Tag: Azure Active Directory

UPDATED: Configuring access for mobile warehousing app in Dynamics 365 for Operations

Back in 2018 I wrote an article on how to configure a D365FO instance to enable the Warehousing App. A lot of time has passed and tonight I will set up the all new and improved Warehouse App so I thought I would also take the time to update the original article

  1. Go to the azure portal. In Azure Active Directory – App Registrations create a web application for the warehouse portal
    Name: WhatEverYouWant
    Who can use thisapplication or access this API: Accounts in this organizational directory only
    Application Type: Web app/API
    Sign-on URL: https://[theURLforyourdynamicsinstance]/oauth
  2. Open the application to edit it
  3. Verify Application ID. Save this for later…
  4. Go to API Permissions and click Add a permission
  5. Select the API called Microsoft Dynamics ERP (Microsoft.ERP)
  6. Choose Delegated Permissions
  7. Under Permission to other applications click add application and add Microsoft Dynamics ERP
  8. Add the following permissions
    – Access Dynamics AX online as organization users
    – Access Dynamics AX data
    – Access Dynamics AX Custom Service
    Click Add Permissions
  9. Click Grant admin consent for [Your Organization] and confirm your choice
  10. Go to Certificates and Secrets and click New client secret. Select an expiration and give the key a description like D365FO Warehousing App
  11. Log into Dynamics 365 for Operations and go to System Administration – Users and create a new user (in my case called WMAPP. The email address can be anything since it will never be used. The user needs this role:
    – Warehouse mobile device user
  12. Now we need to associate the user to the AD Application which is done on System Administration – Setup – Azure Active Directory applications. Here we paste the App ID/ClientID from before and select the user we created. Click Save and you are done.
  13. Install the App from app store and enter these settings:
    1. Azure Active Directory ID: AppID/ClientID from step 3
    2. Azure Active Directory Client Secret: The key from step 10
    3. Azure Active Directory Resource: Your Dynamics 365 URL
    4. Azure Active Directory Tennant: https://login.windows.net/yourAzureADtennant.onmicrosoft.com
    5. Company: Dynamics 365 for Operations Legal Entity
  14. To configure the mobile att you create a JSON file with the connection setting
{
    "ConnectionList": [
        {
            "ActiveDirectoryClientAppId":"11111111-2222-3333-4444-111111111111",
            "ConnectionName": "YourConnection",
            "ActiveDirectoryResource": "https://{[yourdynamicsenvironent].cloudax.dynamics.com/",
            "ActiveDirectoryTenant": "https://login.windows.net/[yourtenantid].onmicrosoft.com",
            "Company": "USMF",
            "IsEditable": true,
            "IsDefaultConnection": true,
            "ConnectionType": "clientsecret"
        }
    ]
}
  1. The JSON file can either be uploaded to the device or converted to a QR code using a service like this.
  2. Unfortunately/Thankfully the client secret cannot be put in the file/QR code and it have to be entered manually by editing the connection on the mobile device.
  3. To login in to the app you will need to have a username and password. Go to Warehouse Management – Setup – Worker – Users and select a user (in my case 24). Reset the password for worker 24
  4. Login to the app using User ID 24 and the new password you just set

Note:
To use the new Warehousing App you will need to enable a feature i D365FO called User settings, icons, and step titles for the new warehouse app which is available from 10.0.17

Links
Install and connect the warehouse app – Supply Chain Management | Dynamics 365 | Microsoft Docs

Configure PowerBI for Dynamics 365 for operations

Today I helped two of my colleagues setting integrating Power BI for Dynamics 365 for operations. There are a couple of guides online which I have used to create this post, but I thought I would create one from my experience.

There are a couple of main steps we need to go through:

Create a Azure AD Application
Configure Dynamics 365 for operations for Power BI
Configure Power BI
Configure your workspace

Create a Azure AD Application

There are two ways of doing this… you can do it using the Power BI Developer registration tool or you can do it directly from the Azure Portal. We did it from the Azure Portal like this:

  1. Log into the Azure potal… You can use both the old and the new one
  2. Goto Azure Aztive Directory and select your Azure Active Directory Instance
  3. Go to Applications/App Registrations
  4. Create a new application with these settings:
    1. Name: ChooseYourName
    2. Application Type: Web app/API
    3. Sign-on URL: https://theadressforyourdynamics365foroperationsinstance/oauth
    4. App ID URI: https://theadressforyourdynamics365foroperationsinstance  Anything EXEPT https://theadressforyourdynamics365foroperationsinstance . You can for instance use https://DynamicsBI, it only has to be unique for each Azure AD Application
      Edited 27/1 2017
    5. Reply URL: https://theadressforyourdynamics365foroperationsinstance/oauth
  5. When this is created you will get a Client ID/Application ID and you will create a key. You need to save these because you will need the later. Note that the keys are only visible when they are created, Once you leave the page and go back you cannot see them again. If this happens and you have not saved it you can simply create an new one.Old portal
    SNAGHTML221ce22New Portal:
    SNAGHTML22b2d3e
  6. Once you have set up the application in Azure ID you will need to give it some permissions. This is where we got stuck because in one of the guides there was a screenshot which showed to few permissions and it simply did not work. You add the application Power BI Services and give it the correct permissions. We used the following permissions:
    1. View all Groups
    2. View All Reports
    3. Create Content
    4. View content Properties
    5. Read and Write all datasets
    6. View All Datasets
    7. View All Dashboards
    8. Add Data to User’s Dataset

Configure Dynamics 365 for operations for Power BI

  1. In Dynamics 365 for Operations, go to System Adminstration – Power BI
  2. You need to Enable the configuration and then you change these values
    1. Azure AD Tennant (this you will find in the Azure Portal)
    2. Client ID (you saved it above)
    3. Application key(you saved it above)
    4. Redirect URL: ps://theadressforyourdynamics365foroperationsinstance/oauth (This one is incorrect and will not work… ever… I do not understand how there can be an incorrect default value)The other values are correct

Configure Power Bi

  1. Every user that is going to use Power BI (more or less every user that is usign AX) will need at least a Power BI free License. As the name implies it is actually free and you addit in the Office 365 Admin Portal. Once you have added the wou will have to do this for every user:
  2. Log into Power BI (https://powerbi.microsoft.com)
  3. Click Get Data in the lower left corner
  4. Click Services – Getimage
  5. Click Get it now on each of  the three (for now) AX Apps
    image
  6. On each of the Apps enter the URL for your AX instance (https://theadressforyourdynamics365foroperationsinstance ) and flick next. If you get prompted for authetication select OAuth2image   image

Configure your workspace

  1. Log into Dynamics 365 for operations
  2. Go to the Workspace called Cost Administration
  3. Scroll to the right and click on the Power BI paneimage
  4. If this is your first time you need to authorize Power BI. Click the link, log in using your credentials and approve the permissions.image   image
  5. Return to the Dynamics Tab and click closeimage
  6. Select the Power BI tiles you want from the Tile catalog and click OK to add them to your workspaceimage    image

This should be it… Business Intelligence glory!

Links:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/configure-power-bi-integration