Cases as created in the Rental Customer Portal, are created in Dataverse. These cases can be synchronized to D365 FO. To synchronize cases from Dataverse to D365 FO, set up the required authentication in Azure Active Directory.
Register a native web application in Azure Active Directory to access D365 FO. For more information, refer to Register an application with the Microsoft identity platform.
On registering the application in Azure Active Directory, in the:
When the application is registered, create a client secret. Authentication is done, using a client secret. A client secret is a string value your app can use in place of a certificate to identity itself. For more information, refer to Add a client secret.
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Set up case creation |
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Set up case creation |
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