Excel Add-In for Dynamics 365 Finance and Operations

Build 21.0.7930

Custom Credentials

There are two types of app authentication available: using a client secret and using a certificate. You can use any of them depending on the configured app authentication.

Desktop Authentication with Your OAuth App

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App.

Get an OAuth Access Token

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

  1. Authenticating using a Client Secret
    • OAuthClientId: Set this to the Client Id in your app settings.
    • OAuthClientSecret: Set this to the Client Secret in your app settings.
    • CallbackURL: Set this to the Redirect URL in your app settings.
    • AuthScheme: Set this to the "AzureAD" in your app settings. .
  2. Authenticating using a Certificate
    • OAuthClientId: Set this to the Client Id in your app settings.
    • OAuthJWTCert: Set this to the JWT Certificate store.
    • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.
    • CallbackURL: Set this to the Redirect URL in your app settings.
    • AuthScheme: Set this to the "AzureAD" in your app settings. .

When you connect the add-in opens the OAuth endpoint in your default browser. Log in and grant permissions to the application.

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Build 21.0.7930