger entries by period.
Filter parameters:
Parameter | Description | Required |
|---|---|---|
AccountingDateFrom | Accrual start date. Automatically filled with the 1st day of the reference month | No |
AccountingDateTo | Accrual end date. Automatically filled with the last day of the reference month | No |
Returned fields:
Field | Description |
|---|---|
RecId | Record ID |
AccountingDate | Accrual date |
LedgerAccount | Ledger account |
TransactionCurrencyCode | Transaction currency |
TransactionCurrencyAmount | Amount in transaction currency |
AccountingCurrencyAmount | Amount in accounting currency |
Text | History / description |
JournalNumber | Journal number |
dataAreaId | Company |
Accounting Journals (Headers)
Returns the headers of posted accounting journals.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
JournalBatchNumber | Journal batch number |
JournalName | Journal name |
PostingLayer | Posting layer |
IsPosted | Is posted? |
TotalCredit | Total credit |
TotalDebit | Total debit |
dataAreaId | Company |
Module: Accounts Receivable
Customers
Returns the customer master data from D365.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
CustomerAccount | Customer code |
CustomerGroupId | Customer group |
OrganizationName | Legal name |
CurrencyCode | Currency |
SalesTaxGroup | Sales tax group |
dataAreaId | Company |
Customer Invoices
Returns invoices issued to customers in the period.
Filter parameters:
Parameter | Description | Required |
|---|---|---|
InvoiceDateFrom | Invoice start date. Automatically filled with the 1st day of the reference month | No |
InvoiceDateTo | Invoice end date. Automatically filled with the last day of the reference month | No |
Returned fields:
Field | Description |
|---|---|
InvoiceNumber | Invoice number |
CustomerAccountNumber | Customer code |
InvoiceDate | Invoice date |
DueDate | Due date |
InvoiceAmountInAccountingCurrency | Invoice amount (accounting currency) |
AccountingCurrencyCode | Accounting currency |
Status | Invoice status |
dataAreaId | Company |
Module: Accounts Payable
Suppliers
Returns the supplier master data from D365.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
VendorAccountNumber | Supplier code |
VendorGroupId | Supplier group |
OrganizationName | Legal name |
CurrencyCode | Currency |
PurchaseTaxGroup | Purchase tax group |
dataAreaId | Company |
Supplier Invoices
Returns invoices received from suppliers.
Filter parameters:
Parameter | Description | Required |
|---|---|---|
InvoiceDateFrom | Start date. Automatically filled with the 1st day of the reference month | No |
InvoiceDateTo | End date. Automatically filled with the last day of the reference month | No |
Returned fields:
Field | Description |
|---|---|
InvoiceNumber | Invoice number |
OrderVendorAccountNumber | Supplier code |
InvoiceDate | Invoice date |
DueDate | Due date |
InvoiceAmount | Invoice amount |
InvoiceCurrencyCode | Currency |
dataAreaId | Company |
Module: Sales
Sales Orders
Returns the recorded sales orders.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
SalesOrderNumber | Order number |
CustomerAccountNumber | Customer code |
SalesOrderStatus | Order status |
RequestedReceiptDate | Requested delivery date |
TotalChargesAmount | Total charges |
SalesOrderTotalTaxAmount | Total taxes |
dataAreaId | Company |
Module: Purchasing
Purchase Orders
Returns the issued purchase orders.
Filter parameters: No additional parameters.
Returned fields:
Field | Description |
|---|---|
PurchaseOrderNumber | PO number |
OrderVendorAccountNumber | Supplier code |
PurchaseOrderStatus | PO status |
RequestedDeliveryDate | Requested delivery date |
TotalChargeAmount | Total charges |
TotalInvoiceAmount | Total invoiced |
dataAreaId | Company |
Module: Tax
Tax Transactions
Returns the tax transactions recorded in D365.
Filter parameters:
Parameter | Description | Required |
|---|---|---|
TransDateFrom | Transaction start date. Automatically filled with the 1st day of the reference month | No |
TransDateTo | Transaction end date. Automatically filled with the last day of the reference month | No |
Returned fields:
Field | Description |
|---|---|
RecId | Record ID |
TransDate | Transaction date |
TaxCode | Tax code |
TaxAmount | Tax amount |
TaxBaseAmount | Tax base amount |
CurrencyCode | Currency |
Voucher | Voucher |
dataAreaId | Company |
Fixed Parameters (managed automatically)
Parameter | Default value | Reason |
|---|---|---|
|
| Record limit per page of the D365 OData API |
| (preconfigured field list) | Defines the returned fields to optimize data volume |
Related articles
ERP Step
Introduction to integrations
Custom integrations via Rest API and SQL connectors