Install Sana into Microsoft Dynamics 365 for Finance and Operations

Set up Azure Authorization

 NOTE

At the moment, Sana does not support Active Directory Federation Service (AD FS) authentication for Microsoft Dynamics 365 for Finance and Operations.

If your Microsoft Dynamics 365 for Finance and Operations is deployed on-premises and you don't use Microsoft Azure Active Directory (AAD) authentication, please contact your Sana partner or Sana project manager.

Step 1: Sign in to Microsoft Azure portal.

Step 2: Select your subscription associated with the LCS project.

 NOTE

If your Azure subscription and Dynamics 365 (Office 365) subscription are in different active directories, for example Azure - customer@newcompany.com, Office 365 - customer@oldcompanyname.com, then you need to associate your Dynamics 365 (Office 365) account with Azure. For more information, read how to associate an existing Azure subscription with your Office 365 account on the Microsoft website.

Step 3: Go to the Active Directory and click on App registrations.

Step 4: Click New registration at the top of the page.

Step 5: In the Name field, enter any application name. In the Redirect URI field, enter any URL. It is used only by native Azure Active Directory applications, but not by Sana. Thus, it can be any valid URL, for example your web store URL.

You can leave other settings with their default values.

Step 6: Once the application has been created, click on it and open the Authentication page. Select the suggested redirect URI for the native client. Enter any logout URL. Allow application to request ID tokens. Set the option Threat application as a public client to Yes.

Step 7: Open API permissions. Set up Dynamics ERP permissions as shown on the screenshot below.

Step 8: Open the Overview page and copy Application ID of the Sana application.

This application ID must be entered in the ERP connection settings in Sana Admin. It must be entered in the Extra parameters field in the following format:

clientid=[application ID of the Sana application]

Therefore, send the application ID of the Sana application to the person who is responsible for Sana Commerce installation on Web and database server.