Install Sana inside Microsoft Dynamics 365 for Finance and Operations

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

Create Microsoft Dynamics 365 User

In Dynamics 365 Enterprise Edition you need to create a user which will be used to establish connection between Sana and Dynamics 365 via the Web service.

Step 1: Sign in to Dynamics 365.

Step 2: Click: System administration > Users > Users.

Step 3: Create a user.

Step 4: Enter user information:

  • If this is the user from Office 365, enter the same Name, User ID and Email as in Office 365.
  • If the user is from your company domain, enter the same Name, User ID and Email as in your company account and add your company domain in the Provider field, like on the screenshot above.

Step 5: On the User's roles FastTab, assign the "System administrator" role to the user. It will give full access to Dynamics 365 Enterprise Edition.

 NOTE

Currently, the "System administrator" user's role is required. We are investigating how to limit the rights of the user to those which are only required for Sana.

Step 6: Enable Dynamics 365 user.

 NOTE

This user is needed to establish connection between Sana and Dynamics 365 Enterprise Edition via the Web service. The credentials of the Dynamics 365 user must be entered in the ERP connection settings in Sana Admin. Therefore, send the credentials (username and password) of this user to the person who is responsible for Sana Commerce installation on Web and database server.

Step 7: Open the following URL in the Web browser:

https://login.microsoftonline.com/common/oauth2/authorize?client_id={client_id}&response_type=code&prompt=consent

You must add the client ID of the Sana application to the URL. Sign in with the Dynamics 365 user created earlier in this article. Once signed in, click Accept to accept authorization.