Installing dox42 D365 FSCM in D365 FSCM

You need to add dox42 D365 FSCM to D365 FSCM. The package contains all the integration components needed to seamlessly create documents directly from the Dynamics web client.

You could either install

• the deployable package: contains the binaries only

• or the source code (available on request from support@dox42.com): can be useful in case you want to develop your own extensions or if you want to debug something.

Note

Regardless of which option you choose, we recommend integrating the solution into your Azure Dev Ops Repository. This allows to deploy the dox42 package as part of your regular build and release process.

For further information see the Microsoft documentation: Apply updates to cloud environments and  Manage third-party models and runtime packages by using source control.

Installing for dox42 Online

Steps

1. Open your Management UI (MAUI) in your browser.
   Example: https://yourCompany.dox42.online/maui/.

2. Log in with:

   • username: as received from dox42.

   • password: as received from dox42.
     The dox42 MAUI starting page opens.

3. Go to Log & Service.

4. Copy the dox42 REST URL.

1. Go to System administration > Setup > dox42 > dox42 servers.

2. Include all previously configured parameters in the dox42 servers (it is recommended to use the "POST (Base64)" HTTP method):

   1. REST URL

   2. dox42 Online Tenant ID (see Retrieving app registration properties in Microsoft Entra ID)

   3. dox42 Online Client ID  (see Retrieving app registration properties in Microsoft Entra ID)

   4. dox42 Online Client Secret  (see Retrieving app registration properties in Microsoft Entra ID)
      For more information see Setting up the SharePoint Online certificate.

      Note

      When working with non-MFA Microsoft 365 users you can include dox42 Online username and password of the Microsoft 365 User that has access to the template. Please be aware that we do not recommend using this approach but this setup.

      

Installing for dox42 Server

Steps

1. Go to System administration > Setup > dox42 > dox42 servers, set up the dox42 Server settings.

2. Go to System administration > Setup > dox42 > dox42 parameters.

3. Select the General tab page.

4. Create a new default server setup record by selecting New.

5. Enter the path to the dox42 Server service to the field dox42 Server REST URL.

   

6. Set up default dox42 Server.