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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.

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.

Subdomain * 

Enter your Microsoft Dynamics 365 Finance subdomain.

Fetch data {//theme.zdassets.com/theme_assets/1098969/5157503509223f89f9b3e7578d2ca78ce882fc18.svg}How to retrieve the subdomain 

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see  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 projectsand click the required project. The Finance & operations page appears.

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

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

  5. From EnvironmentURL, copy the subdomain. For example, if https://orgbe1234.dynamics.com is the URL, then orgbe1234is your subdomain.

Fin3.png

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.

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Additional references