In order to make it easy to integrate with third-party solutions that generate content, Axtension Content Gate offers an out-of-the-box integration mechanism for solutions that support the storage of content making use of the standard document handling functionality.
For document types that are configured in Dynamics 365, F&SCM, Axtension Content Gate is added as a storage location. When this option is selected, the content category for storing the documents can be selected.
When a third-party solution adds a file of the defined document type to Dynamics 365, the document will be automatically stored in Axtension Content Gate.
Firstly you need a 'service principal' to allow D365 F&O to communicate with Content Gate. A service principal can be obtained by creating an App Registration in Azure. This App Registration must reside in the same Azure tenant that Content Gate is connected to. The App Registration does not need any permissions. Copy the registrations client id and generate a secret. You will need these in the following steps.
In Content Gate go to 'General Settings' and click on the tab 'Service Accounts'. Add the service principal there by clicking 'Add' and searching it by the first characters in it's name. Under 'Default Service Account Mode' you can specify what service principal should be used to communicate to external systems. This options only sets the default but does not actually determine if Content Gate uses that service principal. This can be configured in step 3.
Whenever a service principal is used to call Content Gate, Content Gate also needs a service principal to call any external service like D365 F&O. In this scenario by default Content Gate will communicate with D365 F&O with it's own service principal. It can however be beneficial to configure Content Gate to use a service principal of your own, so you are always in control of the principal and secret that is used.
In order to achieve this you will first need to add a secret to the service principal under 'General Settings' -> 'Service Accounts'. Click on 'Configure' in the column 'Secret' for the service principal you wish to use and add your service principal secret.
Next go to the Business Entity Connector for D365 F&O. On the 'General' tab under 'Advanced' enable the Service Account Mode and choose the service principal Content Gate should use. Note: Content Gate only uses service principals when the request was initiated by another service principal. When a regular user is making the request, Content Gate will always use that users credentials to call any external service to ensure users can only retrieve information they are allowed to see.
The service principal chosen in step 3 needs permissions to read certain entities in F&O. For example: if a document is uploaded to Content Gate via standard document handling and is linked to a customer, Content Gate will use a service principal to retrieve metadata for that customer and verify it actually exists. To add a service principal to F&O go to 'Microsoft Entra ID applications', add the client id of that service principal and link it to a user with the right permissions. The client id of the Content Gate service principal can be found in your Azure tenant under 'Enterprise Applications'.
In D365 F&O under System Administration -> Setup -> Content Gate -> Content Gate Parameters add the client id and secret from step 1. Also add the right authority URL, the format for this is: https://login.microsoftonline.com/{azure-tenant-id-or-name} e.g. https://login.microsoftonline.com/signupsoftware.com
In D365 F&O under Organization administration -> Document management -> Document types add or modify document types. You can now specify Content Gate as the storage location. You must also specify a Content Category.