Install Sana inside Microsoft Dynamics 365 for Finance and Operations

Open the wizard "Sana for Microsoft Dynamics 365" to see more information.

Connect Sana to Microsoft Dynamics 365

Sana connects to Dynamics 365 for Financials via Web service.

To establish connection between Sana and Dynamics 365 for Financials, in Sana Admin click: Tools > ERP connection and in the Default connection area enter the necessary settings.

Field Description
Provider Select eBusiness.
Connection type Select Dynamics 365 for Financials.
Webservice URL Enter the SOAP Web service URL of Microsoft Dynamics 365 for Financials. You can find it in the Web Services window when the Sana extension is installed inside Microsoft Dynamics 365 for Financials and configured. You should copy the SOAP URL of the SC - NAV Web Service object.
User domain Leave this field empty.
User Enter the name of the user created in Microsoft Dynamics 365 for Financials. This is the user that is used to access Microsoft Dynamics 365 for Financials.
Password Enter the Web service access key. It can be found in the user details in Microsoft Dynamics 365 for Financials, under the Web Service Access FastTab.

Click Test connection, to check whether the connection between Sana and Microsoft Dynamics 365 for Financials is established.

Now the Sana web store is connected to Microsoft Dynamics 365 for Financials and you can try it out.

Get started with the Sana web store integrated with Microsoft Dynamics 365 for Financials:

  1. Use the Getting Started guide to get to know about Sana Commerce.
  2. Read the Sana User Guide to learn about Sana Commerce features and tools and how to configure them.
  3. Refer to the Microsoft Dynamics 365 for Financials Sana user manual for in-depth information about the core settings which you need to configuration in Dynamics 365 for Financials and master data management.