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Extending Dynamics 365 Finance and Operations Apps with Power Platform

You're reading from   Extending Dynamics 365 Finance and Operations Apps with Power Platform Integrate Power Platform solutions to maximize the efficiency of your Finance & Operations projects

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Product type Paperback
Published in Jan 2024
Publisher Packt
ISBN-13 9781801811590
Length 274 pages
Edition 1st Edition
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Author (1):
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Adrià Ariste Santacreu Adrià Ariste Santacreu
Author Profile Icon Adrià Ariste Santacreu
Adrià Ariste Santacreu
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Table of Contents (18) Chapters Close

Preface 1. Part 1: Dynamics 365 Finance and Operations and Power Platform
2. Chapter 1: Dynamics 365 F&O and Low-Code Development FREE CHAPTER 3. Chapter 2: Dual-Write and Virtual Tables 4. Part 2: Extending Dynamics 365 F&O with Power Platform
5. Chapter 3: Power Automate Flows in Dynamics 365 6. Chapter 4: Replacing F&O Processes with Power Automate 7. Chapter 5: Building Automations and Integrations 8. Chapter 6: Power Apps: What’s in it for Finance and Operations Consultants? 9. Chapter 7: Extending F&O Apps with Power Apps 10. Chapter 8: Power BI Reporting for Dynamics 365 F&O Apps 11. Part 3: Adding AI to Your Flows and Apps
12. Chapter 9: Integrating AI Builder 13. Part 4: Dataverse and Power Platform ALM
14. Chapter 10: Environment Management 15. Chapter 11: Solution Management 16. Index 17. Other Books You May Enjoy

Connecting to an FTP server in Power Automate

The flow in this example will run daily on a schedule and retrieve a JSON file with customer information. We will use the contents of the file to update the customer groups when there is a change. So, let’s start by creating a new scheduled cloud flow (see Figure 5.1):

Figure 5.1 – Creating a scheduled cloud flow

Figure 5.1 – Creating a scheduled cloud flow

Ensure that the flow repeats once a day and select the time when the flow should run. In my case, the flow will run daily at 10:00 A.M.

Now, add a new action and look for the FTP connector. Then, select Get file content. After adding the connector, we must configure the connection to the FTP server (see Figure 5.2):

Figure 5.2 – Setting up an FTP connection

Figure 5.2 – Setting up an FTP connection

We need to give this connection a name and add the FTP address, username, and password. Once we click the Create button, we will be able to select the file we want to retrieve (see Figure 5.3...

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