Obtaining connection values for Microsoft Dynamics 365 for Finance and Operations

About this task

This topic provides instructions for obtaining the connection values for the Microsoft Dynamics 365 for Finance and Operations connector.

To generate these values and connect to Microsoft Dynamics 365 for Finance and Operations, you need to Register an application with the required permissions in Microsoft Azure, which will enable App Connect to integrate with Microsoft Dynamics 365 for Finance and Operations by using APIs and protocols.

To connect by using different authorization methods, you need to obtain client ID, client secret, and tenant ID for your registered app, and then configure permissions.
Note: These instructions assume that you are registering an application in Microsoft Azure for the first time.
Note: Choose the applicable steps for the connection values based on the authorization method you selected.

Procedure

  1. To register an application with Microsoft Azure, for use with App Connect:
    1. Log in to the Microsoft Azure portal, and then locate and click App registrations.
    2. If you have access to more than one tenant, switch to the tenant where you want to register the app by using the Directories + subscriptions filter in the banner and then click the Close icon (X) to return to the previous page.
    3. In the App registrations page, click New registration.
    4. In the Register an application page, specify a unique name for your app, select Accounts in any organizational directory (Any Azure AD directory - Multitenant) as the account type, and accept the default values for the remaining fields.
      Figure 1. Microsoft Azure registering an application window
      The image is described in the surrounding text.
    5. Click Register. The Overview page for the application is displayed.
      Overview page for the registered application
    6. Make a note of the Application (client) ID value because you need to specify it as a connection value when creating the account in App Connect.
  2. To generate a client secret for your registered application:
    1. Next to Client credentials on the Overview page, click Add a certificate or secret. This displays the Certificates & secrets page.
    2. Click New client secret.
    3. In the Add a client secret panel, specify a description for the secret (for example, App Connect secret) and then select an expiry period.
    4. Click Add. The generated client secret is displayed on the Certificates & secrets page.
      Generated client secret for the registered app
    5. Copy and store the client secret value because you need to specify it as a connection value when creating the account in App Connect.
      Note: The client secret value won't be shown again in full after you leave this page.
  3. To configure the permissions that App Connect needs:
    1. On the left side bar, click API permissions, and then go to Add a permission > Dynamics ERP > Application permissions.
    2. Select the following permission, and then click Add permissions.
      Permissions Type Description
      Connector.FullAccess Application Access Dynamics Connector Service APIs
    3. In order to add the rest of the permissions required, go to Add a permission > Dynamics ERP > Delegated permissions.
    4. Select the following permissions, and then click Add permissions.
      Permissions Type Description
      AX.FullAccess Delegated Access Dynamics AX online as organization users
      CustomService.FullAccess Delegated Access Dynamics AX Custom Service
      Odata.FullAccess Delegated Access Dynamics AX data
    5. If the status of any permission is shown as Not granted for myDomain, click Grant admin consent for myDomain, where myDomain is your domain name. Then click Yes to confirm. (This updates the status of all permissions to Granted for myDomain.)
  4. To register a client app in Microsoft Dynamics 365 for Finance and Operations:
    1. Open your Microsoft Dynamics 365 for Finance and Operations account.
    2. Click the navigation icon, and then and go to Modules > System administration > Setup > Azure Active Directory applications.
      Home page of Microsoft Dynamics 365 for Finance and Operations

      The Azure Active Directory applications page appears.

    3. Click the New button.
    4. Enter the Application (client) ID that you registered in Azure AD in the Client Id field.
    5. Enter a name for the application in the Name field.
    6. In the User ID field, select an appropriate service account user ID.
      Tip: For the User ID, it is recommended to provide a dedicated service account that has all the required permissions for the operations that must be performed.
    7. Click the Save button.