Reading data with Service User or Entra ID App (required for multifactor authentication)

For the multifactor authentication a new app in Entra ID is necessary. You can also use your dox42 Online app. The app will be mapped inside D365 FSCM to a specific (service) user and claim its roles and rights.

Steps

1. Create a new app registration and client secret like in the dox42 Online Setup.
   These will be your sign-in credentials in the dox42 Word Add-in.

   

2. In D365 FSCM go to System Administration > Setup > Azure Active Directory applications.

3. Fill in your Client ID, give it a name optionally and map it to a specific (service) user inside D365 FSCM.

   

Result

A connection Excel file should then be created. For more details on this please see Creating the connection Excel file.

Use those newly created credentials to connect to your D365 FSCM instance, by either filling them in directly, or - the more recommended approach – by using your created connection Excel file.