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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Using a Function in Po...
Microsoft Dynamics 365 | Integration, Dataverse...
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Using a Function in Power Automate

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Posted on by Hayan Said 256
Dear All,
 
I am trying to use power automate with my D365 F&O , I wanted to check if there is any way that i can get the balance of a main account using power automate, i noticed that there is a function called "TrialBalanceFiscalYearSnapshotHeaders-calculateSnapshotBalance" under the Dynamics 365 Operation App, however i wasn't able to work with it and i didn't find any help related  to it,
any body can advise on it?
 
Best
HAYAN
  • Farhad Malegam Profile Picture
    Farhad Malegam 16 on at
    Using a Function in Power Automate

    To retrieve the balance of a main account using Power Automate with D365 F&O, follow these steps:

    1. Create a Flow: Start a new flow in Power Automate.
    2. Add HTTP Action: Use the HTTP action to call the D365 Web API or OData endpoint, such as TrialBalanceFiscalYearSnapshotHeaders, to fetch balance data.
    3. Set Parameters: Configure the API request with the necessary parameters to specify the main account and fiscal year.
    4. Handle Response: Process the API response to extract and use the balance information.

    If the calculateSnapshotBalance function isn't working, consider using the direct Web API for balances.

     

    Kind regards,

    SYDNEY DIGITAL AGENCY

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    Using a Function in Power Automate
    Hi Hayan,
     
    I haven't used this action myself. You will need to provide parameters where:
    _ledgerName = legal entity e.g. 'USMF'
    _fiscalYearName = fiscal year name for the fiscal calendar belonging to the Ledger record for the legal entity, e.g. '2024'.
    _externalTrackingId = generate your own GUID for unique reference.
    _postingLayer = posting layer to get values for, usually 'Current'.
    _dimensionArray = names of the dimension attributes, like 'MainAccount' or 'Department'.
     
    I think it will create balances for all dimension array combinations. In the next action, you can loop all records or set a range on e.g. the main account.
     
     

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