Set up the Microsoft Dynamics 365 for Finance and Operations spoke

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 7 Minuten Lesedauer

    • Integrate the ServiceNow instance and Microsoft Dynamics 365 for Finance and Operations by creating a custom OAuth application in Microsoft Azure to authenticate ServiceNow requests.

    Vorbereitungen

    • Request an Integration Hub subscription.
    • Activate the Microsoft Dynamics 365 for Finance and Operations spoke.
    • Role required: admin.
    Hinweis:
    After configuring the connection and credential alias, make sure to retrieve the latest metadata from Microsoft Dynamics 365 Finance and Operations application.

    Register Microsoft Dynamics 365 for Finance and Operations as an OAuth provider

    Register Microsoft Dynamics 365 for Finance and Operations as the OAuth provider so that the ServiceNow instance can request OAuth 2.0 tokens.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > System OAuth > Application Registry.
    2. Open for the record for Microsoft D365 Fin and Ops Spoke OAuth.
    3. On the form, fill these values.
      Tabelle : 1. Application Registries form
      Field Description
      Name Name to uniquely identify the record. For example, enter: Microsoft Dynamics 365 for Finance and Operations OAuth
      Client ID Client ID created during the Microsoft Dynamics 365 for Finance and Operations application configuration.
      Client Secret Client Secret created during the Microsoft Dynamics 365 for Finance and Operations application configuration.
      Authorization URL OAuth authorization code endpoint. Enter: https://login.microsoftonline.com/<AzureTenantID>/oauth2/v2.0/authorize
      Token URL OAuth server token endpoint. Enter: https://login.microsoftonline.com/<AzureTenantID>/oauth2/v2.0/token
      Token Revocation URL OAuth server token revocation endpoint.
      Redirect URL OAuth callback endpoint in this format: https://<instance>.service-now.com/oauth_redirect.do
      OAuth API Script Script to customize the request and response. Select .
      Logo URL URL that contains an image to use as the application logo.
      Default Grant Type Grant type used to establish the token. Select Client Credentials.
      Refresh Token Lifespan Time, in seconds, that the refresh token is valid. The default time is 8,640,0000 seconds.
      PKCE required Option to enable public clients to require PKCE for an authorization.
      Hinweis:
      You can use only Authorization Code as the Default Grant type when PKCE is enabled.
      Application Application scope that contains this record.
      Accessible from Application scope that this registry is accessible from.
      Active Option to actively use the application registry.
      Use mutual authentication Option to use mutual authentication for token request and revocation. This option requires a mutual authentication profile to be specified.
    4. Right-click the form header, and click Save.

    Create a connection record for the Microsoft Dynamics 365 for Finance and Operations

    Create a connection record for your Microsoft Dynamics 365 for Finance and Operations. The Microsoft Dynamics 365 for Finance and Operations spoke connection and credential aliases use these connections to perform actions in Microsoft Dynamics 365 for Finance and Operations.

    Vorbereitungen

    Role required: Admin

    Prozedur

    1. Navigate to All > Connections & Credentials > Connections & Credentials Aliases.
    2. Open the alias record for MicrosoftD365FinAndOps.
    3. From the Connections tab, click New.
    4. On the form, fill these fields.
      Tabelle : 2. Connection form
      Field Description
      Name Name to uniquely identify the record. For example, Microsoft Dynamics 365 for Finance and Operations Connection.
      Credential Credential record created for Microsoft Dynamics 365 for Finance and Operations . Search and select MicrosoftD365FinAndOps.Credential.
      Connection alias Alias record associated with this connection. Enter sn_ms_fin_ops_spk.MicrosoftD365FinAndOps
      Connection URL Base URL to connect to Microsoft Dynamics 365 for Finance and Operations. Enter: https://<instance_ID>.cloudax.dynamics.com/
      Active Option to actively use the connection record.
      Domain Domain that the action runs in.
    5. Click Submit.

    Retrieve metadata from Microsoft Dynamics 365 Finance and Operations

    Retrieve the metadata from Microsoft Dynamics 365 Finance and Operations and store it in your ServiceNow instance. Dynamic actions require the latest metadata from Microsoft Dynamics 365 Finance and Operations.

    Vorbereitungen

    Role required: admin.

    Prozedur

    1. Navigate to All > Microsoft D365 FinOps Metadata > Microsoft D365 FinOps Metadata Content.
    2. Click Get/Refresh Metadata.
    3. Select the alias to retrieve updated metadata from Microsoft Dynamics 365 Finance and Operation application and click Ok.
      Hinweis:
      Make sure to retrieve the latest metadata whenever there any changes in the Microsoft Dynamics 365 Finance and Operations application.

