To create a connection between Dynamics 365CE and Dynamics 365FO, setting up integration between Dynamics 365CE and Dynamics 365FO is required. In the current article, you can find a step-by-step instruction how to do this.


1. On the Finance and Operations page, click the icon with three lines to open a navigation pane.



2. On the navigation pane under Modules, click Lasernet, and then under Dynamics 365CE, click Lasernet 356CE Setup.



3. On the page displayed, click the Create with wizard button.



4. On the page displayed, click the Next button to proceed.



As a prerequisite for creating the integration between Dynamics 365CE and Dynamics 365FO, an App Registration in Azure is required. Thus, the next step is creating an App Registration in Azure Active Directory. To do this, follow the steps listed below.


5. Go to the Microsoft Azure Portal http://portal.azure.com and log in with your account credentials.


6. In Microsoft Azure, click Azure Active Directory which is available on the left panel.


7. In the Azure Active Directory overview area, click App registrations, and then click the New registration button.



8. On the Register an application page, type an application name, and then click the Register button.



9. On the app registration page that displays, click the Copy to clipboard button, and paste the value into the fields in Finance and Operations as it is shown on the picture below:



10. Go to your Microsoft Dynamics 365 Customer Engagement environment and paste the Application (client) ID value you have just copied to the Application ID text box of the application user record.



Note


To give the application you are currently registering in Microsoft Azure Portal a permission to query the Microsoft Dynamics 365 Customer Engagement system on behalf of a definite user, you are to specify the unique Application ID for this user in Microsoft Dynamics 365 Customer Engagement. As a result, when running a report, this ID is to be sent to the Microsoft Dynamics 365 Customer Engagement system. If there is no corresponding record in Microsoft Dynamics 365 Customer Engagement, this system does not respond to the request.


To have this record in the Microsoft Dynamics 365 Customer Engagement system, an application user is to be created. As a result, this user is allowed to fetch data from this system.


An application user can be created in the Microsoft Dynamics 365 Customer Engagement System: Sales -> Settings -> Security -> Users. On the Users page, first, switch the view to Application Users, click the New button, and then fill in data to the required fields as it is shown on the screenshot above.


11. Switch to Microsoft Azure, and on the app registration page, click Authentication which is available on the left panel.


12. Copy a value from the Redirect URL text box and paste it to the Sign-On URL (Reply URL) text box in Finance and Operations.



13. Switch to Microsoft Azure, and on the app registration page, click Manifest which is available on the left panel.


14. Change a value of oauth2AllowUrlPathMatchingt to true. Once you are done, click the Save button.



15. On the app registration page, click Certificates & secrets which is available on the left panel.


16. Afterwards, click the New client secret button. With the panel displayed, type a client secret description in the corresponding text box, and then click the Add button.



17. Once you have added a new client secret, click the Copy to clipboard button within its record, and paste the value into the field in Finance and Operations as it is shown on the picture below:



18. Switch to Microsoft Azure, and on the app registration page, click API permissions which is available on the left panel, and then click the Add a permission button.


19. On the Select an API page, click Dynamics CRM.


20. On the Dynamics CRM page, select the user_impersonation check box. Once you are done, click the Add permissions button.



21. Switch back to in Finance and Operations, make sure the required fields are filled in, and then click Next.



22. On the next step, run the D365CE Consent as well as the D365FO Consent to allow the application to access your Finance and Operations resources based on your identity information. To this end, first, click the Run D365CE Consent link, and then sign in to your account and follow the on-screen prompts that appear. Afterwards, click the Run D365FO Consent link and follow the on-screen prompts that appear. Once you are done, click Next.



23. Switch to Microsoft Dynamics 365 Customer Engagement. On the Sales menu, click the down-pointed arrow to show the navigation menu flyout, and then under the Settings flyout, click Customizations in the Customization list. Afterwards, click Developer Resources. On the page displayed, use a value in the Service Root URL to paste it in the corresponding fields in Finance and Operations as it is shown on the picture below. Once you are done, click Next.



24. On the page displayed, make sure all the toggle buttons are switched to Yes. Once you are done, click Next.



25. Click Finish to complete the operation.



Once you are done with creating a connection between Dynamics 365CE and Dynamics 365FO, you can then set a connection ID based on the authentication information. To this end, in Finance and Operations, click the icon with three lines to open a navigation pane. On the navigation pane under Modules, click Lasernet, and then under Setup, click Connections.



One more possible action you can perform afterwards is create a report using the Class type. To this end, in Finance and Operations, click the icon with three lines to open a navigation pane. On the navigation pane under Modules, click Lasernet, and then under Common, click Reports.