Install Sana into Microsoft Dynamics 365 for Finance and Operations

Create Microsoft Dynamics 365 for Finance and Operations User

In Microsoft Dynamics 365 for Finance and Operations you need to create a user which will be used to establish connection between Sana and Dynamics 365 for Finance and Operations via the Web service.

Step 1: Sign in to Microsoft Dynamics 365 for Finance and Operations.

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 "Sana Commerce webshop manager" role to the user. It becomes available after you install Sana into Microsoft Dynamics 365 for Finance and Operations. This role has all the necessary permissions to use Sana.

Step 6: Enable Microsoft Dynamics 365 for Finance and Oerations user.

 NOTE

This user is needed to establish connection between Sana and Microsoft Dynamics 365 for Finance and Operations via the Web service. The credentials of the Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations user created earlier in this article. Once signed in, click Accept to accept authorization.