---
title: "How to connect to D365 Finance [Video Tutorial]"
description: "How to connect to D365 Finance [Video Tutorial]"
keywords: "How to connect to D365 Finance [Video Tutorial] ODATA FO connection setup"
url: "https://myrapidi.com/wiki/how_to_connect_to_d365_finance_video_tutorial"
locale: "en"
published: "2025-03-24T09:44:00Z"
modified: "2026-01-29T18:46:07Z"
---

### **Connecting to D365 Finance via Rapidi: A Step-by-Step Guide**

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.

### Step 1: Azure Configuration

1. **Create a New App** : Begin by creating a new app in Azure. Register the app by providing a name.
2. **API Permissions** : Add API permissions by selecting Dynamics CRP. Choose both delegated and application permissions, and grant admin consent where necessary.
3. **Certificates and Secrets** : 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.

### Step 2: D365 Finance Setup

1. **System Administration Module** : Navigate to the system administration module in D365 Finance.
2. **Add Client ID** : 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.

### Step 3: Rapidi Configuration

1. **Connection Type** : Use the AXODATA connection type with Azure AD authentication.
2. **Environment URL** : Input your environment URL, which serves as the server connect.
3. **Company and User Details** : 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.
4. **Resource and Metadata URLs** : Set these to your environment URL, appending $metadata to the metadata URL. Enable SSL and save the configuration.

### Testing and Maintenance

- **Test Connection** : Verify the setup by testing the connection to ensure successful connectivity.
- **Layout Reading** : Allow time for the system to read the layout, which varies based on the number of tables and fields.
- **Client Secret Expiry** : 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.