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Snaps in 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 workflow. You would must also require to register an application in Dynamics 365 Finance and Operations with the details of the application registered in the Azure portal.You can use this account type to connect Microsoft Dynamics 365 Finance and SCM Snaps with data sources that use an OAuth2 account.

Prerequisites

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

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

  • OData V4.

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  1. Log in to the Microsoft Azure Portal.

  2. Navigate to Azure services > Azure Active Directory Microsoft Entra ID.

  3. Navigate to Add > App registration.

  4. On the Register an application page, specify the name for registering the application and click Register. For more information on creating an application, refer to the Azure Active Directory Documentation.

Info

To use an existing application, navigate to Portal Home > Azure Active Directory >App registrations > All applications. In the search box, specify the application name you want to use. The details of the registered application dsiplay in the search list.

Define Permissions

  1. On the left navigation panel, navigate to Manage,select API permissions > Add a permission.

     

  2. On the Request API permissions window, select Dynamics ERP and select the delegated permissions listed under the Scopes and Permissions required for MS Dynamics 365 Finance and SCM.

  3. Click Add Permissions and view all the permissions added under Configured permissions.

  4. Click Grant admin consent confirmation and select Yes. 

  5. Click Overview and select Add a Redirect URI. You are redirected to the Platform configurations page:

    Image RemovedApplication Configuration in the Azure Portal to use Finance and SCM OAuth2 Account__Step5.pngImage Added

    1. Under Platform configurations, click Add a platform.

      Image Added

    2. Select Web and specify a valid the Redirect URI in the following format: 
      https://<control-plane-name>.snaplogic.com/api/1/rest//cdn.admin/oauth2callback/<snap-pack-name>
      where the <control-plane-name> corresponds to the domain part of your SnapLogic URL—elastic (global control plane) or emea (EMEA control plane).
      For example:
      https://emea.snaplogic.com/api/1/rest/admin/oauth2callback/msdynamics365fo
      https://elastic.snaplogic.com/api/1/rest/admin/oauth2callback/msdynamics365fo and click 

    3. Click Configure. A pop-up message displays indicating that the application is successfully updated:

      Image Removed

      .

  6. On the Platform configurations page, click Save. The Redirect URIs are added to the application.

Locate Application Credentials in the Azure Portal

To authorize your account in SnapLogic platfomSnapLogic® Platfom, you must have the following application credentials:

  • Application (client) ID

  • Directory (tenant) ID

  • Client secret value

  1. On the application page, under navigate to Overview.

  2. Under Essentials, make a note of the Application (client) ID, and Directory (tenant) ID.

  3. In the left navigation panel, select Manage > Certificates & secrets.

  4. On the Certificates & secrets page, click + New client secret.

  5. In the Add a client secret window, enter the Description, select an option for Expires from the dropdown list, and click Add:

    The Client secret valuevalue and Secret ID are generated. This value and the ID are required to configure the OAuth2 account.

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

Delegated permissions (User account only*)

Permission

Display String

Description

Admin Permission 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

Register your External Application

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  1. Navigate to the required Snap.

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

    Image Removeddyn-365-f-and-scm-oauth2-account.pngImage Added

  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 auto-populated and encrypted in the Account settings.

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

Troubleshooting

Error

Reason

Resolution

Error 401

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

Reauthorize the account and retry.

Snap Pack History

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Microsoft Dynamics 365 Finance and SCM
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