Warehousing for on-premises deployments

Prerequisites:

The Warehousing app is available on Android and Windows operating systems. To use the app for on-premises deployments, at a minimum, it must be version 1.1.1.0. You must also have one of the following supported versions of Microsoft Dynamics 365 for Finance and Operations. Use the information in the following table to evaluate if your hardware and software environment supports the configuration.

Platform Version
Android 4.4 and up
Windows (UWP) Windows 10 (all versions)
App version 1.1.1.0 and above
Microsoft Dynamics 365 Dynamics 365 for Finance and Operations platform update 11 (on-premises)

 

Create an application entry in AD FS:

For a successful authentication exchange between AD FS and Finance and Operations, an application entry must be registered in AD FS under an AD FS application group. To create this application entry, run the following Windows PowerShell commands on a machine where the AD FS is installed. The user account must have enough permissions to administer AD FS.

1. Enter the following command in the Windows PowerShell console to create the application entry:

Add-AdfsClient -Name 'Dynamics 365 for Finance and Operations - Warehousing' -ClientId ([guid]::NewGuid()) -ClientType Confidential -GenerateClientSecret -RedirectUri '\<Resource URL\>' -ADUserPrincipalName '\<Admin user\>'

The <Resource URL> can, for example, be https://ax.d365ffo.onprem.contoso.com (where https://ax.d365ffo.onprem.contoso.com is the URL to access Finance and Operations).

The <Admin user> can be any user with admin access to the AD FS machine.

2. Save the values that you received.

3. Run the following command to grant permission to the application:

Grant-AdfsApplicationPermission -ClientRoleIdentifier '\<Client ID received in previous steps\>' -ServerRoleIdentifier '\<Resource URL\>' -ScopeNames 'openid'

Create and configure a user account:

To enable Dynamics 365 for Finance and Operations to use your AD FS application, you must create a user account in Microsoft Dynamics 365 with the same user credentials as the user of the Warehousing app:

1. Create a user in Finance and Operations and assign the Warehousing mobile device user role to the user.

a. Go to System administration > Common > Users.

b. Create a new user.

c. Assign the warehouse mobile device user role, as shown in the example screenshot.

 

2. Associate your AD FS application with the Warehousing app user.

a. In Finance and Operations, click System administration > Setup > Azure Active Directory applications.

b. Create a new line.

c. Enter the client ID that you obtained when you created an application entry in AD FS (step 2 in “Create an application entry in AD FS”). Enter a name, and select the Warehousing app user.

Certificates:

Customers need to make sure that the devices with the app installed have the right certificates to access the resources. If they are using self-signed certificates, these will need to be installed on each device.

Configure the application:

1. In the app, open Connection settings.

2. Enter the following information:

a. Active Directory Client ID – The client ID that is obtained when an application entry is created in AD FS (step 2 in “Create an application entry in AD FS”).

b. Active Directory Client Secret – The client secret obtained when an application entry is created in AD FS.

c. Active Directory Resource – The DNS URL for Finance and Operations AOS. Append the URL with ‘/namespaces/AXSF’.

d. Active Directory Tenant – The DNS URL for Finance and Operations AD FS machine. Append the URL with ‘/adfs/oauth2’.

3. Company – Enter the legal entity in Finance and Operations to which customer wants the application to be connected.

4. Select the Back button in the top-left corner of the application.

The application will now connect to your Finance and Operations server and the log-in screen for the warehouse worker will display.

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