How to: Import Bank statements from Azure file storage to Dynamics 365 finance and operation using Power automate (formally flow)
We had a requirement for importing of bank statements in Dynamics 365 Finance and Operations using integration. We achieved this using the recurring data jobs in D 365 and Microsoft Power automate. There are basically 3 parts to all the configuration 1. Azure app for authentication. 2. Data processing group and recurring data job in D 365 3. Power automate app for the integration 1. Azure app for authentication Create an Azure app for authentication as follows: Search for App registration on https://portal.azure.com/ Create a new app: Copy the app id, we will need this for configuration in D 365 and flow. Create a new secret and copy it. Copy the value of the secret. Now we have all the required information from the Azure portal. Let us switch to Dynamics 365 F&O. 2. Data processing group and recurring data job in D 365 F&O Configure the Bank statement import setup using the steps mentioned in https://docs.microsoft.com/en-us/dynam