MS Dynamics

Table of Contents:

• App information
• Preprequisits
• Step 1: Install & Consent the Enterprise App
• Step 2: Register the App in Dynamics 365 Finance
• Step 3: Publish Data Entities
• Step 4: Provide Tenant and Instance Information
• Troubleshooting
• Summary

Application Information

• App Name: Morescope AS Dynamics 365 FO Integration
  
  
• Application (Client) ID: e594856f-df39-4ea5-95f1-01736ab148b8
  
  
• Resource App ID: 00000015-0000-0000-c000-000000000000 (Dynamics ERP)
  
  
• Required App Role: Connector.FullAccess
  
  

Prerequisites

Ensure you have:

• An Azure AD Global Administrator or Privileged Role Administrator in the Azure AD tenant where your Dynamics 365 FO environment resides.
• An operational Dynamics 365 Finance and Operations instance provisioned within that Azure AD tenant.

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Step 1: Install & Consent the Enterprise App

1. Create Admin Consent URL:
   
   

Replace {Tenant_ID} with your Azure AD Tenant ID (found in Azure Portal → Entra ID → Overview):

https://login.microsoftonline.com/{Tenant_ID}/adminconsent?client_id=e594856f-df39-4ea5-95f1-01736ab148b8&redirect_uri=https://www.morescope.com/

2. Admin Consent Approval:
   
   

• An Azure AD admin must open the above URL.
  
  
• Admin will be prompted to approve the permissions requested by the app.
  
  
• Upon successful consent, the admin will be redirected to https://www.morescope.com/.
  
  

3. Verify Enterprise Application Installation:
   
   

• Navigate to Azure Portal → Entra ID → Enterprise Applications.
  
  
• Search for "Morescope AS Dynamics 365 FO Integration" to verify successful registration.
  
  

🔑 Note: If an error occurs regarding missing service principals for Dynamics ERP or Microsoft Graph, refer to the troubleshooting section below.

Step 2: Register the App in Dynamics 365 Finance

1. Log in to your Dynamics 365 Finance and Operations environment.
   
   
2. Navigate to System administration → Setup → Azure Active Directory applications.
   
   
3. Click + New and enter the following:
   
   
   
   • Client ID: e594856f-df39-4ea5-95f1-01736ab148b8
     
     
   • User ID: (Optional) Assign a specific service account or leave blank for global app access.
     
     
   • Company: (Optional) Restrict the integration to a specific legal entity.
     
     
4. Click Save.
   
   

Step 3: Publish Data Entities

To enable data access via OData, publish necessary data entities:

1. Navigate to Data Management → Data Entities.
   
   
2. Select the entities required:
   
   

1. Supplier & Vendor Data (VendorsV3)
2. Financial & Spending Data (VendorInvoices, VendorInvoiceLines, LedgerJournalHeaders, LedgerJournalLines)
3. Employee & Travel Expenses (ExpenseReports)
4. Dimensions & Labeling (FinancialDimensionSet, FinancialDimensionValue)
   
   

3. Click Publish.
   
   

Step 4: Provide Tenant and Instance Information

Please provide Morescope with the following details:

• Your Azure AD Tenant ID.
  
  
• Your Dynamics 365 FO Environment URL:
  
  

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Example:

https://<your-instance>.operations.dynamics.com

As of now, this information is required to finalize integration setup and testing.

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Troubleshooting

Error: "Could not grant admin consent"

This usually indicates missing service principals. Resolve by manually creating service principals using Azure CLI or PowerShell:

Azure CLI:

az login

az ad sp create --id 00000003-0000-0000-c000-000000000000    # Microsoft Graph

az ad sp create --id 00000015-0000-0000-c000-000000000000  # Dynamics ERP

Then retry granting admin consent in Azure Portal.

Missing "Connector.FullAccess" Permission

Under Azure AD App Registration → API Permissions → Dynamics ERP → Application permissions, ensure Connector.FullAccess is selected. This is mandatory for service-to-service integration.

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Summary

That should be it! Once completed, please confirm back with us to proceed with the testing and activation phase. Should you have any questions or require further assistance, don't hesitate to reach out.

Thank you very much for your cooperation!