Saturday, September 28, 2024

App Registration in Azure for D365fo Integrations

  Scenario:-Today we see in this blog how to create App Registration in Azure for D365fo integrations that might be import integration or export integration like (Odata, Recurring  integrations, BatchPackageApi, Virtual enitity for Dataverse etc).

Note:-Not every integration in D365fo need app registration some time we can achieve integration without app registration like(Byod,Bussiness events..etc).

Step1:-Go to Portal.Azure.com and login with your credentials

Step2:-In Search bar search for  App Registrations and click on App Registrations with icon same  as shown in below image

Step3:-Then click on the new registration

Step4:-Then give all the details like name , permissions  and in Redirect url choose Web and choose D365fo url then click on register.

Step5:-Once you register then you can see App id,Tenant id copy details which can be useful in further then click on App Permissions

Step6:-After that click  on Add permission

Step7:-Then choose your application in our case it is Dynamics ERP

Step8:-Then Click on Delegated Permissions and choose what Data you want to extract like custom service or Odata 

Step9:-Then click on Application Permissions and choose connector.fullaccess

Step10:-Then click on Grant consent for Admin

Step11:-Now click on Certificates  & Secrets and choose new client secret and give name and expiry of Secret.

Step12:-Now after that copy secret immediately because once you close this window it will disappear and locked cant see further .This works in similar to Azure devops project creation

Step13:-Now go to Overview page and copy Application id 

Note:-Here Note that Application Id or App Id or Client Id are same 

Step14:-Now go to D365 F&O and navigate to System Administration > Microsoft entra ID Applications. Click on Microsoft entra ID Applications

Step15:-Add new 

Step16:-Now add your details which you created in Azure and choose User Id

That's all now you can start integrating with  D365fo


Keep Daxing!!


Monday, August 26, 2024

Business events

 Scenario:-In this blog I will show you how to share json data from d365fo to mail by using business events

Step1:-First of open logic app and add a trigger point fin & ops then choose when a bussinesseventOccurs trigger

Note:-Save the trigger.

Step2:-Whenever we save the trigger in azure a new endpoint will be added in business event catalog in d365fo

Step3:-Go to Purchase order confirmed business events and download payload for future references

Step4:-Use parse json in logic apps as json data which ever we received can't be use directly

Step5:-Now use fin & ops connector and choose list items present in table connector 

Note:- we use this connector because we can't get entire data in business events because firing time and load may effects. This is why we use list items present in table connector .its a OData query again

Step6:-Take foreach loop and choose line data now by passing enough filters and cross query true

Step7:-now use data operations and choose select for map tabular data

Step8:-Compose output and send to mail

Step9:-Now open d365fo create a purchase order and confirm the purchase order

Step10:-Open mail and check for new message



Keep Daxing!!

Friday, August 23, 2024

Byod integration with d365fo to make powerbi dashboards

 Scenario:- I need to use Byod and send dataset to powerbi and make dashboard for analyzing of data

Step1:-Go to Azure and search for azuresql 

Step2:-Click on azuresql yow will navigate to page shown as below

Step3:-Click on create and fill all necessary details by choosing sql databases then resource group, subscription

and server name ,passwords as shown in image below

Step4:-Once deployment finishes go to resources then in overview page set firewall and allow selected networks



Step5:-Under settings>connections strings copy sql ado.net connector connection string

Step6:-Go to d365fo and open Datamangement choose configure entity export to database

Step7:-create new by giving a new unique name and give connection here and validate .On successful validation you will get a confirmation message

Step8:-click on Publish then you need to choose entity and after publish you will get a confirmation message in notifications as shown in below

Step9:-Enable change tracking for entity you choose for future reference in case you want to do incremental push

Step10:-create a export project and choose your recently published name and add.

Step10:-Export the data project

Step11:-After exporting go to azure sql in azure and open query editor and use a select statement and see data whether exported or not

Step12:-Under Power platform section  choose powerbi and click on login

Step13:-Click on the file it will navigate to powerbi desktop application sign in with credentials

Step14:-Click on connect then dataset will be loaded as shown in below

Step15:-create beautiful dashboards for analyzing data 

Step16:-And I have done a best dashboard previously Titanic disaster as shown in below


Note:-In this way you can convert d365fo tabular data into pictorial representation of data by Powerbi.


Keep Daxing!!


computed column in Dataentity

synatx:-    public static server str methodname()   {       str purchid=SysComputedColumn::returnField(dataentityviewstr(Dataentityname),d...