LAST Article
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Payment priority
Business requirement Sometimes, the Treasury records customer or vendor payments without precisely identifying the related invoice. In other words, these are generic payments used to reduce the total open balance, without specifying which invoice they are applied to. D365FO has a function that sorts open transactions based on specific criteria and automatically matches the payment… Read more
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Data Integration – Odata
Introduction This article summarizes the different ways to perform API requests through OData. We will present template to use, when we develop this kind of integration. It is the preferred approach for handling large volumes of records. In other words, it’s the perfect solution whether you need to create, update, retrieve, or delete data. Technical… Read more
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Application data integration – Token authentification
Introduction Data integration through OData or the Data Management Package REST API requires application authentication. Once authenticated, Microsoft issues a temporary token, which is then used to authenticate all subsequent requests. Process Token request Create a POST request for this URL at this address (insert our tenant id). The body must contains: Once the request… Read more
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Azure – Application registration
Introduction To integrate D365FO with an external application, the first step is to register the application in Azure Active Directory. Once completed, you can then register it in Microsoft Dynamics 365 Finance and Operations. This article details the configuration process. Configuration Azure- App registrations Before starting, note that the following information is required to set… Read more
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How to Use MCP with a Copilot Agent
Introduction Before diving deeper, here are some important architectural considerations.AI Agents are not magic. They require precise, well-structured instructions to execute processes successfully. As a cognitive tool, they interpret instructions written in natural human language. However, like humans, they perform best when those instructions are clear, logically structured, and include guidance on handling exceptions, conditions,… Read more
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MCP configuration in D365FO
Introduction The MCP allows external agents to use D365FO. However, its API endpoints must also be allowed in D365FO. This quick guide explains how. This guide explains only the settings in D365FO. However, the application must first be registered in Azure and then configured in Microsoft Fabric. For further details on the complete configuration, see… Read more
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