Microsoft Dynamics 365 Finance and Operations

This guide explains how to connect Microsoft Dynamics 365 Finance & Operations (F&O) with Position Green in order to synchronise transactional accounting data for spend analysis and emissions modelling. Dynamics 365 Finance is legal-entity (company) driven. Correct setup of users, roles, and legal entities is required to ensure all relevant companies are shared with Position Green.

Overview

Position Green integrates with Dynamics 365 Finance & Operations using:

• Microsoft Entra ID (Azure AD) App Registration
• OAuth 2.0 client credentials flow
• Dynamics 365 Finance OData APIs
• Posted accounting data via BI entities (recommended by Microsoft)

The integration is read-only and does not modify data in your Finance environment.

Prerequisites

Before starting, ensure you have:

• A running Dynamics 365 Finance & Operations environment
• Access to Microsoft Entra ID
• A user account with:
  • Azure tenant admin permissions (for consent)
  • Finance system administrator permissions (for user & role setup)

Application Details (Provided by Position Green)

Position Green has already created the Azure App Registration used for the integration.

• Application name: Position Green AS Dynamics 365 FO Integration
• Application (Client) ID: e594856f-df39-4ea5-95f1-01736ab148b8
• Resource App ID: 00000015-0000-0000-c000-000000000000 (Dynamics ERP)
• Permission: Connector.FullAccess (Application permission)

Step 1: Approve the Enterprise Application (Admin Consent)

Important: A tenant administrator must approve the application in your Azure tenant!

1. Locate your Tenant ID

Go to your Azure Portal -> Microsoft Entra ID and copy your Tenant ID.

2. Grant consent

Open the following URL in a web browser (replace {TENANT_ID} with your actual tenant ID):

https://login.microsoftonline.com/{TENANT_ID}/adminconsent?client_id=e594856f-df39-4ea5-95f1-01736ab148b8&redirect_uri=https://www.positiongreen.com/

After approval, you will be redirected to the Position Green website.

3. Verify

In Azure Portal → Microsoft Entra ID → Enterprise