D365 Connection Setup

Configure TaprNext to connect to your D365 F&O environment.

Step 1: Open Legal Entity

1. Go to Settings > Legal Entities
2. Select your Legal Entity (or create new)
3. Click the ERP Connection tab

Step 2: Select D365 F&O

Select “D365 Finance & Operations” from the ERP System dropdown menu.

Step 3: Enter Credentials

Complete the following fields:

• Environment URL: Your D365 instance URL (e.g., https://company.operations.dynamics.com)
• Tenant ID: Your Azure tenant ID
• Client ID: Your app registration client ID
• Client Secret: Your app registration secret
• Legal Entity: Your D365 company code (e.g., USMF)

Step 4: Test and Save

1. Click Test Connection
2. Wait for verification (may take 10-15 seconds)
3. A green checkmark indicates successful connection
4. Click Save to store configuration

Field Mapping

TaprNext automatically maps to D365 entities:

TaprNext	D365 F&O
vendor	VendorAccount
invoice_number	InvoiceId
invoice_date	InvoiceDate
total_amount	InvoiceAmount
legal_entity	DataAreaId
items	VendInvoiceInfoLine

Next Steps

Proceed to test your connection to verify the setup works properly.