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Connections

Configure your connection(s) using the details provided by your Eftsure deployment manager. Since version 5.0, we're using Eftsure API v2 services which now require the use of clientId and ClientSecret for API authentication.

Authentication​

To create a client ID and secret, login to the customer portal, and click on the menu on the top right.

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Click on the Partner API Credentials menu item.

This will bring up the Partner API Credentials page:

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Click on the Generate Credentials button.

It will then open a new for API Credentials Generated:

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Click on the Screenshot buttons to copy the text to clipboard

Check the checkbox when you've copied and securely store the client secret. It will only be displayed once.

Finally, click on the Confirm and Close button. It will then display information about the app client credentials created:

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Connections​

Go back to Dynamics 365, head to Eftsure parameters and configure/check your connection(s).

If previously using API v1 (Basic Auth), create support ticket to move your sandbox/live environment to API v2 (Token Auth).

Get Eftsure API client Id and client Secret from Eftsure portal (previous step).

Configure client Id and secret into the appropriate connection.

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Use the Ping and Login buttons to validate your connection.

API settings​

Security protocol​

We currently offer 2 of the latest industry security protocol best practices:

  • TLS 1.2
  • TLS 1.3

For more information, see TLS

warning

Dynamics 365 Finance and Operations relies on the Windows Server and other underlying Microsoft services to handle its encrypted communications, so its supported cipher suites are tied to the TLS standards of the operating system and the target service it's communicating with, such as Azure. To ensure compatibility with modern security protocols, D365 FO and its connected services like Microsoft 365 require the use of TLS 1.2 and 1.3.

danger

TLS 1.3 is only available after Windows Server 2022, and might not available on some environments including devboxes. To enable TLS on devboxes easily, you can run IISCrypto to check your SSL protocols/cyphers and enable new ones.

Timeout​

Maximum duration (in seconds) of webservices call before timing out.

UserAgent​

Description of the userAgent used for Eftsure API services, in order to facilitate log extraction server side. Should match environment url at all times.