If you wish to set up Microsoft Dynamics 365 Business Central on the RootFi Portal, you will need to follow the steps outlined below.


Your customer needs to have verified their company domain in order for them to link their Microsoft Dynamics 365 Business Central integration

Part 1: Create an App

Follow the link https://portal.azure.com/#view/Microsoft_AAD_RegisteredApps/ApplicationsListBlade

Click on the +New Registration, you will see a form like this.

  1. Enter the user-facing display name for this application (this can be changed later).
  2. Select Supported account types: Select Accounts in any organisational directory (Any Azure AD directory - Multi-tenant) and personal Microsoft accounts (e.g. Skype, Xbox). This allows RootFi to access data in Dynamics 365 Business Central.
  3. In the Redirect URI, select the dropdown value as Web and in the value, paste the url, https://integrate.rootfi.dev/oauth/callback
  4. Now Click the Register Button, now you have created an app.
  5. Below, You can see the newly created app.

Part 2: Copy Client ID and Client Secret

  1. Click on the newly created app, Go to the Overview section, you can see the Application Client ID similar to 38b55dff-140c-4602-abb5-d13dc644.

Client ID MS Dynamics

Part 3: Generate and retrieve your client secret

In the Azure Portal:

  1. Select Certificates & secrets in the left menu.
  2. Under Client secrets, click New client secret.
  3. In the Add a client secret dialogue, update the following information:
  4. Description: Enter a short description of your client secret to make it easier to find.
    Expires: Select the most appropriate option that complies with your company’s security policy.
    Click Add.

Your client secret is generated and displayed at the bottom of the page.

Important

The secret value won’t be displayed again in full, so you must copy the value as soon as it gets generated.

Part 4: Update access permissions

Now update the access permissions for your application. These control the data that your app can access in Business Central.

  1. Select API permissions in the left menu.
  2. Under Configured permissions, click Add permission.
  3. In the Request API permissions pane, scroll down and select Dynamics 365 Business Central.
  4. Select Delegated permissions and also select the first two listed permissions:
    user_impersonation and Financials.ReadWrite.All

Permissions

  1. Click ‘Add Permissions’.
  2. Above the listed permissions, select Grant admin consent for Default Directory and then select Yes to confirm your change. This option might not be available for all subscription types

Part 5: Enter Your Client ID and Client Secret on the RootFi Dashboard

  1. Login to the RootFi dashboard.
  2. Select the ‘Integrations’ tab on the sidebar - here you will see a list of platforms you can integrate with.
  3. Click the ‘Set Up’ button on the MS Dynamics 365 card.
  4. When the form opens up simply enter the ‘Client ID’ and ‘Client Secret’ that you generated and click ‘Save’.