ProcureDesk

To begin using ProcureDesk with Microsoft Business Dynamics, you must first set up an application in your Azure portal and provide access to the Dynamics API. Follow the steps below to complete the setup.

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Login to Azure portal and navigate to "App registrations." You can type "App registrations" in the search box for quick access.

- Name: ProcureDesk
- Select the default option for "Supported account types".
- Click on Register. ​ ​
 
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Copy the Application ID from the landing page and save it in a separate document for future use.

1. Login to Azure portal and navigate to "App registrations." You can type "App registrations" in the search box for quick access.
2. Click on New registration. ​

3. Fill in the application details:
 - Name: ProcureDesk
 - Select the default option for "Supported account types".
 - Click on Register. ​ ​
 
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4. The app is now registered.
5. Copy the Application ID from the landing page and save it in a separate document for future use.

Return to App registrations and click on the application name (ProcureDesk).

Click on Certificates &amp; secrets from the left-hand menu.

Click on + New client secret under the Client secrets section. ​ ​

Add the name procuredesk and select 24 months in the Expires in option.

- Click Add to create the secret. ​ ​
 
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Copy the Secret ID and Secret Value and save them in a separate document for later use.

1. Return to App registrations and click on the application name (ProcureDesk).
2. Click on Certificates &amp; secrets from the left-hand menu.
3. Click on + New client secret under the Client secrets section. ​ ​
 
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4. Add the name procuredesk and select 24 months in the Expires in option.
 - Click Add to create the secret. ​ ​
 
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5. Copy the Secret ID and Secret Value and save them in a separate document for later use.

Navigate back to App registrations and click on the application name.

Click on API permissions from the left-hand menu.

Click Add a permission, and from the right-hand menu, select Dynamics 365 Business Central. ​

1. Navigate back to App registrations and click on the application name.
2. Click on API permissions from the left-hand menu.
3. Click Add a permission, and from the right-hand menu, select Dynamics 365 Business Central. ​
 
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4. Add the required permissions.

Go back to App registrations and click on the application name.

In the Overview section, click on Add a Redirect URI. ​

Select Web from the right-hand side menu under Add a platform.

- <code>https://myprocuredesk.com/configuration/ms_auths/callback</code>
- <code>https://demo.procuredesk.com/configuration/ms_auths/callback</code>

Click Configure to save the settings. ​

1. Go back to App registrations and click on the application name.
2. In the Overview section, click on Add a Redirect URI. ​
 
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3. Select Web from the right-hand side menu under Add a platform.
4. Add the following Redirect URIs:
 - <code>https://myprocuredesk.com/configuration/ms_auths/callback</code>
 - <code>https://demo.procuredesk.com/configuration/ms_auths/callback</code>
5. Click Configure to save the settings. ​

Once the above steps are complete, your setup is done. Please send the following information to your account manager:

Application Endpoints: You can find these under Endpoints after clicking on the application name. Copy the values of the following:

- OAuth 2.0 authorization endpoint (v2)
- OAuth 2.0 token endpoint (v2)

1. Client ID
2. Secret ID
3. Secret Value
4. Application Endpoints: You can find these under Endpoints after clicking on the application name. Copy the values of the following:
 - OAuth 2.0 authorization endpoint (v2)
 - OAuth 2.0 token endpoint (v2)

Step 1: Register the App

Step 2: Configure Access

Step 3: Configure API Permissions

Step 4: Configure Redirect URIs

Setup Completion