The right way to use Energy Automate to extract information from Microsoft Dynamics 365 Finance and Operations through Knowledge administration package deal REST API

In Microsoft Dynamics 365 Finance and Operations there are two APIs methods that help file-based integration situations:

  1. Knowledge administration framework’s package deal API
  2. Recurring integrations API

Each APIs help information import and information export situations, and each use batches. Batch information APIs are thought-about asynchronous integration patterns as a result of when these APIs are referred to as, information is imported or exported in batch mode. Nevertheless, calls to those APIs are synchronous. For instance, a name to the ExportToPackage API schedules a job to import solely a selected information package deal. The scheduling job is shortly returned (synchronously), and the work is completed later in a batch (asynchronously). Subsequently, batch information APIs are categorized as asynchronous.

On this article, we’ll evaluation easy methods to leverage Energy Automate and the Knowledge Administration package deal REST API to extract information from Dynamics 365 Finance. We’ll use the instance of extracting “Buyer teams” in Dynamics 365 Finance. Nevertheless, any information entity that’s uncovered might be leveraged to export information from the system. Listed here are excessive stage steps:

  1. The movement is triggered manually from Energy Automate. Nevertheless, it may be automated as properly primarily based on sure occasions that can be utilized with Energy Automate.
  2. The request is submitted from Energy Automate to Dynamics 365 Finance to extract the ‘Buyer Group’ information. The entity is configurable and different entities can be utilized as properly.
  3. An information challenge execution job is scheduled and run in Dynamics 365 Finance.
  4. Anticipate the info challenge execution for a selected period to see if the info challenge execution is accomplished efficiently.
  5. Retrieve the package deal URL from the info challenge execution.
  6. Leverage Knowledge Bundle URL to extract the file and retailer it on One Drive for Enterprise (or one other supported information storage service).
  7. From right here the knowledge might be retrieved and reviewed or shared with different programs.

If Energy Automate steps are named appropriately, it may be adequate to elucidate all of the steps, screenshot under present particulars:

Energy Automate – Vital steps on this movement

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