To start using ProcureDesk with Microsoft business dynamics, you need to setup an application in your Azure portal and provide access for using the Dynamics API.
Step 1: Register the app
1. Login to Azure portal and navigate to "App registrations". You can type in "App registration" in the search box.
2. Click on New registration
3. Fill in the application details
Name: ProcureDesk
Select the default option for "Supported account types" and click on Register
4. The app is now registered.
5. Copy the Application ID from the landing page and paste into a separate document; we are going to need that later.
Step 2: Configuring Access
1. Navigate back to the App registrations and click on the application name.
2. Click on "Certificates & secrets" from the left-hand side menu.
3. Then click on Client secrets and then + New client secret
4. Add name as procuredesk and select 24 months in Expires in option. Click on Add to add the secret.
Copy the secret ID and secret value in a separate document. We are going to need that later.
Step 3: Configuring API Permissions
1. Navigate back to the App registrations and click on the application name.
2. Click "API permissions" on the left-hand side.
3. Click Add a permission and select "Dynamics 365 Business Central" from the right-hand menu.
4. Add permissions as shown below:
Step 4: Configuring URI
1. Navigate back to the App registrations and click on the application name.
2. Then click on Overview and then "Add a Redirect UI"
3. Then click on "Add a platform" And select "web" from the right hand side menu.
Add the following option under Redirect URI's
Then click configure
Repeat the same procedure to add the following URI:
Setup is complete now.
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Send the following information to your account manager:
1. Client ID
2. Secret ID
3. Secret value
4. Application endpoints: You can find under "Endpoints" after clicking on the application name. Copy the values of following endpoints:
OAuth 2.0 authorization endpoint (v2)
OAuth 2.0 token endpoint (v2)