D365 Connection Testing
Verify your D365 F&O connection works correctly.
Connection Test
Section titled “Connection Test”Run Test
Section titled “Run Test”- Go to Legal Entity > ERP Connection
- Click Test Connection
The system performs several validation checks:
- Token acquired via Azure AD authentication
- Environment reachability and URL verification
- OData metadata accessibility
- Legal entity validation
- Permission verification for vendor invoice creation
A successful test displays: “All checks passed ✓“
Common Errors
Section titled “Common Errors”| Error | Cause | Solution |
|---|---|---|
| Token failed | Invalid credentials | Verify tenant ID, client ID, and secret values |
| 401 Unauthorized | Missing admin consent | Grant admin consent in Azure portal |
| 403 Forbidden | Insufficient permissions | Assign required security role in D365 |
| 404 Not Found | Incorrect environment URL | Confirm D365 environment URL is accurate |
Post Test Invoice
Section titled “Post Test Invoice”- Upload a test invoice through TaprNext
- Complete the review and approval workflow
- Monitor for successful ERP posting
Upon completion, the system displays the posting confirmation including the TaprNext invoice reference number and D365 transaction ID.
Verify in D365
Section titled “Verify in D365”- Log into D365 F&O
- Navigate to Accounts payable > Invoices > Pending vendor invoices
- Locate your posted test invoice
- Confirm all extracted data matches the original invoice