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| Original file line number | Diff line number | Diff line change |
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| --- | ||
| title: 'Microsoft Dynamics 365 Finance and Operations (Client Credentials)' | ||
| sidebarTitle: 'Microsoft Dynamics 365 F&O (Client Credentials)' | ||
| description: 'Integrate your application with the Microsoft Dynamics 365 Finance and Operations API using Client Credentials' | ||
| --- | ||
|
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| ## 🚀 Quickstart | ||
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| Connect to Microsoft Dynamics 365 Finance and Operations (Client Credentials) with Nango and see data flow in 2 minutes. | ||
|
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| <Steps> | ||
| <Step title="Create the integration"> | ||
| In Nango ([free signup](https://app.nango.dev)), go to [Integrations](https://app.nango.dev/dev/integrations) -> _Configure New Integration_ -> _Microsoft Dynamics 365 Finance and Operations (Client Credentials)_. | ||
| </Step> | ||
| <Step title="Authorize Microsoft Dynamics 365 Finance and Operations (Client Credentials)"> | ||
| Go to [Connections](https://app.nango.dev/dev/connections) -> _Add Test Connection_ -> _Authorize_, then enter your **Tenant ID**, **Environment URL**, **Client ID**, and **Client Secret**. Later, you'll let your users do the same directly from your app. | ||
| </Step> | ||
| <Step title="Call the Microsoft Dynamics 365 Finance and Operations API"> | ||
| Let's make your first request to the Microsoft Dynamics 365 Finance and Operations OData API (list the data entities available in the environment). Replace the placeholders below with your [secret key](https://app.nango.dev/dev/environment-settings), [integration ID](https://app.nango.dev/dev/integrations), and [connection ID](https://app.nango.dev/dev/connections): | ||
| <Tabs> | ||
| <Tab title="cURL"> | ||
|
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| ```bash | ||
| curl "https://api.nango.dev/proxy/data" \ | ||
| -H "Authorization: Bearer <NANGO-SECRET-KEY>" \ | ||
| -H "Provider-Config-Key: <INTEGRATION-ID>" \ | ||
| -H "Connection-Id: <CONNECTION-ID>" | ||
| ``` | ||
|
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| </Tab> | ||
|
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| <Tab title="Node"> | ||
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| Install Nango's backend SDK with `npm i @nangohq/node`. Then run: | ||
|
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| ```typescript | ||
| import { Nango } from '@nangohq/node'; | ||
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| const nango = new Nango({ secretKey: '<NANGO-SECRET-KEY>' }); | ||
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| const res = await nango.get({ | ||
| endpoint: '/data', | ||
| providerConfigKey: '<INTEGRATION-ID>', | ||
| connectionId: '<CONNECTION-ID>' | ||
| }); | ||
|
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| console.log(res.data); | ||
| ``` | ||
| </Tab> | ||
|
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| </Tabs> | ||
| Or fetch credentials with the [Node SDK](/reference/sdks/node#get-a-connection-with-credentials) or [API](/reference/api/connection/get). | ||
|
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| ✅ You're connected! Check the [Logs](https://app.nango.dev/dev/logs) tab in Nango to inspect requests. | ||
| </Step> | ||
|
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| <Step title="Implement Nango in your app"> | ||
| Follow our [Auth implementation guide](/guides/primitives/auth) to integrate Nango in your app. | ||
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| To obtain your own production credentials, follow the [connect guide](/api-integrations/microsoft-dynamics-365-finance-and-operations-cc/connect) linked below. | ||
| </Step> | ||
| </Steps> | ||
|
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| ## 📚 Microsoft Dynamics 365 Finance and Operations (Client Credentials) Integration Guides | ||
|
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| Nango maintained guides for common use cases. | ||
|
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| - [How do I link my account?](/api-integrations/microsoft-dynamics-365-finance-and-operations-cc/connect) | ||
| Find your Tenant ID, Environment URL, Client ID, and Client Secret to connect Microsoft Dynamics 365 Finance and Operations | ||
|
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| Official docs: [Service endpoints overview](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/services-home-page) | ||
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| ## 🧩 Pre-built syncs & actions for Microsoft Dynamics 365 Finance and Operations (Client Credentials) | ||
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| Enable them in your dashboard. Extend and customize to fit your needs. | ||
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| import PreBuiltUseCases from "/snippets/generated/microsoft-dynamics-365-finance-and-operations-cc/PreBuiltUseCases.mdx" | ||
