Scripted Connections
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      Dynamics 365 Finance & Operations

      These instructions will configure your D365F&O settings to allow Datablend to collect OData.

      Microsoft Azure Portal Instructions -

      1. Visit the Azure Portal search and navigate to “app Registration”

      https://portal.azure.com/#view/Microsoft_AAD_RegisteredApps/ApplicationsListBlade

       

      2. Click on “New Registration” on the top left

        1. Provide a name like “Dynamic_API”
        2. Set Supported account types to “Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant)”
        3. Click Register Button

       

      3. Click on Certificates & secret tab
        1. Click new client secret

      b. Set an expiration of 365 days or more and a description of your choice.


      c. Click add on the bottom right side of screen. The table will then generate the secret key.
      d. (IMPORTANT – Copy the Value and store in safe location. This Value will disappear when the page is exited.)

       

       

       

       

       

       

       

      4. Navigate to API Permissions tab
        1. Click Add a Permission
        2. Click Dynamics ERP
        3. Click on the Application Permissions option and toggle on Connector.FullAccess and click Add Permissions.
        4. Note: that you will need to Grant admin consent. Have an administrator approve of this connection.

       

      5. Provide Datablend with the following credentials gathered.
        1. Client_id (Found in the Overview tab)
        2. Tenant_id (Found in the Overview tab)
        3. Client_secret VALUE (Found in the Certificates & secret tab)
        4. Base URL of your Dynamics instance Example: mydomain.dynamics.com

       

      Microsoft Dynamics F&O Instructions -

      1. Visit your dynamics site at <yourdomain.dynamics.com>
      2. Search and navigate to Microsoft Entra ID applications.
      3. Click “New” and Copy/paste the Client ID that was generated in Azure to the Client ID field, set a name for the connection, and assign a User that has permissions to access the data from F&O.

      END OF INSTRUCTIONS