How to connect to D365 Finance [Video Tutorial]

Connecting to D365 Finance via Rapidi: A Step-by-Step Guide

Connecting to D365 Finance through Rapidi involves a series of steps across Azure, D365 Finance, and Rapidi. Here's a concise guide to setting up the connection.


Step 1: Azure Configuration

  1. Create a New App: Begin by creating a new app in Azure. Register the app by providing a name.
  2. API Permissions: Add API permissions by selecting Dynamics CRP. Choose both delegated and application permissions, and grant admin consent where necessary.
  3. Certificates and Secrets: Generate a client secret or key. Note the value immediately, as it will be hidden once you navigate away from the screen. This secret is crucial for the connection.

Step 2: D365 Finance Setup

  1. System Administration Module: Navigate to the system administration module in D365 Finance.
  2. Add Client ID: Create a new ID application, input the client ID from Azure, assign a name, and specify the user (e.g., admin). Save and refresh to confirm the app has been created correctly.

Step 3: Rapidi Configuration

  1. Connection Type: Use the AXODATA connection type with Azure AD authentication.
  2. Environment URL: Input your environment URL, which serves as the server connect.
  3. Company and User Details: Specify the company name. Use the application ID from Azure as the user ID, the client secret as the password, and the tenant ID as the domain.
  4. Resource and Metadata URLs: Set these to your environment URL, appending $metadata to the metadata URL. Enable SSL and save the configuration.

Testing and Maintenance

  • Test Connection: Verify the setup by testing the connection to ensure successful connectivity.
  • Layout Reading: Allow time for the system to read the layout, which varies based on the number of tables and fields.
  • Client Secret Expiry: Monitor the client secret's expiration. Upon expiry, generate a new secret in Azure, update the password field, and save the connection to maintain functionality.