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| <PreBuiltUseCases /> | ||
|
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| ## API gotchas | ||
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| - You don't need to set a `scope` yourself — Nango generates it from the **Environment URL** you provide when connecting, and uses that same URL as the API base URL. | ||
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| --- |
| Original file line number | Diff line number | Diff line change |
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| @@ -0,0 +1,78 @@ | ||
| --- | ||
| title: 'Microsoft Dynamics 365 Finance and Operations (Client Credentials) - How do I link my account?' | ||
| sidebarTitle: 'Microsoft Dynamics 365 F&O (Client Credentials) Connect' | ||
| --- | ||
|
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| # Overview | ||
|
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| To connect Microsoft Dynamics 365 Finance and Operations (Client Credentials) in Nango, you need to provide: | ||
|
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| 1. **Tenant ID** — The unique identifier for your organization that uses Microsoft services. | ||
| 2. **Environment URL** — The domain of your Finance and Operations environment. | ||
| 3. **Client ID** — The unique identifier that Azure assigns to your application when it's registered. | ||
| 4. **Client Secret** — A unique string that enables the application to access Microsoft Dynamics 365 Finance and Operations without a signed-in user. | ||
|
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| This guide will walk you through generating and finding these credentials within Azure. | ||
|
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| ### Prerequisites | ||
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| - You must have an active Microsoft Entra ID (Azure AD) account with access to a Finance and Operations environment, and permission to grant admin consent for application permissions. | ||
|
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| ### Step 1: Finding your Tenant ID | ||
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| 1. Your Tenant ID can be found in the **Tenant ID** field on the [Overview page](https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/Overview) within your Azure account. | ||
| <img src="/integrations/all/microsoft-business-central/tenant_id.png" /> | ||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. P3: Several screenshots in this setup guide still point to missing assets from other integrations, so most of the page will show broken images. Updating these paths to the Finance and Operations screenshots would make the guide render correctly. Prompt for AI agents |
||
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| ### Step 2: Finding your Environment URL | ||
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| Sign in to your Finance and Operations environment, then copy its domain from the browser's address bar — everything after `https://` and before the first `/` (for example, `mycompany.operations.dynamics.com`). | ||
|
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| ### Step 3: Generating your Client ID | ||
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| 1. Navigate to the [Azure portal home page](https://portal.azure.com/#home) and sign in using the credentials of an administrator. | ||
| 2. Select **App registrations**. | ||
| <img src="/integrations/all/microsoft-business-central/app_registration.png" /> | ||
| 3. Select **New registration**. | ||
| <img src="/integrations/all/microsoft-business-central/new_registration.png" /> | ||
| 4. In the **Register an application** section, enter a meaningful application name to display to users. Select who can use this application based on your environment and click **Register**. | ||
| <img src="/integrations/all/sharepoint-online-oauth2-cc/register_new_app.png" /> | ||
| 5. Once you have registered your application, your **Client ID** will be displayed in the **Application (client) ID** field within the **Essentials**. | ||
| <img src="/integrations/all/sharepoint-online-oauth2-cc/client_id.png" /> | ||
|
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| ### Step 4: Generating your Client Secret | ||
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| 1. After registering a new app in the [step above](#step-3-generating-your-client-id), navigate to **Certificates & secrets** under **Manage**, and click **New client secret**. | ||
| 2. A pop-up modal will appear, prompting you to enter your secret's **Description** and **Expires** values. Fill these then click on **Add**. | ||
| <img src="/integrations/all/sharepoint-online-oauth2-cc/client_secret.png" /> | ||
| 3. Once completed, your **Client Secret** will be generated. This value can be found in the **Value** field within the **Client Secrets** table. | ||
| <img src="/integrations/all/sharepoint-online-oauth2-cc/gen_client_secret.png" /> | ||
