Authorize Dynamics 365 F&O

This guide explains how to connect your Dynamics 365 Finance & Operations environment to Stacksync.

Overview

Connecting Stacksync to Dynamics 365 Finance & Operations requires a simple OAuth-based flow:

  1. Enter your D365 environment URL

  2. Sign in with your Microsoft account

  3. Grant Stacksync permission to access your ERP data

Estimated time: 2–3 minutes


Prerequisites

Before beginning, ensure you have:

  • Access to Dynamics 365 Finance & Operations

  • Your environment URL (e.g., https://yourorg.operations.dynamics.com)

  • Permission to authorize third-party applications (some tenants require admin approval)


Step 1 — Select Dynamics 365 Finance

In Stacksync:

  1. Click Create Sync

  2. Choose Dynamics 365 Finance & Operations

This opens the authorization flow.


Step 2 — Enter Your Environment URL

Provide the base URL of your D365 Finance & Operations environment.

Field
Example

Environment URL

https://yourorg.operations.dynamics.com

Tip: Use the URL visible in your browser when logged into D365.

Click Authorize App.


Step 3 — Sign In with Microsoft

You will be redirected to Microsoft’s login page.

  1. Enter your Microsoft credentials

  2. Continue to the permissions screen

This authenticates you as a valid D365 user.


Step 4 — Grant Stacksync Access

Microsoft will ask you to approve the Stacksync app.

Click Accept to authorize:

  • Permission to read ERP data

  • Permission to interact with OData entities

If your organization enforces admin consent, you may see “Admin approval required.” See Troubleshooting below.


Done! 🎉

Your Dynamics 365 Finance & Operations environment is now authorized.


Finding Your Environment URL

Your environment URL is the base part of your D365 instance.

Examples:

  • Production: https://yourorg.operations.dynamics.com

  • Sandbox: https://yourorg.sandbox.operations.dynamics.com

Avoid adding additional paths such as /data, /ui, or /namespaces.

Correct examples:

  • ✔️ https://contoso.operations.dynamics.com

  • ✔️ https://contoso.sandbox.operations.dynamics.com

Incorrect examples:

  • contoso.operations.dynamics.com (missing https://)

  • https://contoso.operations.dynamics.com/data/ (extra path)

  • https://contoso.operations.dynamics.com/ (trailing slash)


Troubleshooting

If you see this message:

“Need admin approval for this app.”

Your organization restricts app installation.

Fix:

  1. Contact your Azure AD administrator

  2. Ask them to approve the Stacksync enterprise app

  3. Retry the connection


“Invalid URL”

Verify:

  • No trailing slash

  • No additional paths


“Access Denied”

You may not have the correct permissions.

Check:

  • You can log into D365 Finance & Operations using the same Microsoft account

  • You have at least read access to the desired entities


Connection Timeout

If your environment is slow or under load:

  • Retry connecting in a few minutes

  • Verify you can access the D365 Finance & Operations UI directly

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