Configure Dataverse virtual entities

This topic explains how to configure virtual entities for Finance and Operations apps in Microsoft Dataverse.

Important

The configuration steps in this topic are required only for Finance and Operations apps environments for which the Microsoft Power Platform integration is not enabled. For Finance and Operations apps environments for which the Microsoft Power Platform integration is enabled, the virtual entity configuration that is outlined in this topic is automatically done as part of the process for enabling the integration. For more information about how to enable the Microsoft Power Platform integration for Finance and Operations apps environments, see Enable the Microsoft Power Platform integration.

Getting the virtual entity solution

The Dataverse solution for Finance and Operations virtual entities must be installed from Microsoft AppSource virtual entity solution. For more information, see Finance and Operations virtual entity.

Ensure the following solutions are installed in Dataverse.

  • Dynamics365Company - This adds the Company entity, which is referenced by all Finance and Operations entities with a PrimaryCompanyContext metadata value.

  • MicrosoftOperationsVESupport - This provides the core support for the Finance and Operations virtual entity feature.

  • MicrosoftOperationsERPCatalog - This provides a list of available Finance and Operations entities through the mserp_financeandoperationsentity virtual entity.

  • MicrosoftOperationsERPVE - This is the API-managed solution, which will contain the generated virtual entities as they are made visible.

When updates are available for the virtual entity solution, they can be manually applied in the Power Platform admin center. For more information about how to manually install and update the virtual entity solution, see Manage Dynamics 365 apps.

Note

For Finance and Operations apps environments that the Microsoft Power Platform integration is enabled for, available updates to the virtual entity solution are automatically applied.

Authentication and authorization

After the solutions are imported into the Dataverse environment, both environments must be set up to connect to each other. Dataverse will call Finance and Operations apps by using Service-to-Service (S2S) authentication, based on an Azure Active Directory (Azure AD) application. This new Azure AD application represents the single instance of the Dataverse environment. If you have multiple pairs of Dataverse and Finance and Operations apps environments, separate Azure AD applications must be created for each pair to ensure that connections are established between the correct pair of Finance and Operations apps and Microsoft Power Platform environments.

Register the app in the Azure portal

The following procedure explains how to create the Azure AD application.

Important

The Azure AD application must be created on the same tenant as the Finance and Operations apps.

  1. Go to https://portal.azure.com > Azure Active Directory > App registrations.

  2. Select New Registration. Enter the following information:

    • Name - Enter a unique name.

    • Account type - Enter Any Azure AD directory (single or multi-tenant).

    • Redirect URI - Leave blank.

    • Select Register.

    • Make a note of the Application (client) ID value, because you will need it later.

  3. Create a symmetric key for the application.

    • Select Certificates & secrets in the newly created application.

    • Select New client secret.

    • Provide a description and an expiration date.

    • Select Save. A key will be created and displayed. Copy this value for later use.

Grant app permissions in Finance and Operations apps

The Azure AD application that you created will be used by Dataverse to call Finance and Operations apps. Therefore, it must be trusted by Finance and Operations apps and associated with a user account that has the appropriate rights. A special service user that has rights only to the virtual entity functionality must be created in Finance and Operations apps. This service user must have no other rights. After you complete this step, any application that has the secret of the Azure AD application that you created will be able to call this Finance and Operations apps environment and access the virtual entity functionality.

  1. In Finance and Operations, go to System Administration > Users > Users.

  2. Select New to add a new user. Enter the following information:

    • User ID - Enter dataverseintegration (or a different value).

    • User name - Enter dataverse integration (or a different value).

    • Provider - Set to NonAAD.

    • Email - Enter dataverseintegration (or a different value, does not need to be a valid email account).

    • Assign the security role CDS virtual entity application to this user.

    • Remove all other roles including System user.

  3. Go to System Administration > Setup > Azure Active Directory applications to register Dataverse.

    • Add a new row.

    • Client ID - The Application (client) ID created above

    • Name - Enter Dataverse Integration (or a different name).

    • User ID - The user ID created above.

Configure the virtual entity data source

The next step in the process is to provide Dataverse with the Finance and Operations instance to connect to. The following steps walk through this part of the process.

  1. In Dataverse, go to Advanced Settings > Administration > Virtual Entity Data Sources.

  2. Select the data source named "Finance and Operations".

  3. Fill in the information from the steps above.

    • Target URL - The URL at which you can access Finance and Operations.

    • OAuth URL - https://login.windows.net/

    • Tenant ID - Your tenant, such as "contoso.com".

    • AAD Application ID - The Application (client) ID created above.

    • AAD Application Secret - The secret generated above.

    • AAD Resource - Enter 00000015-0000-0000-c000-000000000000 (this is the Azure AD application representing Finance and Operations, and should always be this same value).

  4. Save the changes.

When the virtual entity configuration is completed, you can enable the virtual entities in Dataverse. For more information, see Enable Microsoft Dataverse virtual entities.