Microsoft Dynamics 365 Finance and operations

Overview

Morescope integrates with Dynamics 365 Finance & Operations using:

• Microsoft Entra ID (Azure AD) App Registration
• OAuth 2.0 client credentials flow
• Dynamics 365 Finance OData APIs
• Posted accounting data via BI entities (recommended by Microsoft)

The integration is read-only and does not modify data in your Finance environment.

Prerequisites

Before starting, ensure you have:

• A running Dynamics 365 Finance & Operations environment
• Access to Microsoft Entra ID
• A user with:
  • Azure tenant admin permissions (for consent)
  • Finance system administrator permissions (for user & role setup)

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Application Details (Provided by Morescope)

Morescope has already created the Azure App Registration used for the integration.

• Application 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)
• ‍Permission: Connector.FullAccess  (Application permission)

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Step 1: Approve the Enterprise Application (Admin Consent)


A tenant administrator must approve the application in your Azure tenant!

1. Locate your Tenant ID

• Azure Portal → Microsoft Entra ID
• Copy the Tenant ID

2. Grant consent

Open the following URL in a browser:

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

Replace {TENANT_ID} with your actual tenant ID.

After approval, you will be redirected to www.morescope.com.

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3. Verify

In Azure Portal → Microsoft Entra ID → Enterprise applications

Confirm that Morescope Dynamics ERP Integration is listed.

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Step 2: Create or Verify the Finance Service User

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Dynamics 365 Finance requires a user that is linked to the Entra ID application.

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System administration → Users → Users

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Create or verify a service user (recommended):

• User ID: dxadmin
• User name: DXCadmin (or similar)
• Authentication provider: Azure Active Directory
• Linked Entra ID: Morescope Dynamics ERP Integration

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Step 3: Assign Required Roles

Assign the following roles to the service user:

• System administrator
• System user

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These roles are required to:

• Access OData endpoints
• Read data entities
• Query accounting data

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Step 4: Assign Legal Entities (Companies)

‍This step controls which companies are shared with Morescope!

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System administration → Users → Users → Select dxadmin → Assign organizations

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What to do

• Select Grant access to specific organizations individually
• Choose All legal entities (recommended), or
• Explicitly select the companies that should be shared (e.g. 200, 201, 208)

Important

• Azure App Registration does not control company access
• Legal entity access is defined only here
• If a company is not assigned, its data will never be returned via the API

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Step 5: Default Company (Company Field)

On the user form you will see a Company dropdown.

What this field does

• Sets the default legal entity context
• Does not grant or restrict access to other companies

Best practice

• Leave it empty, or
• Set it to a main / technical company

Changing this value only affects which company is used by default if no company context is specified in API calls.

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Data entities availability

Morescope uses standard Microsoft-provided BI entities (e.g. VendTransBiEntities) which are available by default in Dynamics 365 Finance & Operations environments. These entities do not require manual publishing.

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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!

Setup Connection inside Morescope Application

1. Navigate to “Data” in the left side menu

2. Click "Set up integration" under Microsoft Dynamics Finance & Operations
3. Insert your Dynamics Finance & Operations company IDs you want to integrate and “Azure Tenant ID” (you can insert one or many separated by a comma)
4. Click “Authenticate and activate integration”
5. After clicking the button a check is made to see that the credentials given are correct. You should see a popup and the card saying “Authenticating credentials"

After the authentication is finished (usually takes about 30 seconds) you will see the card change to "Verified Credentials". You will also get a popup in the top right saying that the authentication was completed.
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Congratulations. You are integrated!

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If you do not see or do not know your Azure Tenant ID please ask your cloud administrator.

‍Contact Morescope Support

If you run into any issues, contact your Morescope onboarding representative for guidance or troubleshooting support.

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