# Microsoft Dynamics Finance and Operations
Microsoft dynamics finance and operations (opens new window) (MDSFO) is one of Microsoft's enterprise resource planning software products. It is part of the Microsoft Dynamics family.
# Prerequisites
To establish a connection to MDSFO you must have an active sandbox or general instance.
# Set up an MDSFO sandbox instance
Complete the following step to obtain a sandbox instance of MDSFO. If you already have an instance, you can skip these steps.
Visit the Microsoft free trial page (opens new window) to create a free trial instance.
Select Finance and Operations.
Enter your account details.
Microsoft redirects you to a page that states your instance is being prepared. This typically takes 15-20 minutes. Microsoft sends you an email notification when the instance is ready.
Example instance
If this does not work, you can set up your Microsoft account as a standard Dynamics Customer Engagement Trial (opens new window).
# Connection setup
Establishing a connection to MDSFO in Workato consists of the following steps:
- Step 1: Register the Workato App in the Azure portal
- Step 2: Set up the application, user, roles, and privileges
- Step 3: Complete setup in Workato
# Step 1: Register the Workato App in the Azure portal (Microsoft Entra ID)
To connect to MDSFO on Workato, you must obtain the connection credentials by creating an application through Azure portal with the appropriate permissions.
Sign in to the Azure portal by using an account with administrator permission. You must use an account in the same Office 365 subscription (tenant) as you intend to register the app. For example, [email protected].
Register the Workato app in the Azure Portal
If you already have an application, use your existing application. Otherwise, complete the following steps to create a new app registration.
Sign in to the Azure portal (opens new window).
Select App registrations > + New registration, under Azure services.
Enter a unique name for the application and select a Supported account type.
Select Web from the Select a platform drop-down menu.
Enter https://www.workato.com/oauth/callback as the Redirect URI and select Register.
Register an app
Assign permissions to your app
In the navigation sidebar, select Manage > API permissions.
Click + Add a permission and select Dynamics ERP API.
Dynamic ERP
Select Delegated permissions, then check the permissions required. At minimum, the following permission is required to connect:
AX.FullAccess
Add additional permissions as required, according to your use case.
AX-full-access
Click Add permissions.
Generate an API key
This step is required for Authorization code grant connections only. If you plan to authenticate using client credentials, you can skip this step
Go to Manage > Certificates & Secrets > Client secrets and click + New client secret.
Provide a Description for the client secret and specify an expiry date.
Click Add. Copy and save this secret for use in Workato.
Obtain the Application (client ID) from the Azure portal
This step is required for authorization code grant connections only. If you plan to authenticate using client credentials, you can skip this step
In the Azure portal (opens new window), go to App registrations > Overview.
Copy the Application (client ID) for use in Workato.
Obtain the Directory (tenant) ID from the Azure portal
This step is required for client credentials connections only. If you plan to authenticate using authorization code grant, you can skip this step
Go to the Overview > Essentials section.
App details
Copy the Directory (tenant) ID for use in Workato.
# Step 2: Set up the application, user, roles, and privileges
Completer the following steps to set up the application, user, roles and privileges in MDSFO.
Set up the application registered in Azure
Click Modules and navigate to System administration > setup. Select Microsoft Entra ID applications.
Entra ID applications
Select New and paste the Client ID, which you can copy from the application registration in Azure.
Assign a Name, and add the User ID. This user should have the necessary roles and privileges for the entities that you need to access.
Click Save.
Standard view
Create a new user and assign roles and privileges for entities
Click Modules and go to System administration. Select Users and click New.
Users
Add the details, including the roles you plan to assign and click Save.
New record
Provide access and privileges to a specific entity
Complete the following steps to create a new role and assign it privileges. This is useful in situations where you don't plan to use prebuilt roles like Admin.
Click Modules from the left side. Go to Security configuration and click the Roles.
Click Create new and enter the new role name. Click OK.
New role name
Select the new role from the Roles list.
Click Privileges and select Add references. Search for the particular privileges and select the privilege.
Click OK.
Select privileges
Similarly, you can add whichever privileges you need by clicking on Add references.
Add references
After adding the privileges, you must publish the privileges.
Click Unpublished objects and select the Role from the Object type list and click Publish all
Publish objects
Add the role to your newly-created user
Go to Modules and select System administration.
Select Users then select the specific user from the User list.
Click on Assign roles and select one or more roles you plan to assign to the user from the Roles list and then click OK.
Role assignment
# Step 3: Complete setup in Workato
Workato supports the following types of connections to MDSFO:
- Authorization code grant authentication (OAuth 2.0)
- Client credentials-based authentication (OAuth 2.0)
The connection setup steps vary slightly depending on whether you plan to authenticate using
# Authorization code grant authentication (OAuth 2.0)
Complete the following steps to establish your MDSFO connection in Workato using authorization code grant authentication.
Install the MDSFO connector from the Community library
In Workato, navigate to the Community library and click Custom connectors.
Search for the MDSFO connector.
Click Install.
Click Accept and install.
Select Release connector to allow collaborators to use this connector in your Workspace. Alternatively, select Review code to review and modify the connector code before releasing it.
Summarize any changes you made to the connector, and click Release.
Click Create > Connection.
Search for and select Microsoft Dynamics Finance and Operations as your connection in the New connection page.
Provide a name for your connection in the Connection name field.
Use the Location drop-down menu to select the project where you plan to store the connection.
Select the Connection type you plan to use. Select Cloud for direct connections, or an On-prem group (opens new window) from the drop-down.
In the OAuth 2.0 grant type field select Authorization code as the connection type.
Provide your AD domain name. Your subdomain is provided by your MDSFO application administrator. If your Dynamics URL is https://abc.crm.dynamics.com/adfs, the subdomain is abc.crm.dynamics.com (opens new window). This step is mandatory for on-prem connections and optional for cloud connections.
Supply the Client ID and Client secretfor your app. Refer to the Register an app in Azure section to learn more.
Click Connect.
Connect MDSFO
# Client credentials-based authentication OAuth 2.0
Complete the following steps to establish your MDSFO connection in Workato using client credentials authentication.
Install the MDSFO connector from the Community library
In Workato, navigate to the Community library and click Custom connectors.
Search for the MDSFO connector.
Click Install.
Click Accept and install.
Select Release connector to allow collaborators to use this connector in your Workspace. Alternatively, select Review code to review and modify the connector code before releasing it.
Summarize any changes you made to the connector, and click Release.
Click Create > Connection.
Search for and select Microsoft Dynamics Finance and Operations as your connection in the New connection page.
Provide a name for your connection in the Connection name field.
Use the Location drop-down menu to select the project where you plan to store the connection.
Select the Connection type you plan to use. Select Cloud for direct connections, or an On-prem group (opens new window) from the drop-down.
In the OAuth 2.0 grant type field select Client credentials as the connection type.
Provide your AD domain name. Your subdomain is provided by your MDSFO application administrator. If your Dynamics URL is https://abc.crm.dynamics.com/adfs, the subdomain is abc.crm.dynamics.com. This step is mandatory for on-prem connections and optional for cloud connections.
Supply the Client ID and Client secret for your app into their corresponding fields in Workato. Refer to the Register an app in Azure section to learn more.
Supply the Directory (tenant) ID for your app into its corresponding field in Workato. Refer to the Register an app in Azure section to learn more.
Click Connect.
Connect MDSFO
# Supported resources
The MDSFO connector supports all the entities present in your instance.
Last updated: 12/17/2024, 12:44:37 AM