Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Table of Contents
minLevel1
maxLevel2
absoluteUrltrue

Overview

Snaps in MS the Microsoft Dynamics 365 Finance and SCM Snap Pack require an OAuth2 account to access the resources in Azure. For the OAuth2 account to authorize successfully, ensure to create and configure an application corresponding to the account as per the key steps in the Workflowworkflow. You would also require to register an application in Dynamics 365 Finance and operations apps Operations with the details of the application registered in the Azure portal.

You can use this account type to connect MS Microsoft Dynamics 365 Finance , and SCM Snaps with data sources that use an OAuth2 account.

Prerequisites

  • An Azure account with a paid subscription to create the application.

  • Register the Azure application in Dynamics 365 Finance and operations Operations application.

  • OData V4.

Limitations and Known Issues

...

  • .

Key Steps in the Workflow

...

Scopes and Required Permissions for Microsoft Dynamics 365 Finance and SCM

Learn For more information about Scopes and Permissions at , refer to Service endpoints overview.

Delegated permissions (User account only*)

Permission

Display String

Description

Admin Consent Required?

offline_access (Mandatory for the Auto-refresh token)

offline_access.

offline_access must be assigned if you select the Auto-refresh token option.

Yes

CustomService.FullAccess

Access Dynamics AX Custom Service.

This permission allows the application to access all Microsoft Dynamics custom service APIs.

No

Odata.FullAccess

Access Dynamics AX data.

This permission allows the application to access Microsoft Dynamics AX as a user or an application.

No

AX.Full.Access

Access Dynamics AX online as organization use.

This permission allows the application to access all Microsoft Dynamics AX service endpoints.

No

...

  1. Log in to the Dynamics 365 Finance and operations Operations application.

  2. Navigate to System administration > Setup > Azure Active Directory applications and Select New.

  3. Fill in Configure the fields for the new record:

    1. In the Client ID field, specify the application ID you registered in the Azure Active Directory.

    2. In the Name field, specify a name for the application.

    3. In the User ID field, select an appropriate service account user ID.

    4. Select Save to apply the changes.

...

  1. Navigate to the Snap of your choice.

  2. Configure the OAuth2 account with the details located in from the registered application in the Finance and SCM OAuth2 Accountportal.

  3. Click Authorize. The Access and Refresh tokens are generated. You are redirected to the sign-in page of the Azure Portal.

  4. Sign in to Azure Portal with valid credentials to redirect to the Snap Edit account settings dialog. The Access and Refresh tokens are autopopulated auto-populated but encrypted in the Account settings.

  5. Validate the Snap Account. Learn more about the Finance and SCM OAuth2 Account.

...

Error

Reason

Resolution

Error 401

The Pipeline pipeline could not complete execution because of a connection error.

Reauthorize the account and retry.

...