Using a Microsoft Excel config file for the Add-In’s Microsoft Entra ID configuration

With a Microsoft Excel config file you can integrate all the information dynamically in your dox42 Add-In while connecting to Microsoft D365 using Entra ID. That saves a lot of time during the template design process and avoids error-prone copy & pasting.

Note

As an alternative to using an Excel config file, you can simply copy and paste the values into your Entra ID configuration. If you follow this approach, you will need to manually update the values in each data source if anything changes, e.g. your client secret expires.

Important

Please make sure to encrypt your Client Secret with the dox42 Crypto data source, before storing it in the Microsoft Excel config file.

Setting up the Microsoft Excel config file

1. Create a new Excel file named Connection.xlsx in your document template folder.

   

   Tip

   You can find a sample Microsoft Excel config file in your download folder, e.g. /../BC_Online/BC_AAD_Connection.xlsx

   Important

   If you are using dox42 with D365 BC, see also Setting up the Microsoft Excel config file when using dox42 D365 BC for more information on the additional BCURL column.

3. Insert the following app property values from your Entra ID admin center into the respective fields in the config file:

   1. Column TenantID: Value of Directory (tenant) ID in Entra ID admin center

   2. Column AppID: Value of Application (client) ID in Entra ID admin center

   3. Column Add-In_RedirectURL: Value of Mobile and desktop applications > Redirect URI in Entra ID admin center

   4. Column Server_RedirectURL: Value of Web > Redirect URI in Entra ID admin center

   5. Column ClientSecret: Value of the Client secret in Entra ID admin center

      Note

      Use the Crypto data source to encrypt the value before storing it in this column.

      

4. Save your Microsoft Excel config file.

Next step

Inserting information from the Microsoft Excel config file into the Add-In’s Entra ID configuration