    Set up bi-directional webhook for the Microsoft Dynamics 365 for Finance and Operations Spoke

    Configure webhook to subscribe to Microsoft Dynamics 365 for Finance and Operations Spoke with a ServiceNow callback URL.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Microsoft D365 FnO spoke > FnO Webhook Registries.
    2. Click New.
    3. On the form fill in the fields.
      Field Description
      Name Unique name for the webhook registry. For example, Microsoft Dynamics 365 for Finance and Operations webhook.
      Description Optional description for the webhook.
      Generate Callback URL Option to generate a callback URL which is used to register the webhook in the Microsoft Dynamics 365 Finance and Operations portal.
      Generate New Secret Option to generate a secret key for Microsoft Dynamics 365 Finance and Operations webhook.
      Hinweis:

      When you generate a new secret, ensure that you generate the callback URL also after generating the secret.

      Record the callback URL for registering the app in Azure portal.

    Customize bi-directional webhook in the Microsoft Dynamics 365 Finance and Operations spoke

    Create webhook routing policy and subflow as per your requirement in the Microsoft Dynamics 365 Finance and Operations spoke.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Flow Designer > Designer.
    2. Click Subflows.
    3. Create a copy of the required subflow.
    4. Customize the required subflow as per your requirement and publish it.
    5. Navigate to Microsoft D365 FnO Spoke > FnO WebHook Routing Policies.
    6. Click New.
    7. On the form, fill in the fields.
      Tabelle : 3. Decision form
      Field Description
      Label Unique label to identify the routing policy.
      Default answer Option to specify if this is the default answer. Default answer is applicable when the conditions are not met.
      1. Click the Lookup icon.
      2. Select the required subflow from the Document: list.
        Hinweis:
        Ensure that the Table name is Flow [sys_hub_flow].
      Condition Conditions to be met when the required events occur in Microsoft Dynamics 365 Finance and Operations. See Microsoft Dynamics 365 for Finance and Operations Spoke for information about the supported fields.
      Answer Subflow that has to be triggered when the specified conditions are met.
    8. Click Submit.
      Hinweis:
      These routing policies are saved in the Decision tables. Users are cautioned against directly updating or modifying data in these tables.

    Ergebnisse

    Routing policy and subflow are created.

    Register an app in Microsoft Azure portal for Microsoft Dynamics 365 Finance and Operations spoke

    Register your ServiceNow instance in Microsoft Azure portal in order to use Microsoft Dynamics 365 Finance and Operations spoke.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Log in to Azure portal.
    2. Navigate to App registrations and register an app for the webhook.
    3. Create a key vault using the Azure portal.
      For more information, see Create a key vault using the Azure portal.
    4. Navigate to Access policies.
    5. Create an access policy.
    6. Select Get under Secret permissions and click Next.
    7. In the Principal tab, search for the name of the app registered earlier and click Next.
    8. In the Application (optional) tab, click Next.
    9. In the Review + create tab, click Create.
    10. Navigate to Secrets section.
    11. Click on + Generate/Import.
    12. On the Create a secret page, enter a name and provide the callback URL generated from your ServiceNow instance.
    13. Click Create.
    14. Log in to your Microsoft Dynamics 365 Finance and Operations portal.
    15. Navigate to System administration > Business events > Business events catalog.
    16. Navigate to the Endpoints tab and click New.
    17. Select the endpoint type as HTTPS from the Standard view and click Next.
    18. On the form, fill in the details.
      Endpoint name Name of the endpoint.
      Endpoint type Type of the endpoint.
      Key Vault Key vault created for the application.
      Azure Active Directory Application ID Object ID of the application.
      Azure application secret Secret created for the application
      Key vault DNS name Vault URI of the application.
      Key vault secret name Name of the key vault secret.
    19. Click Ok.
      Hinweis:
      Ensure that key vault access policy is created for the application. The access policy should allow the application registry to access secrets from the key vault.
    20. Navigate to the Business Events tab and search for a category.
      For example, Purchase orders.
    21. Select the required category from the list and click Activate.
    22. In the Configure new business event section, select the legal entity and endpoint name.
    23. Click Ok.
      Hinweis:
      Ensure that these API permissions are enabled for the application.
      • Access Dynamics AX Custom Service
      • Access Dynamics AX data
      • Access Dynamics AX online as organization users

    Ergebnisse

    The webhook is registered and ready for testing.