| 4. After generating the **Client Secret**, you must grant the registered application the necessary permissions. Navigate to **API permissions**, select **Add a permission**, select **APIs my organization uses**, and search for **Microsoft Dynamics ERP** (app ID URI `Microsoft.ERP`). | ||
| 5. From the displayed list, choose **Application permissions** (not Delegated permissions — there is no signed-in user in this flow), select the required permissions, click **Add permissions**, then select **Grant admin consent for [tenant]**. | ||
| <img src="/api-integrations/microsoft-dynamics-365-finance-and-operations-cc/permissions.png" /> | ||
|
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| ### Step 5: Registering the application inside Finance and Operations | ||
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| 1. Sign in to your Finance and Operations environment as an administrator. | ||
| 2. In the search bar, search for **Microsoft Entra ID applications** and open it. | ||
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| <img src="/api-integrations/microsoft-dynamics-365-finance-and-operations-cc/dashboard.png" /> | ||
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| 3. Select **New**, then enter the **Client ID** from the step above and set **User ID** to `Admin`. | ||
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| <img src="/api-integrations/microsoft-dynamics-365-finance-and-operations-cc/setting_client.png" /> | ||
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| 4. Save the record, then select it and enable it. | ||
|
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| ### Step 6: Enter credentials in the Connect UI | ||
|
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| Once you have your credentials: | ||
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| 1. Open the form where you need to authenticate with Microsoft Dynamics 365 Finance and Operations (Client Credentials). | ||
| 2. Enter the **Tenant ID**, **Environment URL**, **Client ID**, and **Client Secret** in their designated fields. | ||
| 3. Submit the form, and you should be successfully authenticated. | ||
|
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| <img src="/api-integrations/microsoft-dynamics-365-finance-and-operations-cc/form.png" style={{maxWidth: "450px" }}/> | ||
|
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|
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| You are now connected to Microsoft Dynamics 365 Finance and Operations (Client Credentials). | ||
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,85 @@ | ||
| --- | ||
| title: 'Microsoft Dynamics 365 Finance and Operations' | ||
| sidebarTitle: 'Microsoft Dynamics 365 Finance and Operations' | ||
| description: 'Integrate your application with the Microsoft Dynamics 365 Finance and Operations API' | ||
| --- | ||
|
|
||
| ## 🚀 Quickstart | ||
|
|
||
| Connect to Microsoft Dynamics 365 Finance and Operations with Nango and see data flow in 2 minutes. | ||
|
|
||
| <Steps> | ||
| <Step title="Create the integration"> | ||
| In Nango ([free signup](https://app.nango.dev)), go to [Integrations](https://app.nango.dev/dev/integrations) -> _Configure New Integration_ -> _Microsoft Dynamics 365 Finance and Operations_. | ||
| </Step> | ||
| <Step title="Authorize Microsoft Dynamics 365 Finance and Operations"> | ||
| Go to [Connections](https://app.nango.dev/dev/connections) -> _Add Test Connection_ -> _Authorize_, then enter your **Tenant ID** and **Environment URL**, and log in to Microsoft Dynamics 365 Finance and Operations. Later, you'll let your users do the same directly from your app. | ||
| </Step> | ||
| <Step title="Call the Microsoft Dynamics 365 Finance and Operations API"> | ||
| Let's make your first request to the Microsoft Dynamics 365 Finance and Operations OData API (list the data entities available in the environment). Replace the placeholders below with your [secret key](https://app.nango.dev/dev/environment-settings), [integration ID](https://app.nango.dev/dev/integrations), and [connection ID](https://app.nango.dev/dev/connections): | ||
| <Tabs> | ||
| <Tab title="cURL"> | ||
|
|
||
| ```bash | ||
| curl "https://api.nango.dev/proxy/data" \ | ||
| -H "Authorization: Bearer <NANGO-SECRET-KEY>" \ | ||
| -H "Provider-Config-Key: <INTEGRATION-ID>" \ | ||
| -H "Connection-Id: <CONNECTION-ID>" | ||
| ``` | ||
|
|
||
| </Tab> | ||
|
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||
| <Tab title="Node"> | ||
|
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| Install Nango's backend SDK with `npm i @nangohq/node`. Then run: | ||
|
|
||
| ```typescript | ||
| import { Nango } from '@nangohq/node'; | ||
|
|
||
| const nango = new Nango({ secretKey: '<NANGO-SECRET-KEY>' }); | ||
|
|
||
| const res = await nango.get({ | ||
| endpoint: '/data', | ||
| providerConfigKey: '<INTEGRATION-ID>', | ||
| connectionId: '<CONNECTION-ID>' | ||
| }); | ||
|
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| console.log(res.data); | ||
| ``` | ||
| </Tab> | ||
|
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||
|
