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Set up a connection to Microsoft Dynamics 365 Finance

Naga Sri Hari Gonaboyina
Updated

Microsoft Dynamics 365 Finance software makes organizations more profitable using financial reporting, embedded analytics, and AI-driven insights.

Important

The Microsoft Dynamics 365 Finance connector is in BETA and may be subject to changes.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Auth type * 

Select your Microsoft Dynamics 365 Business Central authentication type (Token or OAuth 2.0).

OAuth 2.0 authentication

Subdomain * 

Enter your Microsoft Dynamics 365 Finance subdomain.

dataLoad.svg​​ How to retrieve the subdomain 

Token authentication

On-premise agent * 

Select an on-premise agent from the list.

To connect to an on-premise application, integrator.io requires that an agent be installed on a networked computer. For more information, see On-premise agent.

Tenant ID * 

Enter your Microsoft Dynamics 365 Finance tenant ID.

Base URL * 

Enter your Microsoft Dynamics 365 Finance base URL.

Token URL * 

Enter your Microsoft Dynamics 365 Finance token URL.

Client ID * 

Enter your Microsoft Dynamics 365 Finance client ID.

Client secret * 

Enter your Microsoft Dynamics 365 Finance client secret. For information on-premise setup, see Deployment.

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the OAuth 2.0 auth universal connector documentation.

How to retrieve the subdomain

  1. Sign in to your Microsoft Dynamics Lifecycle Services account.

  2. Navigate to All projects and click the required project. The Finance and operations page appears.

  3. In the Environments section, click the deployed project.

  4. From the Login dropdown, click Log on to environment.

  5. From Environment URL, copy the subdomain. For example, if https://orgbe1234.dynamics.com is the URL, then orgbe1234 is your subdomain.

Save and authorize

  1. Click Save and authorize to commit your changes and proceed to sign in with Microsoft Dynamics 365 Finance.

  2. After signing in, review the permissions for the integration and click Accept.

Additional references