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

To establish connection between Sana and Dynamics 365 for Operations, 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 Operations.
Webservice URL Enter your Dynamics 365 environment URL.
User domain Enter your active directory that is associated with Dynamics 365.
User Enter the username and password of the user created in Dynamics 365 for Operations.
Extra parameters Enter client ID of the Sana application.

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

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

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

  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 Operations Sana user manual for in-depth information about the core settings which you need to configuration in Dynamics 365 for Operations and master data management.