In Dynamics NAV 2017, you can use the Set Up Azure Management Portal guide to register Dynamics NAV in the Azure Management Portal and extract the information you need to use services such as the Sales and Inventory Forecast extension, Power BI, Office 365, and so on. The point of the registration is that Dynamics NAV and the service that you want to connect to must know the Azure Active Directory (Azure AD) details about each other. You must register in the Azure Management Portal only once, and you must be an administrator or superuser in Dynamics NAV plus log in to the Azure Management Portal as the Office 365 administrator.
If you use the Dynamics NAV 2017 image in the Azure Gallery, the script to deploy a demo environment has been updated to register correctly. For more information, see Freddy Kristiansen’s blog post here (and follow his blog in general): https://blogs.msdn.microsoft.com/freddyk/2016/11/12/updates-to-the-azure-gallery-image-kind-of/
If you want to use services such as embedded Power BI and the new Outlook add-ins in your on-premises deployment, the Azure AD Application Setup wizard helps you register your solution in the Azure Management Portal. Also, a topic on Help Server called How to: Register Dynamics NAV in the Azure Management Portal explains the process. However, after step 8, it misses an important piece of information: Give the relevant services access to your app.
The following section explains the steps required to register your Dynamics NAV deployment so that you can use services such as Power BI, Power Apps, Flow, and so on.
To register Dynamics NAV in the Azure Management Portal
- Log in to the Azure Management Portal at https://portal.azure.com. Log in as the administrator of your Office 365 tenant.
If you are not familiar with the Azure Management Portal, you can find guidance in the Azure documentation library.
- In the left navigation pane, choose More services, and then choose App registrations.
- In the top menu, choose Add, and then, in the Create pane, fill in the fields with the following information:
– Name: Specify a name for your Dynamics NAV solution, such as Dynamics NAV.
– Application Type: Choose Web app / API.
– Sign-on URL: Enter the URL for your Dynamics NAV browser client, such as https://MyServer:8080/DynamicsNAV/WebClient/OAuthLanding.htm.
The OAuthLanding.htm file is a file that helps manage the exchange of data between Dynamics NAV and other services through Azure AD.
- Choose the Create button.
This adds your Dynamics NAV to the App registrations pane, so you can now add settings to it.
- In the App registrations list, choose your new app. If this does not open the Settings pane, you should see an action to open Settings.
- In the Settings pane, in the API Access section, choose Keys.
- In the Keys pane, specify a description and when you want to let the key expire, and then choose Save.
- Copy the generated key to a temporary location – you will need it in the Azure AD Application Setup wizard in Dynamics NAV.
- In the API Access section, choose Required Permissions.
- Add delegated permissions to view all reports to the Power BI Service
- Add delegated permissions to Sign In and read user profile to Windows Azure Active Directory
- Close the Settings pane, and then, in the Essentials pane, copy the value of the Application ID to a temporary location.