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How to Connect On-Premises Dynamics 365 Finance and Operations to Power Automate
Question details
The user wants to know the subsequent configuration steps to complete the connection between On-Premises Dynamics 365 Finance and Operations and Power Automate after initial setup.
- Product
- Dynamics 365 Finance and Operations, Power Automate
- Device & OS
- not provided
- Scenario
- Configuring the integration between an on-premises Dynamics 365 environment and Microsoft Power Automate using a local data gateway and a custom connector.
- Observed behavior
- The user has successfully installed the on-premises data gateway and created a custom connector, but needs guidance on final configuration and potential troubleshooting to ensure the connection works.
Ensure you have administrative privileges in your Power Automate environment and verify that the on-premises data gateway is actively running on your local server.
Consult the Microsoft Power Automate Community for Configuration Guidance
Because custom connector configurations for on-premises deployments are highly specific to your network environment, the official Microsoft community is the most effective place for tailored troubleshooting.
Connecting an on-premises instance of Dynamics 365 Finance and Operations to Power Automate requires precise API configurations and secure routing through your local gateway. The Microsoft Power Automate Community features engineers and experts who can help diagnose specific custom connector errors.
Open your web browser and navigate directly to the Microsoft Power Automate Community website.
Sign in using the Microsoft account associated with your organization's Power Automate and Dynamics 365 environments.
Browse to the 'Building Flows' or 'Custom Connectors' section of the community forum to find relevant integration topics.
Create a new topic detailing your gateway version, the custom connector parameters you have created, and any specific error codes you encounter to receive expert guidance.
Verify Custom Connector and Gateway Settings in Admin Center
Double-check your custom connector and gateway setup in the Power Platform admin center to ensure there are no communication blocks.
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Frequently Asked Questions
What is the purpose of the on-premises data gateway in Power Automate?
An on-premises data gateway acts as a secure bridge that provides fast data transfer between on-premises data (servers and applications located on your local network, like an on-premises Dynamics 365 instance) and Microsoft cloud services, including Power Automate.
Why do I need a custom connector for Dynamics 365 Finance and Operations?
While Power Automate offers many standard connectors for cloud services, connecting to a locally hosted, on-premises instance of Dynamics 365 often requires a custom connector to properly route API requests through your data gateway and handle specific internal authentication.
How do I check if my on-premises data gateway is online?
You can check the status of your gateway by logging into the Power Platform admin center, selecting 'Data' then 'On-premises data gateways' from the navigation pane, and viewing the status column for your specific gateway installation.
