This guide helps you connect Microsoft Dynamics 365 Finance and Operations to HexaSync Automation Engine with a Microsoft Entra App that your company manages. When you finish, you will have created a Dynamics 365 F&O Connector App on HexaSync for one legal entity, and you can use the ready-made tasks to read data from F&O.
Before you start
- A Beehexa account to sign in to HexaSync. If you do not have one yet, sign up on the same page.
- A Microsoft Entra App that is prepared and linked to a user in D365 F&O.
- The Client ID, Client Secret Value and Tenant ID of the Entra App.
- The F&O Environment, which is the address you use to open F&O, for example:
https://contoso.operations.dynamics.com- The Data Area ID of the legal entity you want to read data from, for example usmf.
No Entra App yet? If you do not have an Entra App, or the application is not linked to D365 F&O yet, follow the guide to creating a Microsoft Entra App for Dynamics 365 before you continue.
Part 1: Connect Dynamics 365 Finance and Operations on HexaSync
Step 1: Sign in to HexaSync
- Go to HexaSync Automation Engine and sign in with your Beehexa account.
Step 2: Start connecting Dynamics 365 Finance and Operations
- Open Microsoft Dynamics 365 F&O authentication on HexaSync.
- On the Check connection details screen, find MS Dynamics 365 F&O and select Connect.
Step 3: Enter the connection details
- On the Choose an app to connect to MS Dynamics 365 F&O screen, select Another App.
- On the Connect HexaSync to your Entra App and F&O environment screen, enter the following four values:
| Field | Value |
|---|---|
| Client ID | The Application (client) ID of the Entra App. |
| Client Secret | The Client Secret Value of the Entra App. |
| Tenant ID | The Directory (tenant) ID of the Entra App. |
| F&O Environment | The F&O address the application is allowed to access, for example https://contoso.operations.dynamics.com. |
- Select Continue.
Step 4: Confirm the connection and create the Connector App
- When the screen shows MS Dynamics 365 F&O with the status Connected, select Create [Beehexa] MS Dynamics 365 F&O Connector.
Step 5: Complete the Connector App details
- Check the suggested name and change it if needed.
- Enter the Data Area ID (legal entity), for example usmf.
- Select Continue.
Note:
- Each Connector App in this flow reads data in one legal entity only. If you need to read another legal entity, create another Connector App with the matching Data Area ID.
- Creation can take a few minutes. Keep the page open until HexaSync opens the Connector App you just created.
Part 2: Check the result after connecting
After the Dynamics 365 F&O Connector App is created, the app screen on HexaSync shows 2 tasks by default:
- Released Product Variants: reads the released product variants of the legal entity.
- Inventory Levels: reads inventory by product, site and warehouse.
Note: Schedulers that run the tasks automatically are not set up yet. You can select Pull All to pull the latest data. The default tasks in this guide only read data and do not write data to F&O.
Part 3: Common errors and how to fix them
| Message | How to fix it |
|---|---|
| We Couldn’t Connect To Your F&O Environment | Check the Client Secret, Tenant ID and F&O Environment. If the Client Secret has expired, create a new secret and update the connection details. |
| Please Use Your Own Entra App | Select an Entra App that your company registered, or select Another App to enter a different application. |
| HexaSync Could Not Register Your Entra App | Check that you entered both the Client ID and the Client Secret, then try again. |
| The name already exists | Choose a different name for the Connector App. |
| Profile Quota Reached | Contact support@beehexa.com to check your current limit. |
| A task has no data | Check the Data Area ID and the permissions of the F&O user linked to the Entra App. |
For other cases, send a screenshot of the error (with sensitive information hidden) to support@beehexa.com.
Security note: Do not send the Client Secret in a screenshot or a regular email.
Part 4: Frequently asked questions
Where do I get the Client ID, Tenant ID and Client Secret?
These values come from the Microsoft Entra App. See the guide to creating a Microsoft Entra App to connect Dynamics 365 F&O to HexaSync to prepare the application and authorize it in F&O.
What is the Data Area ID?
It is the legal entity code in D365 F&O. The code is shown in the company area in F&O, for example usmf, and is used when you create the Connector App.
Is Dynamics 365 Finance and Operations connected to HexaSync once the Entra App is created?
Not yet. You still need to link the Entra App to a User ID in D365 F&O, assign suitable permissions to that user, then complete the connection flow and create a Connector App on HexaSync.
Can one Connector App read several legal entities?
Not in the flow described here. Each Connector App reads one legal entity. Create another Connector App if you need to work with a different Data Area ID.
After a successful connection, does HexaSync get data from Dynamics 365 Finance and Operations automatically?
Not yet. After the Dynamics 365 F&O Connector App is created, HexaSync provides 2 ready-made tasks, Released Product Variants and Inventory Levels, but automatic run schedules (Schedulers) are not set up. You can select Pull All to get new data from F&O. If you want the data to update automatically, set up Schedulers for the tasks.
Does HexaSync write or change data in Dynamics 365 Finance and Operations?
No. The Dynamics 365 F&O Connector App only reads data. It does not write or change data in Dynamics 365 F&O.