Integrations / ERP / Microsoft Dynamics 365 Finance & Operations

Microsoft Dynamics 365 Finance & Operations

A data source for your Jourier workspace. Paste the credentials from your account.

Category
ERP
Set-up
Self-service
Credentials
OAuth 2.0
Modules
Custom builds
Notes
OData and custom-service endpoints use OAuth 2.0 client credentials (service-to-service, shared secret), which is pasteable — no interactive redirect needed. Customer must register an Entra app, grant Dynamics ERP permissions, and register the client ID in F&O with a service-account user. Field names are interpreted from the docs (page says Client Id, secret key, tenant sign-in URL, resource URI), hence medium.

What you need at hand

FieldWhere it comes from
Microsoft Entra tenantYour organization's Microsoft Entra ID tenant, for example contoso.onmicrosoft.com.
Client IDApplication (client) ID of the app registered in Microsoft Entra ID and added under System administration > Setup > Microsoft Entra applications in Finance and Operations.
Client secretSecret key created for the registered Microsoft Entra application. Shown only once at creation.
Environment URLBase URL of your Finance and Operations environment; used as the OAuth resource, without a trailing slash.

Connect Microsoft Dynamics 365 Finance & Operations.

Pick it at sign-up, or add it later from the workspace. Free for a month.