×
‹
›

Search

Connectors

Contact support

Helpdesk portal

MS Dynamics 365 F&O - Getting started in Peliqan

MS Dynamics 365 F&O - Getting started in Peliqan

Microsoft Dynamics 365 Finance & Operations (F&O) is an enterprise-grade ERP solution designed for medium to large organizations. It unifies financial management, supply chain, manufacturing, and operations in a single cloud platform. F&O helps businesses automate processes, gain real-time insights, ensure regulatory compliance, and scale globally with built-in intelligence and integration across the Microsoft ecosystem.

This article provides an overview to get started with the Microsoft Dynamics 365 F&O connector in Peliqan. Please contact support if you have any additional questions or remarks.

Content

  • Content
  • Before Connecting Dynamics 365 F&O in Peliqan
  • Create an App in Azure
  • Associate App User with Dynamics environment:
  • Add a connection in Peliqan to Microsoft Dynamics 365 F&O
  • Entity explorer
  • Bulk export
  • Need further help

Before Connecting Dynamics 365 F&O in Peliqan

Create an App in Azure

In order to connect Dynamics F&O in Peliqan, you have to create an app in Azure Portal. This is a so called “private” app. After entering all the details in Peliqan (client id, client secret, tenant id) etc. Peliqan will start syncing your data.

  1. Login to Azure Portal Account and click on App Registrations (or search for App Registrations):
    2. image
  2. Click on New Registration to register a single tenant application:
    3. image
  1. Provide details and click on Register:
    2. image
  2. On Overview, make sure to copy ClientId and TenantId:
    3. image
  1. To enable OAuth, click on Authentication > Add Platform > Click on Web:
    2. image
  1. A configure Web window will open, add following Redirect URL: https://oauth.peliqan.io To save click the button “Configure” at the bottom:
    2. image
  1. Add Permissions: select API Permissions > Add a permission > Dynamics ERP
    2. image
  1. Add Delegated permissions and Applications permissions as below:
    2. image
    image
  1. Grant Admin consent to the App:

image
image
  1. Get Client Secret: In left pane, click Certificates & Secrets > Client Secret > New Client Secret and provide details to get the client secret. Click on the Add button:

    2. NOTE: Client secret is only visible when created, make sure to copy and save it for future use. For the Peliqan Connection, you will need to provide the client secret.

    image
    image

Associate App User with Dynamics environment:

You have to associate the App we created with the Dynamics F&O Instance.

  1. Login to Admin Power Platform https://admin.powerplatform.microsoft.com/environments to see all Environments.
  2. Select the environment in which the F&O instance has been created.
  3. Make sure to copy Environment URL as it will be used to connect to the environment in Peliqan.
    4. image
  4. On the right pane under Access, click on S2S apps (Server to Server apps) to see all Application Users.
    5. image
  1. Create a New App User by clicking on New App User > Add an app
    • Select the “private” App you have created in Azure
    • Provide Business Unit same as in Environment URL
    • Provide Security Roles as System Administrator.
    • Click on Create
      • image

Add a connection in Peliqan to Microsoft Dynamics 365 F&O

In Peliqan, go to “Connections”, click on “Add new” and search for Dynamics F&O:

image

Configuration options:

  • Client ID: Client ID (App ID) of the Private App from Microsoft Azure Portal
  • Client Secret: Client secret of the Private App
  • Tenant ID: Tenant Id of the Private App
  • Resource URL: Resource URL of the F&O Instance
  • (Optional) select tables to sync under ‘Advanced’

image

Click on the button Connect Dynamics 365 Finance and Operations(AX) to initiate the oAuth Flow and Authorize access. Once the connection is added, the data pipeline will automatically be created and data will start syncing to your data warehouse.

Entity explorer

You can use the below data app in Peliqan to browse all your entities in F&O and find their primary keys. This is need to add extra entities to the pipeline for syncing.

‣
Click to expand script

Bulk export

For large datasets, you can use a custom pipeline in Peliqan to do scheduled bulk exports, using a DMF (Data Management Framework) Export Project defined in Dynamics F&O. See below script which implements a custom pipeline.

‣
Click to expand script

Make sure to create a DMF Export Project in Dynamics F&O first. In Dynamics F&O, go to Data Management > Export and create a new project:

image

Add multiple entities for export, choose CSV as data format. Example:

image

Need further help

Please contact our support for any further assistance via support@peliqan.io.