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Overview

To connect Microsoft Dynamics 365 Finance and Operations (Client Credentials) in Nango, you need to provide:
  1. Tenant ID — The unique identifier for your organization that uses Microsoft services.
  2. Environment URL — The domain of your Finance and Operations environment.
  3. Client ID — The unique identifier that Azure assigns to your application when it’s registered.
  4. Client Secret — A unique string that enables the application to access Microsoft Dynamics 365 Finance and Operations without a signed-in user.
This guide will walk you through generating and finding these credentials within Azure.

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Prerequisites

  • You must have an active Microsoft Entra ID (Azure AD) account with access to a Finance and Operations environment, and permission to grant admin consent for application permissions.

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Step 1: Finding your Tenant ID

  1. Your Tenant ID can be found in the Tenant ID field on the Overview page within your Azure account.

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Step 2: Finding your Environment URL

Sign in to your Finance and Operations environment, then copy its domain from the browser’s address bar — everything after https:// and before the first / (for example, mycompany.operations.dynamics.com).

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Step 3: Generating your Client ID

  1. Navigate to the Azure portal home page and sign in using the credentials of an administrator.
  2. Select App registrations.
  1. Select New registration.
  1. In the Register an application section, enter a meaningful application name to display to users. Select who can use this application based on your environment and click Register.
  1. Once you have registered your application, your Client ID will be displayed in the Application (client) ID field within the Essentials.

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Step 4: Generating your Client Secret

  1. After registering a new app in the step above, navigate to Certificates & secrets under Manage, and click New client secret.
  2. A pop-up modal will appear, prompting you to enter your secret’s Description and Expires values. Fill these then click on Add.
  1. Once completed, your Client Secret will be generated. This value can be found in the Value field within the Client Secrets table.
  1. After generating the Client Secret, you must grant the registered application the necessary permissions. Navigate to API permissions, select Add a permission, select APIs my organization uses, and search for Microsoft Dynamics ERP (app ID URI Microsoft.ERP).
  2. From the displayed list, choose Application permissions (not Delegated permissions — there is no signed-in user in this flow), select the required permissions, click Add permissions, then select Grant admin consent for [tenant].

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Step 5: Registering the application inside Finance and Operations

  1. Sign in to your Finance and Operations environment as an administrator.
  2. In the search bar, search for Microsoft Entra ID applications and open it.
  1. Select New, then enter the Client ID from the step above and set User ID to Admin.
  1. Save the record, then select it and enable it.

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Step 6: Enter credentials in the Connect UI

Once you have your credentials:
  1. Open the form where you need to authenticate with Microsoft Dynamics 365 Finance and Operations (Client Credentials).
  2. Enter the Tenant ID, Environment URL, Client ID, and Client Secret in their designated fields.
  3. Submit the form, and you should be successfully authenticated.
You are now connected to Microsoft Dynamics 365 Finance and Operations (Client Credentials).