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<h1>How to connect to D365 Finance [Video Tutorial]</h1>
<div class="trix-content"><h3><strong>Connecting to D365 Finance via Rapidi: A Step-by-Step Guide</strong></h3><p>Connecting to D365 Finance through Rapidi involves a series of steps across Azure, D365 Finance, and Rapidi. Here's a concise guide to setting up the connection.<br><br><br></p><p></p><figure class="attachment attachment--content attachment--mp4"><video width="100%"><source src="/rails/active_storage/blobs/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbXdEIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--b5ad17302e7e411f8ba87dd7eddc4cb74e577722/rapidi-how-to-connect-to-d365-finance-via-rapidi-3.mp4"></video><figcaption class="attachment__caption"></figcaption></figure><p></p><h3>Step 1: Azure Configuration</h3><ol><li><strong>Create a New App</strong>: Begin by creating a new app in Azure. Register the app by providing a name.</li><li><strong>API Permissions</strong>: Add API permissions by selecting Dynamics CRP. Choose both delegated and application permissions, and grant admin consent where necessary.</li><li><strong>Certificates and Secrets</strong>: Generate a client secret or key. Note the value immediately, as it will be hidden once you navigate away from the screen. This secret is crucial for the connection.</li></ol><h3>Step 2: D365 Finance Setup</h3><ol><li><strong>System Administration Module</strong>: Navigate to the system administration module in D365 Finance.</li><li><strong>Add Client ID</strong>: Create a new ID application, input the client ID from Azure, assign a name, and specify the user (e.g., admin). Save and refresh to confirm the app has been created correctly.</li></ol><h3>Step 3: Rapidi Configuration</h3><ol><li><strong>Connection Type</strong>: Use the AXODATA connection type with Azure AD authentication.</li><li><strong>Environment URL</strong>: Input your environment URL, which serves as the server connect.</li><li><strong>Company and User Details</strong>: Specify the company name. Use the application ID from Azure as the user ID, the client secret as the password, and the tenant ID as the domain.</li><li><strong>Resource and Metadata URLs</strong>: Set these to your environment URL, appending $metadata to the metadata URL. Enable SSL and save the configuration.</li></ol><h3>Testing and Maintenance</h3><ul><li><strong>Test Connection</strong>: Verify the setup by testing the connection to ensure successful connectivity.</li><li><strong>Layout Reading</strong>: Allow time for the system to read the layout, which varies based on the number of tables and fields.</li><li><strong>Client Secret Expiry</strong>: Monitor the client secret's expiration. Upon expiry, generate a new secret in Azure, update the password field, and save the connection to maintain functionality.</li></ul></div>
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