Enable connectivity with external services

Completed

Thanks to data entities and OData, finance and operations apps can connect to several external services. However, to do that, the services must be registered with the Microsoft Entra ID.

To register a service with the Microsoft Entra ID, follow these steps:

  1. Go to the Microsoft Entra ID tab of the Azure portal.
  2. Select Properties and note the tenant ID in the Directory ID field. You will need the tenant ID later to retrieve a Microsoft Entra ID authentication token.
  3. On the Microsoft Entra ID tab, select App registrations.
  4. Select New registration.
  5. Enter a Name. This is a user-facing display name for this application.
  6. Select a Supported account type. The following options are available:
    • Accounts in this organizational directory only - All user and guest accounts in your directory can use your application or API.
    • Accounts in any organizational directory - All users with a work or school account from Microsoft can use your application or API.
    • Accounts in any organizational directory and personal Microsoft account - All users with a work or school, or personal Microsoft account can use your application or API. It includes schools and businesses that use Microsoft 365 and personal accounts that are used to sign in to services
    • Personal Microsoft accounts only - Personal accounts that are used to sign in to services.
  7. In the Redirect URI (optional) section, click Select a platform and enter the redirect URI. The options available for platform selection are:
    • Public client/native (mobile & desktop) - Run on devices, such as desktop, browserless APIs, mobile or client-side browser apps.
    • Web - A traditional web application where most of the application logic is performed on the server.
    • Single-page application (SPA) - A single-page application where most of the user interface logic is performed in a web browser communicating with the web server primarily using web APIs.
  8. Select Register.

When you've registered your service in Microsoft Entra ID, you'll also need to register it in finance and operations apps by using the following steps:

  1. In finance and operations apps, go to System administration > Setup > Microsoft Entra ID applications.
  2. Select New.
  3. In the Client ID field, enter the application ID that you registered in Microsoft Entra ID.
  4. In the Name field, enter a name for the application.
  5. In the User ID field, select an appropriate service account user ID.
  6. Save the record.