You can authenticate with Microsoft Dynamics Great Plains to create your own instance of the Microsoft Dynamics Great Plains element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionality offered by the Microsoft Dynamics Great Plains platform.
Authenticate Through the UI
Use the UI to authenticate with Microsoft Dynamics Great Plains and create an element instance. You will need your domain name for your Windows account, as well as your user name, password, and company name as defined in Great Plains.
After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource, or use it in a formula template.
Authenticate Through API
Microsoft Dynamics Great Plains is a Finance Platform. When you provision an instance, your app will have access to the different functionality offered by the Microsoft Dynamics Great Plains platform.
Step 1. Create an Instance
To provision your Microsoft Dynamics Great Plains element, use the /instances API.
Below is an example of the provisioning API call.
- HTTP Headers: Authorization- User , Organization
- HTTP Verb: POST
- Request URL: /instances
- Request Body: Required – see below
- Query Parameters: none
Description: token is returned upon successful execution of this API. This token needs to be retained by the application for all subsequent requests involving this element instance.
A sample request illustrating the /instances API is shown below.
HTTP Headers:
Authorization: User <INSERT_USER_SECRET>, Organization <INSERT_ORGANIZATION_SECRET>
This instance.json file must be included with your instance request. Please fill your information to provision. The “key” into Cloud Elements Microsoft Dynamics Great Plains is “greatplains”. This will need to be entered in the “key” field below depending on which element you wish to instantiate.
{
"element": {
"key": "greatplains"
},
"configuration": {
"greatplains.user.name":"<INSERT_GREAT_PLAINS_USERNAME>",
"greatplains.user.password":"<INSERT_GREAT_PLAINS_PASSWORD>",
"greatplains.company.name":"<INSERT_GREAT_PLAINS_COMPANY_NAME>",
"greatplains.service.url":"https://<INSERT_GREAT_PLAINS_HOST>:/DynamicsGPWebServices/DynamicsGPService.asmx;"
},
"tags": [
"<INSERT_TAGS>"
],
"name": "<INSERT_INSTANCE_NAME>"
}
Here is an example cURL command to create an instance using /instances API.
Example Request:
curl -X POST
-H 'Authorization: User <INSERT_USER_SECRET>, Organization <INSERT_ORGANIZATION_SECRET>'
-H 'Content-Type: application/json'
-d @instance.json
'https://api.cloud-elements.com/elements/api-v2/instances'
If the user does not specify a required config entry, an error will result notifying her of which entries she is missing.
Below is a successful JSON response:
{
"id": 123,
"name": "Test",
"token": "U7VE7kA/LoXkW8OJW27EX6sALHr7VKj0=",
"element": {
"id": 123,
"name": "Microsoft Great Plains Beta",
"key": "greatplains",
"description": "Add a Microsoft Dynamics Instance to connect your existing Microsoft Dynamics account to the Finance Hub, allowing you to manage customers, employees, invoices, purchase orders, etc. across multiple Finance elements. You will need your Microsoft Dynamics account information to add an instance.",
"image": "elements/provider_greatplains.png",
"active": true,
"deleted": false,
"typeOauth": false,
"trialAccount": false,
"existingAccountDescription": "This integrates to th Microsoft Legacy Great Plains Web Services.",
"configDescription": "Use this to configure your Great Plains account with your hosted provider. ",
"transformationsEnabled": true,
"authentication": {},
"hub": "finance",
"parameters": []
},
"provisionInteractions": [],
"valid": true,
"disabled": false,
"maxCacheSize": 0,
"cacheTimeToLive": 0,
"eventsEnabled": false,
"cachingEnabled": false
}
Note: Make sure you have straight quotes in your JSON files and cURL commands. Please use plain text formatting in your code. Make sure you do not have spaces after the in the cURL command.
Instance Configuration
The content in the configuration section or nested object in the body posted to the POST /instances or PUT /instances/{id} APIs varies depending on which element is being instantiated. However, some configuration properties are common to all elements and available to be configured for all elements. These properties are -
event.notification.enabled: This property is abooleanproperty, and determines if event reception (viawebhookorpolling) is enabled for the element instance. This property defaults to false.event.vendor.type: Whenevent.notification.enabledproperty is set to true, this property determines the mechanism to use to receive or fetch changed events from the service endpoint. The supported values arewebhookandpolling. Most elements support one mechanism or the other, but some like Salesforce.com support both mechanisms. This property is optional.event.notification.type: This property can be used to determine how an event notification should be sent to the consumer of the element instance, in most cases your application. Currently,webhookis the only supported value for this property. This means that when an event is received by the element instance, it will get forwarded to the providedevent.notification.callback.urlvia awebhookto you. This property is optional.event.notification.callback.url: As mentioned above, the value of this property is anhttporhttpsURL to which we will post the event for consumption by your application. This property is optional.filter.response.nulls: This property defaults to true, i.e., it'sbooleanproperty, and determines ifnullvalues in the responseJSONshould or should not be filtered from the response returned to the consuming application. By default, allnullvalues are filtered from the response before sending the response to the consuming application.
