Adding a Dynamics 365 Finance & Operations Connector

Published: Sep 01, 2023

Adding a Dynamics 365 Finance & Operations Connector

Published: Sep 01, 2023

How to add a Dynamics 365 Finance and Operations Connector

1. From the main menu, select Connectors.

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2. Select Add connector.

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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.

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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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