Using a Function in Power Automate

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Posted on by Hayan Said

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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

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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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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Farhad Malegam 20 on at

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

Create a Flow: Start a new flow in Power Automate.

Add HTTP Action: Use the HTTP action to call the D365 Web API or OData endpoint, such as TrialBalanceFiscalYearSnapshotHeaders, to fetch balance data.

Set Parameters: Configure the API request with the necessary parameters to specify the main account and fiscal year.

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

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