Setting up the Service to Service Connection

A Service to Service connection is used in Cavallo for Business Central to facilitate communication between BC and Cavallo.  Follow these steps to set up this connection.

1. In the Business Central client, search for Azure Active Directory Applications and open the page
2. Select “New”, which will open the card for creating the connection
3. In the Client ID Field, enter the Application (Client) ID for Cavallo: f24cae8d-df4f-4729-9ea8-d2d84c53c7be
4. Fill in the Description field with “Cavallo Distribution Cloud”
5. Set the state to Enabled
6. Assign the D365 BUS FULL ACCESS and CAVALLO FULL permission sets in each company which will be accessed by Distribution Cloud
   1. If Nodus PayFabric is installed in the company, also give the NODUS PF ALL ACCESS permission set in each company.
   2. If Avalara AvaTax is installed in the company, also give the AVA AVATAX POST and AVA AVATAX VIEW permissions set in each company.
   3. If any InsightWorks modules are installed, also give any InsightWorks permission sets, including IWORKS COMMON, LICENSE PLATE MGMT, and WHI-ALL
   4. If Versapay is installed in the company, also give the the EFT GENERAL -CL- permission set
7. As an administrator user, select the “Grant Consent” button in the header of the screen to establish the connection

Microsoft has more in depth documentation on this functionality located here.