Adding a Dynamics 365 Finance & Operations Connector

Adding a Dynamics 365 Finance & Operations Connector

How to add a Dynamics 365 Finance and Operations Connector

1. Select Connectors from the left navigation to open the Connectors page.

Main menu in Popdock with Connectors selected.

2. Under Actions, select Add connector.

Add connector under the Connectors settings.

3. Select the Dynamics 365 Finance & Operations Connector from the list of connectors.

4. In the Base URL field, enter the base URL for your Dynamics 365 Finance and Operations environment.

5. With your Base URL entered, select Validate in the left Actions menu.

6. Enter your email that is associated with your D365 Finance & Operations account, in the Sign in field. Then select Next.

Microsoft sign in screen for your Dynamics 365 Finance & Operations account.

7. Enter the Password associated with your account and then select Sign in.

Password screen for your Dynamics 365 Finance & Operations account.

8. You will be redirected back to the Add connector page in Popdock. Select Connect under the left Action menu.

9. You will be prompted to complete steps 6 and 7 again to sign into your Microsoft account. After you enter your credentials, you will be directed to your list of connectors within Popdock. Your Dynamics 365 Finance & Operations will begin installing. Once complete, it will be available within your list of connectors and ready to use.

Having trouble adding this connector? Email support at support@eonesolutions.com

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How to add a Dynamics 365 Finance and Operations Connector

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