Configuring Dynamics 365 for Finance and Operations

Before you can use Dynamics 365 for Finance and Operations with Kofax AP Essentials, you must configure Dynamics 365 by registering Kofax AP Essentials in Azure AD and Dynamics 365.

Register Kofax AP Essentials in Azure AD

To register the application in Azure AD:

  1. Open Azure portal and navigate to Azure Active Directory.
  2. Click App Registrations.
  3. Click New registration.
  4. Give the new app registration a descriptive name, such as "Kofax AP Essentials Dynamics365" and click Register.
  5. In the view that appears, copy the Application Client ID and Directory Tenant ID settings. You will need this information later.
  6. Click API permissions and add these permissions in the view that appears:
    Azure Active Directory Graph
    User.Read Delegated Sign in and read user profile
    Dynamics ERP
    AX.FullAccess Delegated Access Dynamics AX online as organization users
    CustomService.FullAccess Delegated Access Dynamics AX Custom Service
    Odata.FullAccess Delegated Access Dynamics AX data
  7. Click Certificates and Secrets and use the view that appears to create a new client secret.
  8. Name the secret something descriptive, such as "RSOSecret" and specify the expiration date.

    After the secret is generated, make sure you copy it to a safe place because it is never shown again.

    If any of these steps fail, make sure you have sufficient privileges to perform these actions, or contact the person in your organization that is responsible for your Active Directory.

Register Kofax AP Essentials in Dynamics 365

To register the application in Dynamics 365:

  • In Dynamics 365, click the search icon and search for the "Azure Active Directory Applications" page.
  • In the Azure Active Directory Applications page, click New to create a new application line.
  • Specify a descriptive name, such as Kofax AP Essentials.
  • In the Client ID setting, specify the Application Client ID from the Azure AD settings in step 5 above.
  • Specify the Dynamics 365 user that you want to use for this integration.
    The user that you specify must belong to the same Azure Active Directory as the Dynamics 365 app registration and have these roles:
    • Accounts payable clerk

    • Data management administrator

      • Data management migration user

        • Data management operations user

    • Process engineering manager

    • System user

      • Office integration power user

      • Power Automate administrator

Create a recurring data job

Watch how to create a recurring data job in less than two minutes

To create a recurring data Job for importing invoices:

  1. In Dynamics 365, navigate to System administration > Data management IT.
  2. Click Import to create a new import project.
  3. From inside the new project, check the toolbar bottons to make sure you use the Enhanced view.
  4. Specify a descriptive name for the import project, such as "Vendor Invoice Import".
  5. Click Add file.

    If you use custom header fields or line fields in Dynamics 365, you must modify the contents of the ZIP file above to include the custom fields and use the modified ZIP file instead.

    If you get a warning about the length of a Notes field, you can safely ignore the warning.

    Adding the default ZIP file adds three entities to the import job.

  6. Click Create recurring data job in the main menu.
  7. Specify a descriptive name for the job, such as "Kofax AP Essentials Import Job".
  8. Click Set processing recurrence, and set the recurrence to, for example, every fifth minute.
  9. Copy the ID of the job. Later, you specify this ID in the Recurring data job ID setting.
  10. In the Setup authorization policy settings, specify the Application Client ID that you created in the Azure AD section above, and select the Enabled setting.
  11. Set Process messages in order to Yes.
  12. Select Data package as the Supported data source type.

    After the job is created, the jobs and their history logs can be found under System Administration > Data Management IT.

After you complete the procedures above, you are ready to configure Kofax AP Essentials for use with Dynamics 365 for Finance and Operations.