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ERP connection error with Dynamics 365

Updated

 

1. Summary of the issue

When posting invoices in AP Automation, the message "ERP connection error" may appear. In most cases, this is because the Client Secret in Azure has expired.

2. Target audience

This manual is intended for IT or Finance administrators of organisations using Dynamics 365 in combination with AP Automation.

3. Before creating a ticket

ℹ️
Info: First check yourself, or via your IT department, whether the Client Secret has expired. This prevents unnecessary delay when creating a ticket.

4. Checking if the Client Secret has expired

4.1 Navigation

Go to:
Azure Portal → Azure Active Directory (Entra ID) → App registrations

4.2 Steps

1. Find the correct application

Find the application used for the ERP connection.

2. Open Certificates & secrets

Open the application and go to Certificates & secrets.

3. Check the expiry date

Check the Expires column for the Client Secret. If this shows a date in the past, the Client Secret has expired.

5. Creating a new Client Secret (if expired)

5.1 Steps

1. Start creating

Click on New Client Secret.

2. Provide a description

Provide a clear description, for example "ERP connection Secret value".

3. Choose a validity period

Preferably choose 12 or 24 months.

4. Confirm

Click Add.

5. Copy the value immediately

⚠️
Attention: Copy the generated value immediately and store it securely. It will not be shown again later.

6. Creating a ticket with ISPnext

  • Create a ticket via the ISPnext Help Centre
  • Mention that the Client Secret for the ERP connection has been renewed
  • Share the new Client Secret value with the Support department via the ticket

7. What happens after creating the ticket

The ISPnext Support department updates the Client Secret in the ERP configuration and tests the ERP connection again. You will receive a response about this via the ticket.

8. Best practices

  • Renew the Client Secret before the current one expires to prevent a new ERP connection error
  • Set a reminder for the expiry date in your own calendar or ticket system
  • If in doubt, always check the expiry date in Azure first before creating a ticket

9. Summary

  • An ERP connection error is usually caused by an expired Client Secret in Azure
  • First check yourself or via IT whether the Client Secret has expired
  • If necessary, create a new Client Secret in Azure
  • Create a ticket with ISPnext and share the new value
  • Renew the Client Secret on time to prevent future issues