Dynamics 365 Finance and Operations - Client App Registration

Overview

Dynamics Mobile portal must configured to communicate with Dynamics 365 Finance and Operations. The communication with Dynamics 365 Finance and Operations requires Dynamics Mobile portal to authenticate properly and one of the authentication methods is called Basic Authentication. Dynamics Mobile supports Basic Authentication which is the preferred authentication method with Dynamics 365 Business Central as of now and this requires certain configurations to be made on the Dynamics 365 Business Central and Dynamics Mobile sides.

Prerequisites

Register an application in Azure portal

Registering Dynamics Mobile as an application establishes a trust relationship between Dynamics Mobile and the Microsoft identity platform. The trust is unidirectional: your app trusts the Microsoft identity platform, and not the other way around.
Follow these steps to register the app:
  1. 1.
    Go to your Azure Portal
  2. 2.
    If you have access to multiple tenants, use the Directories + subscriptions filter in the top menu to switch to the tenant in which you want to register the application.
  3. 3.
    Search for and select Azure Active Directory.
  4. 4.
    Under Manage, select App registrations > New registration.
  5. 5.
    Enter a display Name: Dynamics Mobile.
  6. 6.
    Specify who can use the application: Accounts in this organizational directory only
  7. 7.
    Fill-in Redirect URI: Select Public client/native and enter the following uri: https://www.dynamicsmobile.com/nativeclient
  8. 8.
    Click the Register button
When registration finishes, the Azure portal displays the app registration's Overview pane. You see the Application (client) ID. Also called the client ID, this value uniquely identifies your application in the Microsoft identity platform
9. Go to the Authentication section
10. Scroll down and click Yes on the toggle under "Allow public client flows"
11. Click the SAVE button on top to save your changes.
12. Go to API permissions and click the Grant Admin Consent for .... button

Setup connection in Dynamics Mobile portal

The connection setup in Dynamics MObile portal uses parameters obtained from the steps above - e.g. you need to have registered app in order to be able to setup the connection.
  1. 1.
    Go to your dynamics mobile application area
  2. 2.
    Navigate to the ADM (Administration app)
  3. 3.
    Open the Roles menu from the root menu
  4. 4.
    Find the DMSAGENT role , select it and click EDIT( the pencil icon on top right)
  5. 5.
    Click tab SETTINGS and then click over the AGENT tab on the left
  6. 6.
    Expand the Backend Connection section
  7. 7.
    Select Connection Type: Microsoft Dynamics 365 FO
  8. 8.
    Enter the host of the Dynamics Mobile 365 FO
  9. 9.
    Enter Dynamics 365 Tenant Id: Use the value Azure the app registration screen
  10. 10.
    Enter the client Id: use the value from Azure app registration screen
  11. 11.
    Enter dedicated user name from Dynamics 365 to be used by Dynamics Mobile
  12. 12.
    Enter the password of the dedicated user name from Dynamics 365
  13. 13.
    Enter default company name from Microsoft Dynamics 365 Finance and Operations
  14. 14.
    Click the UPDATE button on top
Last modified 2mo ago