Enable connectivity with external services

  • 4 minutes

Thanks to data entities and OData, finance and operations apps can connect to several external services. However, to do that, the services must be registered with the Microsoft Entra ID.

To register a service with the Microsoft Entra ID, follow these steps:

  1. Go to the Microsoft Entra ID tab of the Azure portal.
  2. Select Properties and note the tenant ID in the Directory ID field. You will need the tenant ID later to retrieve an Microsoft Entra ID authentication token.
  3. On the Microsoft Entra ID tab, select App registrations.
  4. Select New application registration.
  5. Enter a name that identifies the external application that you're registering. For an application that will authenticate by using a shared secret, select Web app / API.
  6. Select the new application and copy the application ID.
  7. Select Required permissions.
  8. Select Add.
  9. Choose Select an API.
  10. Select Microsoft Dynamics ERP (Microsoft.ERP).
  11. Under Delegated permissions, you must select, at a minimum, the following options:
    • Access Dynamics AX Custom Service
    • Access Dynamics AX data
    • Access Dynamics AX online as organization users
  12. Select Done.
  13. Select Keys.
  14. In the dialog box that appears, enter a description, and then set the Expires value to Never expires.
  15. Select Save.

When you've registered your service in Microsoft Entra ID, you'll also need to register it in finance and operations apps by using the following steps:

  1. In finance and operations apps, go to System administration > Setup > Microsoft Entra ID applications.
  2. Select New.
  3. In the Client ID field, enter the application ID that you registered in Microsoft Entra ID.
  4. In the Name field, enter a name for the application.
  5. In the User ID field, select an appropriate service account user ID.
  6. Save the record.