1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Activities

Set up connection
RapidValue task

You can set up a connection from the current D365 FO environment to another D365 FO environment.
You can use a connection to a remote D365 FO environment to:
  • Import content packages.
  • Do business process-specific remote task recording using categories. In this case, only the 'Internet address' of the connection is used! So, the Microsoft Entra ID app and web service are not used.
A web service is hosted on the remote environment. This web service connects the remote environment with the RapidValue content environment. To access the web service hosted on the remote environment: 
  • The user on the current environment must be authenticated by Microsoft Entra ID.
  • An authentication token must be received.

For this process, an application must be registered in Microsoft Entra ID and the required permissions must be given.

Required Microsoft Entra ID app settings:

  • Supported account types = Single tenant
  • Redirect URI = Public client/native (mobile & desktop). For RapidValue, the Redirect URI is not applicable. Therefore, enter a default URI, for example: myapp://auth. Make sure, the URI doesn't end with a slash.
  • Add an API permission for the Microsoft API 'Dynamics ERP'
  • For the Dynamics ERP API, set up Delegated permissions for:
    • AX (select the AX.FullAccess check box)
    • CustomService (select the CustomService.FullAccess)
  • For the 'Client credentials' authentication type, also add a client secret to the Microsoft Entra ID app.
You can copy the relevant information from the registered Microsoft Entra ID application to the related connection fields.


Standard procedure

1. Click Business process management.
2. Click Connections.
3. Click New.
4. In the Connection field, type a value.
5. Expand the Description section and enter a description of the connection.
6. Expand the Details section.
7. Copy the 'Application (client) ID' of the registered app.
  In the Azure client application field, paste the copied 'Application (client) ID'.
8. Copy the 'OAuth 2.0 authorization endpoint' of the registered app.
  In the Azure active directory tenant field, paste the copied 'OAuth 2.0 authorization endpoint'.
9. Define the type of authentication to be used to connect to the the web service.
You can use these authentication types:
- Client credentials (This is the preferred authentication type!)
- Username / password
  In the Authentication field, select an option.
10. Copy the value of the client secret as added to the registered Microsoft Entra ID app.
Make sure to copy this client secret value immediately after creation!
  In the Client secret field, paste the client secret value.
 

Note: This field is only applicable if the authentication is 'Client credentials'.
11. The user must be defined as a user in:
- The Microsoft Entra ID.
- The source environment where the user must have access to RapidValue.
The user name must be an email address.
  In the User name field, enter the email address of the user.
 

Note: This field is only applicable if the authentication is 'Username / password'.
12. In the Password field, enter the applicable password for the user.
 

Note: This field is only applicable if the authentication is 'Username / password'.
13. In the Internet address field, enter the internet address of the source environment.
 

Note: Make sure, you enter the main internet address. So, there is no '/...' in it.
14. Before you test the connection, make sure to register the Microsoft Entra ID application in the current environment. For more information, refer to the 'Register Microsoft Entra ID application on remote environment' activity.
  Click Test connection.
 

Note: The test outcome is shown as an info message.
15. Close the page.
16. Close the page.
Related to Notes

Import configuration from content package

 		 

Set up business process-specific remote task recording using categories

 		 

See also

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