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

Set up remote task recording connection parameters on remote environment
RapidValue task

If you use remote task recording, set up the remote environment to allow task recordings to be retrieved from and saved to the environment where you manage your RapidValue content.

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 RapidValue content 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 app to the related task recording parameter fields.


Standard procedure

1. Click Business process management.
2. Click Parameters.
3. Click the Task recording tab.
4. Copy the 'Application (client) ID' of the registered app.
  In the Client application id field, paste the copied 'Application (client) ID'.
5. Copy the 'OAuth 2.0 authorization endpoint (v1)' or 'OAuth 2.0 authorization endpoint (v2)' of the registered app.
  In the Azure active directory tenant field, paste the copied 'OAuth 2.0 authorization endpoint'.
6. 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.
7. 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'.
8. 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, type a value.
 

Note: This field is only applicable if the authentication is 'Username / password'.
9. In the Password field, type a value.
 

Note: This field is only applicable if the authentication is 'Username / password'.
10. Click Save.
11. Close the page.
Related to Notes

Set up general remote task recording

 		 

Set up business process-specific remote task recording using categories

 		 

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