---
title: "Set up connection"
slug: "set-up-connection-remote-task-recording"
tags: ["Task"]
updated: 2026-03-20T13:39:30Z
published: 2026-03-20T17:46:41Z
canonical: "docs.staedean.com/set-up-connection-remote-task-recording"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up connection

You can set up a connection from the current D365 F&SCM environment to another D365 F&SCM environment. You can use a connection to a remote D365 F&SCM environment to:

- Import content packages.
- Do business process-specific remote task recording using categories. In this case, only the 'Internet address' of the connection is used! So, the Microsoft Entra ID app and web service are not used.

A web service is hosted on the remote environment. This web service connects the remote environment with the RapidValue content environment. To access the web service hosted on the remote environment:

- The user on the current environment must be authenticated by Microsoft Entra ID.
- An authentication token must be received.

For this process, an [application must be registered in Microsoft Entra ID](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app) and the required [permissions](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-configure-app-access-web-apis) must be given.

Required Microsoft Entra ID app settings:

- Supported account types = Single tenant
- Redirect URI = Public client/native (mobile & desktop). For RapidValue, the Redirect URI is not applicable. Therefore, enter a default URI, for example: myapp://auth. Make sure, the URI doesn't end with a slash.
- Add an API permission for the Microsoft API 'Dynamics ERP'
- For the Dynamics ERP API, set up Delegated permissions for:
  - AX (select the AX.FullAccess check box)
  - CustomService (select the CustomService.FullAccess)
- For the 'Client credentials' authentication type, also [add a client secret](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app#add-a-client-secret) to the Microsoft Entra ID app.

You can copy the relevant information from the registered Microsoft Entra ID application to the related connection fields.

### Steps

1. Click **Business process management**.
2. Click **Connections**.
3. Click **New**.
4. In the **Connection** field, type a value.
5. Expand the **Description** section and enter a description of the connection.
6. Expand the **Details** section.
7. Copy the '**Application (client) ID**' of the registered app.

In the **Azure client application** field, paste the copied 'Application (client) ID'.
8. Copy the 'OAuth 2.0 authorization endpoint' of the registered app.

In the **Azure active directory tenant** field, paste the copied 'OAuth 2.0 authorization endpoint'.
9. Define the type of authentication to be used to connect to the the web service.

You can use these authentication types:

In the **Authentication** field, select an option.
  - Client credentials (This is the preferred authentication type!)
  - Username / password
10. Copy the value of the client secret as added to the registered Microsoft Entra ID app.

Make sure to copy this client secret value immediately after creation!

In the **Client secret** field, paste the client secret value.

> [!NOTE]
> **Note**
> 
> This field is only applicable if the authentication is '**Client credentials**'.
11. The user must be defined as a user in:

The user name must be an email address.

In the **User name** field, enter the email address of the user.

> [!NOTE]
> **Note**
> 
> This field is only applicable if the authentication is 'Username / password'.
  - The Microsoft Entra ID.
  - The source environment where the user must have access to RapidValue.
12. In the **Password** field, enter the applicable password for the user.

> [!NOTE]
> **Note**
> 
> This field is only applicable if the authentication is 'Username / password'.
13. In the **Internet address** field, enter the internet address of the source environment.

> [!NOTE]
> **Note**
> 
> Make sure, you enter the main internet address. So, there is no '/...' in it.
14. Before you test the connection, make sure to register the Microsoft Entra ID application in the current environment. For more information, refer to the 'Register Microsoft Entra ID application on remote environment' activity.

Click **Test connection**.

> [!NOTE]
> **Note**
> 
> The test outcome is shown as an info message.
15. Close the page.
16. Close the page.

## Related

- [Import configuration from content package](/import-configuration-from-content-package.md)
- [Define categories for business process](/define-categories-for-business-process.md)