Showing posts with label Mobile Application. Show all posts
Showing posts with label Mobile Application. Show all posts

June 17, 2023

Step-by-Step Guide to Azure App Registration Process

Introduction:

Azure App Registration is a crucial step when developing applications that integrate with Azure services. It allows your application to authenticate and access resources securely within the Azure ecosystem. In this blog post, I will provide a comprehensive, step-by-step guide to the Azure App Registration process, helping you understand the necessary steps to register your application.

App registration is required for a lot of purposes in D365FO, for example

1.    To set up Warehouse mobile

2.    Setup out of box Power BI report

3.    Postman configuration

4.    Various integration scenarios

 

Prerequisite: Just one, get the admin account and use the same account for all the steps, this account should have access to D365FO as well.  (I know it's not mandatory but I would recommend this.)

Step 1: Access the Azure Portal:

To begin the Azure App Registration process, log in to the Azure Portal (https://portal.azure.com) using your Azure account credentials. Once logged in, you'll have access to the Azure dashboard.

Step 2: Navigate to Azure Active Directory:

From the Azure dashboard, locate and select "Azure Active Directory" from the list of available services. Azure Active Directory is a comprehensive identity and access management solution provided by Microsoft. (To make sure you choose the right directory).

Step 3: Choose "App Registrations":

Within Azure Active Directory, navigate to the "App registrations" section. This section allows you to manage all your application registrations. You can search for the same in the top search bar.

Step 4: Click "New Registration":

Click on the "New Registration" button to initiate the app registration process. You will be prompted to provide essential details about your application.

 

Step 5: Fill in Application Details:

In this step, you need to provide the following details:

- "Name": Enter a unique name for your application.

- "Supported account types": Choose the appropriate account type (such as "Accounts in this organizational directory only" or "Accounts in any organizational directory"). Mostly it will be within the same organization.

- "Redirect URI": Specify the URI where Azure will redirect users after authentication. This is typically the URI of your application. In our case, it will be the URL of D365FO environment.

Step 6: Register the Application:

After providing the necessary details, click on the "Register" button to create the application in Azure. Azure will generate a unique "Application (client) ID" that you will need to use during the development and configuration of your application.

 

Step 7: Configure API Permissions:

To access Azure resources from your application, you need to grant it appropriate permissions. In the app registration page, navigate to "API permissions" and click on "Add permission." Here, you can select the APIs and permissions required for your application. This section is used if you are going to use this for Power BI.

 

Step 8: Grant Admin Consent:

Once you have configured the necessary API permissions, you need to obtain consent from an Azure administrator. Click on the "Grant admin consent for <your organization name>" button to initiate the consent process.

 

Step 9: Generate Client Secrets:

If your application requires a client secret, such as when using the OAuth 2.0 client credentials flow, navigate to the "Certificates & secrets" section within the app registration page. Here, you can create and manage client secrets securely. Copy the value securely as it will not visible after this step and you need this for most of the applications eg. the Warehouse mobile app, and Power BI configuration.

 

Step 10: Application Configuration (Optional):

After completing the app registration process, you can configure additional settings specific to your application, such as branding, authentication options, and more. Explore the app registration page and adjust the settings as per your requirements.

 

Conclusion:

The Azure App Registration process is a vital step when building applications that integrate with Azure services. By following this step-by-step guide, you can successfully register your application in Azure Active Directory, configure necessary permissions, and obtain the required credentials for secure authentication and access to Azure resources. Properly registered applications can take advantage of various Azure services and APIs while ensuring a streamlined and secure development process.


-Harry Follow us on Facebook to keep in rhythm with us. https:fb.com/theaxapta

February 09, 2018

Mobile app development in D365 for FO- Part II

Hi Folks,

In my last post, Mobile app development in D365 for FO - Part I, we discussed how to create a simple workspace for the mobile platform. In today's post, I will share some of the deployment methods for mobile workspace.

In the current version of the mobile app, we can create two types of workspaces that are available to deployment.

a. In database
b. In metadata

a. Database workspaces:
When a user builds an app workspace using web API, it will have stored in the database and anyone can edit or delete such pages.

Database pages easy to create with navigation only. Mobile app framework will record user action and convert into logic, pages actually work the same as a user will record for it. It’s important that the user has clear visibility of what user requirements before creating a page or action.
There are three sections in mobile workspace

i. Pages: Pages that will appear in the mobile workspace, to display data.
ii. Action: To perform CRUD operations.
iii. Logic: Attach the JS file.

Current mobile app framework is flexible in terms of designing flow, the user must be very careful how the user is recording the business process while configuration.

b. Metadata workspace

These pages need to be developed using classes in VS. Metadata workspaces cannot be created directly in VS, firstly user needs to create a workspace in user database using the above method and then attached user workspace to it.


-Harry Follow us on Facebook to keep in rhythm with us. @theaxapta

November 11, 2017

Mobile app development in D365 for FO - Part I

Hi Folks,


This is my first post on mobile development, here I am going to share basic development steps (that’s doesn’t require any coding really.) J MS released a new mobile app for Android and iOS named as “Microsoft Dynamics 365 Unified Operations”, MS keep releasing new exciting feature and support in a timely manner.

1.      Download Microsoft Dynamics 365 Unified Operation app from your mobile store



2.      For the first time, you need to use your D365 application URL and valid credentials to open this app



3.      Now go to your web browser and open D365. On the right top corner select setting > Mobile App






4.      Your browser will split into two portions, left one for D365 web browser while right side for mobile application configuration, like below


 
5.      For this demo, let’s take an example of Customers. Click on create button


6.      We will add a new mobile workspace for Customers and a page for “All customer”


7.      You will be navigated to the next screen for “All customer”, where you need to select fields for this App page. Go to Accounts receivable > All customers and click on “Select fields” in all customer page.





8.      When you click on “Select fields” on AX side “All Customer” form few fields will be highlighted, shown in below image

















9. Click on “+” sign next to each field to add them to your mobile app page. As you select these fields they will appear in right side window where you are configuring your mobile app. Once you select all your required fields click on Done.



10. On the next screen, to set any further property click on the Property button which is available for each selected field.


11. Now click on Back > Done > Save.
12. As a final step, you need to publish this app workspace, select your workspace and click on Publish button on top.


13. You get a system notification on the successful action.


14. I have tested this on an android device, go to your app. I hope you already logged in successfully in the mobile app earlier. Now pull down the screen to refresh ( as we do in most of the mobile app like Facebook, LinkedIn, Outlook). A new workspace must appear in the app, Customers, below are the screenshots from the app.


 






Here the sequence of a field that you selected during field selection for a page is very important, we choose Customer group first than Customer account hence we got Customer group on top of each record. So, choose your fields carefully.

In the next post, we will discuss how to create a new record using the mobile app. We will be continuing the same app there.

Enjoy…!!!

Thanks
Harry