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
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.
An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.
Connect to the app through the skill catalog when you add that skill to your skill set:
- On the watsonx Orchestrate chat page, click Add skills from the catalog.
- Search and click the app tile.
- Click Connect app.
- Configure the connection. For more information, see Configuring the connection.
- Click Connect app.
Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:
- Open the watsonx Orchestrate chat.
- On the chat, start the skill.
- Click Connect app.
- Configure the connection. For more information, see Configuring the connection.
- Click Connect app.
Configuring the connection on watsonx Orchestrate SaaS
To connect watsonx Orchestrate to Microsoft Dynamics 365 for Finance and Operations, complete the following steps:
- Click Connect app.
- 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.
- Click Connect app.
Configuring the connection on watsonx Orchestrate on-premises
To connect watsonx Orchestrate to Microsoft Dynamics 365 for Finance and Operations, complete the following steps:
- Click Connect app.
- 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.
- Click Connect app.
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.
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