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| </Tabs> | ||
| Or fetch credentials with the [Node SDK](/reference/sdks/node#get-a-connection-with-credentials) or [API](/reference/api/connection/get). | ||
|
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| ✅ You're connected! Check the [Logs](https://app.nango.dev/dev/logs) tab in Nango to inspect requests. | ||
| </Step> | ||
|
|
||
| <Step title="Implement Nango in your app"> | ||
| Follow our [Auth implementation guide](/guides/primitives/auth) to integrate Nango in your app. | ||
|
|
||
| To obtain your own production credentials, follow the setup guide linked below. | ||
| </Step> | ||
| </Steps> | ||
|
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| ## 📚 Microsoft Dynamics 365 Finance and Operations Integration Guides | ||
|
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| Nango maintained guides for common use cases. | ||
|
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| - [How to register your own Microsoft Dynamics 365 Finance and Operations API OAuth app](/api-integrations/microsoft-dynamics-365-finance-and-operations/how-to-register-your-own-microsoft-dynamics-365-finance-and-operations-api-oauth-app) | ||
| Register an OAuth app with Microsoft Entra ID and obtain credentials to connect Microsoft Dynamics 365 Finance and Operations to Nango | ||
|
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| - [How do I link my account?](/api-integrations/microsoft-dynamics-365-finance-and-operations/connect) | ||
| Find your Tenant ID and Environment URL to connect Microsoft Dynamics 365 Finance and Operations | ||
|
|
||
| Official docs: [Service endpoints overview](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/services-home-page) | ||
|
|
||
| ## 🧩 Pre-built syncs & actions for Microsoft Dynamics 365 Finance and Operations | ||
|
|
||
| Enable them in your dashboard. Extend and customize to fit your needs. | ||
|
|
||
| import PreBuiltUseCases from "/snippets/generated/microsoft-dynamics-365-finance-and-operations/PreBuiltUseCases.mdx" | ||
|
|
||
| <PreBuiltUseCases /> | ||
|
|
||
| --- |
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,38 @@ | ||
| --- | ||
| title: 'Microsoft Dynamics 365 Finance and Operations - How do I link my account?' | ||
| sidebarTitle: 'Microsoft Dynamics 365 Finance and Operations Connect' | ||
| --- | ||
|
|
||
| # Overview | ||
|
|
||
| To connect Microsoft Dynamics 365 Finance and Operations in Nango, you need to provide: | ||
|
|
||
| 1. **Tenant ID** — The unique identifier for your organization that uses Microsoft services. | ||
| 2. **Environment URL** — The domain of your Finance and Operations environment. | ||
|
|
||
| This guide walks you through finding both values, then authorizing through Microsoft Entra ID. | ||
|
|
||
| ### Prerequisites | ||
|
|
||
| - You must have an active Microsoft Entra ID (Azure AD) account with access to a Finance and Operations environment. | ||
|
|
||
| ### Step 1: Finding your Tenant ID | ||
|
|
||
| 1. Your Tenant ID can be found in the **Tenant ID** field on the [Overview page](https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/Overview) within your Azure account. | ||
| <img src="/integrations/all/microsoft-business-central/tenant_id.png" /> | ||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. P3: This screenshot path 404s, so the connect guide will render a broken image. Repoint it to a real asset under the Finance and Operations docs directory or remove the screenshot reference. Prompt for AI agents |
||
|
|
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| ### Step 2: Finding your Environment URL | ||
|
|
||
| Sign in to your Finance and Operations environment, then copy its domain from the browser's address bar — everything after `https://` and before the first `/` (for example, `mycompany.operations.dynamics.com`). | ||
|
|
||
| ### Step 3: Authorize the connection | ||
|
|
||
| 1. Open the form where you need to authenticate with Microsoft Dynamics 365 Finance and Operations. | ||
| 2. Enter the **Tenant ID** and **Environment URL** in their designated fields. | ||
| 3. Submit the form, then log in with your Microsoft account and grant the requested permissions. | ||
|
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|
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| <img src="/api-integrations/microsoft-dynamics-365-finance-and-operations/form.png" style={{maxWidth: "450px" }}/> | ||
|
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| You are now connected to Microsoft Dynamics 365 Finance and Operations. | ||
There was a problem hiding this comment.
Choose a reason for hiding this comment
The reason will be displayed to describe this comment to others. Learn more.
P1: The integration-specific images (dashboard.png, form.png, permissions.png, setting_client.png) are 95-byte placeholder files, not real screenshots. Readers will see broken or blank images in the connect guide, which undermines trust in the setup instructions. Replace each with actual screenshots of the corresponding UI pages.
Prompt for AI agents