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
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:
Completion of the Set up a tenant quickstart.
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.
Follow these steps to register the app:
Go to your Azure Portal
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.
Enter a display Name: Dynamics Mobile.
Specify who can use the application: Accounts in this organizational directory only
Fill-in Redirect URI: Select Public client/native and enter the following uri: https://www.dynamicsmobile.com/nativeclient
Click the Register button
9. 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 the application in the Microsoft identity platform
10. Go to API Permissions from the left-side menu and click Add Permission
11. Scroll down and click over Dynamics ERP
12. Click Application Permissions, then select/check Connector.FullAccess, then click Add Permissions at the bottom
13. Go to API permissions and click the Grant Admin Consent for .... button and then Yes.
14. Go to Certficiates and secrets, click Client Secrets, then click New client secret. Enter Dynamics Mobile Client in Description and select 12 months( or more ) for Expires. Click Add button to confirm.
15. Copy the Secret Value - we will need this later
Setup Dynamics 365 Finance and Operations
16. Go to the Dynamics 365 Finance and Operations and navigate to Azure Active Directory Applications
17. Click New to register our new app. Enter the Client Id ( taken from azure, step 9 ). Enter Dynamics Mobile for name and, select dedicated user (user specifically created for Dynamics Mobile ) . Make sure the dedicated user has the Dynamics Mobile API security role assigned.
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 the Secret Value (in password) from Azure.
Make sure to select oauth2 as authentication method (auth type)
Enter default company name from Microsoft Dynamics 365 Finance and Operations
Click the UPDATE button on top
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