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Technical Requirements for installation ​

The following technical specifications are the pre-requisites for the installation of ExFlow with Microsoft Dynamics 365 for Finance and Operations. Note: The Customer is responsible for having the right license and support agreements with Microsoft.

ExFlow in Microsoft Dynamics 365 for Finance and Operations Cloud​

  • ExFlow is installed via the automatic build procedure or from a deployable package, after a complete compilation of Microsoft Dynamics 365 for Finance and Operations.
  • ExFlow approvers must be users in Microsoft Dynamics 365 for Finance and Operations with minimum license type Team Member User.
  • Microsoft Dynamics 365 for Finance and Operations Email parameters must be set up by the partner or the customer.
  • Microsoft Dynamics 365 for Finance and Operations Document management must be set up by the partner or the customer.

ExFlow Web SaaS Multitenant (optional)​

  • The approval process can be handled both from an external web application and/or within the standard Microsoft Dynamics 365 for Finance and Operations installation.
  • The SaaS application is deployed in a ExFlow multitenant environment shared with other web applications.
  • Connected to Azure AD and Microsoft Dynamics 365 for Finance and Operations thru a so-called Enterprise Application. Consented by an Azure Global Administrator.
  • Communication with Microsoft Dynamics 365 for Finance and Operations with Azure AD and Oauth 2.0.
  • Same security technology that Microsoft Dynamics 365 for Finance and Operations is using.
  • Registering the necessary Azure AD Enterprise Application(s) as service user in Microsoft Dynamics 365 for Finance and Operations.

ExFlow Web SaaS Dedicated (optional)​

  • The approval process can be handled both from an external web application and/or within the standard Microsoft Dynamics 365 for Finance and Operations installation.
  • The SaaS application is deployed into its own ExFlow resource pool used only by your web environments.
  • Connected to Azure AD and Microsoft Dynamics 365 for Finance and Operations thru a so-called Enterprise Application. Consented by an Azure Global Administrator.
  • Communication with Microsoft Dynamics 365 for Finance and Operations with Azure AD and Oauth 2.0.
  • Registering the necessary Azure AD Enterprise Application(s) as service user in Microsoft Dynamics 365 for Finance and Operations.
  • Same security technology that Microsoft Dynamics 365 for Finance and Operations is using.

ExFlow Web Self-hosted (optional)​

  • The approval process can be handled both from an external web application and/or within the standard Microsoft Dynamics 365 for Finance and Operations installation. If the external web in customer owned cloud should be used an Azure subscription is needed.
  • Azure subscription admin or Contributor account.
  • ExFlow Web is running as an App Service on the customer Azure environment as a Resource group and will therefore require the customer to have an Azure subscription.
  • Deployed into the tenant’s Azure environment as a Resource group that contains
  • Web site.
  • Storage account.
  • Connected to Azure AD and Microsoft Dynamics 365 for Finance and Operations thru a so-called App Registration.
  • Registering the necessary Azure AD Enterprise Application(s) as service user in Microsoft Dynamics 365 for Finance and Operations.
  • Communication with Microsoft Dynamics 365 for Finance and Operations with Azure AD and Oauth 2.0.
  • Same security technology that Microsoft Dynamics 365 for Finance and Operations is using.

ExFlow Web Application on-premise (optional)​

  • The approval process can be handled both from an external web application and/or within the standard Microsoft Dynamics 365 for Finance and Operations installation.
  • On-premise D365 F&O.
  • Sufficiently setup and update ADFS environment to support external communication.
  • Deployed into customer Service Fabric as a VM.
  • Communication with Microsoft Dynamics 365 for Finance and Operations with ADFS and Oauth 2.0.
  • Same security technology that Microsoft Dynamics 365 for Finance and Operations is using.

ExFlow Web Client Software (optional)​

Clients can be Windows 7 or later, Apple Mac, iPad, iPhone with iOS, Android tablets & phones with the latest release of the operating systems. Supported web browsers (the latest versions):

  • Google Chrome (recommended)
  • Microsoft Edge
  • Safari

Invoice Data Integration other than ExFlow Data Capture (optional)​

ExFlow can import invoice data from

  • Azure blob storage
  • SFTP
  • FTP (can be used for non self-service environments)

Updated 2024-03-27

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