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D365 F&O Prerequisites

Prepare your Microsoft Dynamics 365 Finance & Operations environment before connecting to TaprNext.

ComponentMinimumRecommended
D365 F&O10.0.20Latest
PlatformUpdate 44+Latest

TaprNext connects to D365 F&O via Azure AD OAuth 2.0. You need:

  • Active Azure subscription
  • Azure AD tenant (same as D365)
  • Permission to create app registrations
  • Global Admin or Application Admin role
RequirementDetails
Data entitiesSupplierInvoiceHeaderEntity, SupplierInvoiceLineEntity
Security roleAccounts payable clerk (minimum)
API accessOData enabled
RequirementDetails
HTTPSTLS 1.2+ required
FirewallAllow TaprNext IPs to D365 URL
AuthenticationAzure AD OAuth 2.0
  • ☐ Azure subscription active
  • ☐ D365 F&O accessible
  • ☐ Admin access to Azure AD
  • ☐ OData endpoints enabled
  1. Create service principal
  2. Configure app registration