Dynamics 365 Finance and Operations - Client App Registration
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.
Existing Azure account
The Azure account must have permission to manage applications in Azure Active Directory (Azure AD). Any of the following Azure AD roles include the required permissions:
Access to Dynamics 365 Finance and Operations Instance
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.
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.
Go to your dynamics mobile application area
Navigate to the ADM (Administration app)
Open the Roles menu from the root menu
Find the DMSAGENT role , select it and click EDIT( the pencil icon on top right)
Click tab SETTINGS and then click over the AGENT tab on the left
Expand the Backend Connection section
Select Connection Type: Microsoft Dynamics 365 FO
Enter the host of the Dynamics Mobile 365 FO
Enter Dynamics 365 Tenant Id: Use the value Azure the app registration screen
Enter the client Id: use the value from Azure app registration screen
Enter dedicated user name from Dynamics 365 to be used by Dynamics Mobile
Enter the password of the dedicated user name from Dynamics 365
Enter default company name from Microsoft Dynamics 365 Finance and Operations