Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations is a customer relationship management solution that's designed to improve how you interact and do business with your customers. This document describes how to connect IBM watsonx Orchestrate to Microsoft Dynamics 365 for Finance and Operations and use its skills on watsonx Orchestrate.

Connecting to Microsoft Dynamics 365 for Finance and Operations

Connect to the app according to the credential type that you or your team want to use.

If you want to connect the app to the Orchestrate Agent skill set, skill sets from AI assistants, or the Team skill set with Team credentials, refer to Managing app connections.

If you want to connect to the app to the Personal skill set or the Team skill set with Member credentials, refer to Connecting to apps.

Configuring the connection on watsonx Orchestrate SaaS

To connect watsonx Orchestrate to Microsoft Dynamics 365 for Finance and Operations, complete the following steps:

  1. Click Connect app.
  2. You are prompted to enter the following connection details:
    • Endpoint URL: Specify the Microsoft Dynamics 365 for Finance and Operations base URL.
    • User name: Specify the user name for your Microsoft Dynamics 365 for Finance and Operations account.
    • Password: Specify the password for your Microsoft Dynamics 365 for Finance and Operations account.
    • Tenant ID: Specify the identifier of your Microsoft Azure Active Directory (Azure AD) tenant.
    • Client ID: Specify the Application ID assigned to your Microsoft Dynamics 365 for Finance and Operations when you registered it with Azure ID.
    • Client secret: Specify the application secret created in the Azure portal for Microsoft Dynamics 365 for Finance and Operations.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Configuring the connection on watsonx Orchestrate on-premises

To connect watsonx Orchestrate to Microsoft Dynamics 365 for Finance and Operations, complete the following steps:

  1. Click Connect app.
  2. You are prompted to enter the following connection details:
    • Endpoint URL: Specify the Microsoft Dynamics 365 for Finance and Operations base URL.
    • Tenant ID: Specify the identifier of your Microsoft Azure Active Directory (Azure AD) tenant.
    • Client ID: Specify the unique identifier generated after the Microsoft Azure app registration is mapped to the specific project requests.
    • Client secret: Specify the application secret for a project-specific unique application client ID.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

What to do next

After you connect to the app, you can use the Microsoft Dynamics 365 for Finance and Operations skills. For more information see, Using the chat.

To learn about the available skills, see List of prebuilt apps, skills and skill flows.

Parent topic:

→ Connecting to apps