Create an application user in your D365:.This can be done only using the Office365 tenant administrator credentials. Grant tenant administrator consent button: If you have filled all the previous fields, you will have to allow our AAD application “CB Dynamics365 Seamless Attachment Extractor” to access your D365 in your Office365 tenant.You are using different Azure instance if you are for example special kind of US Governmental organization or the People’s Republic of China has its own Azure instance. This is something that 99% of users don’t have to touch. Azure Endpoint drop-down allows you to switch to different instance of Azure.You can find this ID by navigating to the Azure Active directory overview in your Azure Portal see Figure 20 - Finding your O365 Tenant ID in Azure Portal Directory (tenant) ID field needs to be filled with the ID of your Office365 tenant in which your D365 resides.This application will then appear in your Office365 tenant Active Directory as accessing your O365 tenant. The Application (client) ID field is read only and indicates the id of the application “CB Dynamics365 Seamless Attachment Extractor” defined in the Azure AD ecosystem by Connecting Software.Configure Organization Service url in same way as in chapter 1.2.a according to Figure 18 - Getting the Organization URL in Dynamics 365.The following steps are necessary to achieve modern authentication: The advantage of this approach is easy revoke-ability of access and not storing any passwords on our side.įigure 19 - D365 Connection using modern authenticationtion 6.1.2.c Modern authenticationĪnother option to configure connection to D365 is using the Azure Active Directory OAuth2 server to server authentication. This a required step before moving on to the next step. You always need to use the Test connection button ( Figure 17) to test the connection to your Dynamics 365.
#EXTRACTOR ONLINE PASSWORD#
If you need to do it, you can set a new password when editing a configuration.įigure 18: Getting the Organization URL in Dynamics 365
Once you save the configuration, you can no longer edit the password. Use it to make sure you have the correct password. You can use the show/hide password button to show/hide your password when you are sure there’s no one watching. How It Password – The password of the above Dynamics 365 user.
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