Technical configuration

Deployment Runbook

1. Deployment Steps

2. Applicant Portal

Applicant portal is a portal designed for companies that can be used by Hr’s and applicants. The companies can create the job from D365 and that job will appear on the applicant portal. The applicants who will visit the applicant portal will see the job’s and submit application for the job and can track their application using applicant portal.

3. Prerequisite

  1. Operation System: Windows Server 2020 version above (Web Server)
  2. D365 F&O base URL
  3. Azure AD App Client Id
  4. Azure AD App Client Secret Id
  5. Azure Blob Storage
  6. Environment URL For calling backend services
.NET 6 SDKhttps://dotnet.microsoft.com/en-us/download/dotnet/thank-you/sdk-6.0.427-windows-x64-installer
.NET Runtimehttps://dotnet.microsoft.com/en-us/download/dotnet/thank-you/runtime-aspnetcore-6.0.35-windows-x64-installer
Rewrite Urlhttps://download.microsoft.com/download/1/2/8/128E2E22-C1B9-44A4-BE2A-5859ED1D4592/rewrite_amd64_en-US.msi

4. Create Azure AD App (Customer)

4.1 Create a new app

  1. TODO 01- Create Native Application – Soletechs E learning
  2. If you have multiple AAD tenants, select the one that you want to use to create a new app.
  3. Go to Menu in the left corner of the portal and select Azure active directory |App registration. The following screenshot shows the form to add a new application:
  4. Click on
    • New application registration, and, in the new form, fill in all the details as in the following table and hit the create button:
NameASSWebIntegrationApp
Application typeAccounts in this organizational directory only 
  1. On completion of this registration, AD assigns your application a unique client identifier, that is, Application ID to your application:
  2. Click on
    • Certificates & Secrets under the Clients Secret create a new client secret and define the following
  3. Check the API Permissions and make sure all other properties for this new application are in place before using it. Refer to the following screenshot:
  4. Click on Owners and add the ASS user id as a member to access this app.
  5. Now let’s register this app in Dynamics 365 for Finance and Operations. Navigate to System administration | Setup | Microsoft Entra ID applications form, click on the new button and fill in the required details as follows:

5. Setup Azure AD in D365 F&O (Customer)

TODO 02- Setup Microsoft Entra ID applications – Soletechs E learning

  • Login dynamics 365 by admin user
    • Prefer to login by HCMADMIN user
    • Be sure user has system administrator role
  • Select System Administration
  • Select setup
  • Select Microsoft Entra ID applications
  • Click new
  • Define application ID in client ID
  • Define the name (ASS Application)
    • Name should be ASS Application to activate the shared application user
  • Define the shared mobile application for all users

6. Create Azure Blob Storage

TODO 05- APP Attachment Setup – Soletechs E learning

6.1 Setup in D365 F&O

  • Navigate to D365 > Self services > Setup > Application parameters > Azure blob storage
  • Define the Connection string, Storage account name, Container name, Environment and enable Microsoft defender checkbox

7. Deployment Step

Step NameDetail
Login to Web Server• Login to web server from your remote desktop
Step NameDetail
Set Application pool• Open IIS as administrator
• On left side you can find Application pool
• Right click on Default web site under Sites in Application pools
Step NameDetail
Set Application pool• You need to add the alias and add the physical path that will reference to the backend package files which we provided
Step NameDetail
Set Application pool• These steps you need to repeat for both of the packages one for the frontend and one for the backend
Step NameDetail
Updating the index Files• After setting up both the applications in application pools. You need to update the frontend application index file. you need to update the href attribute
• Right click on application and click on explore
Step NameDetail
Updating the index Files• Click on explore it will take you to the application files
• You need to edit the index file you need to update the href with the name of the application you created in the application for just frontend application
Step NameDetail
Updating the Environment Url’s• After updating the environment urls you need to update the frontend configurations url’s according to your server so that frontend points to correct server where your backend api’s are hosted
Update the Logo• There is a configuration file in the frontend application
• You need to update it with your logo if you need to change the logon. First of all, place your logo in the assets folder and add the name of your logo in the configuration file.

8. Technical Validation

Technologies UsedDetail
ANGULARThe frontend of the applicant portal is built in ANGULAR Version 15.2
ASP.NET The backend api’s are built in .NET 6
D365Behind the scenes all the management is done through d365, data saving, data collection as well as data management
AzureAzure Blob storage is used to handle the attachments upload through applicant portal