Set up the Microsoft Dynamics 365 for Finance and Operations spoke
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- UpdatedMay 7, 2024
- 6 minutes to read
- Washington DC
- Now Platform Capabilities
Integrate the ServiceNow instance and Microsoft Dynamics 365 for Finance and Operations by creating a custom OAuth application in Microsoft Azure to authenticate ServiceNow requests.
Before you begin
- Request an Integration Hub subscription.
- Activate Microsoft Dynamics 365 for Finance and Operations spoke.
- Role required: admin
Register Microsoft Dynamics 365 for Finance and Operations as an OAuth provider
Register Microsoft Dynamics 365 for Finance and Operations as the OAuth provider so that the ServiceNow instance can request OAuth 2.0 tokens.
Before you begin
Role required: admin
Procedure
Create a connection record for the Microsoft Dynamics 365 for Finance and Operations
Create a connection record for your Microsoft Dynamics 365 for Finance and Operations. The Microsoft Dynamics 365 for Finance and Operations spoke connection and credential aliases use these connections to perform actions in Microsoft Dynamics 365 for Finance and Operations.
Retrieve metadata from Microsoft Dynamics 365 Finance and Operations
Retrieve the metadata from Microsoft Dynamics 365 Finance and Operations and store it in your ServiceNow instance. Dynamic actions require the latest metadata from Microsoft Dynamics 365 Finance and Operations.
Before you begin
Role required: admin.
Procedure
Set up bi-directional webhook for the Microsoft Dynamics 365 for Finance and Operations Spoke
Configure webhook to subscribe to Microsoft Dynamics 365 for Finance and Operations Spoke with a ServiceNow callback URL.
Before you begin
Role required: admin
Procedure
Customize bi-directional webhook in the Microsoft Dynamics 365 Finance and Operations spoke
Create webhook routing policy and subflow as per your requirement in the Microsoft Dynamics 365 Finance and Operations spoke.
Before you begin
Role required: admin
Procedure
Result
Routing policy and subflow are created.
Register an app in Microsoft Azure portal for Microsoft Dynamics 365 Finance and Operations spoke
Register your ServiceNow instance in Microsoft Azure portal in order to use Microsoft Dynamics 365 Finance and Operations spoke.
Before you begin
Role required: admin
Procedure
Result
The webhook is registered and ready for testing.
On this page
- Register Microsoft Dynamics 365 for Finance and Operations as an OAuth
provider
- Create a connection record for the Microsoft Dynamics 365 for Finance and Operations
- Retrieve metadata from Microsoft Dynamics 365 Finance and Operations
- Set up bi-directional webhook for the Microsoft Dynamics 365 for Finance and Operations Spoke
- Customize bi-directional webhook in the Microsoft Dynamics 365 Finance and Operations spoke
- Register an app in Microsoft Azure portal for Microsoft Dynamics 365 Finance and Operations spoke