---
title: "Configuration - Lasernet CE Connector - Installation Guide"
slug: "configuration"
description: "This page describes the steps and processes required to configure the Lasernet CE Connector: Azure, Power Platform, FO, and CE. "
tags: ["Data sources", "Lasernet CE Connector", "Query wizard", "Entity report", "LACCRM", "Sandbox", "Azure", "Dynamics 365", "XML", "Class", "Archive", "Flyout", "OData", "Query"]
updated: 2026-06-10T11:03:33Z
published: 2026-06-10T11:03:33Z
canonical: "kb.lasernetgroup.com/configuration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuration

## Create a Class Report

It is now necessary to create a report that can be run from within CE.

In this scenario, a quote report will be used.

The system must be configured so that a user in CE, with security privileges and access limited to CE, can click a button on the **Sales Quotation** form in CE and view a report delivered to their screen.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-4S3WHRHB.png)

### Create the Query in FO

To create the query in FO, the process is exactly the same as creating the test report when we validated the connection in the previous step. Follow these steps:

1. Navigate to the **Lasernet** > **Common** > **Reports**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-PQ0ONTBD.png)

1. Click **New**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Q8XPITL2.png)

1. On the newly created query, define the following:

- **Origin**: **Class**
- **Report design name**: **CESalesQuotation**
- **Active** checkbox: Selected.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-W74K49GL.png)

1. Save the query.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-LVE5PCU0.png)

1. In the **Archive** FastTab of the report, define the following:

- **Archive**: **Default**
- **Destinations to archive**: **All**
- **Save XML** toggle: **Yes**

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-NS6NL2HY.png)

1. Save the query again, then click the **Query wizard** button.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-GK3YRU0W.png)

1. Click **Next**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-ADQXAEBI.png)

1. From the **Connection** drop-down, select the CE connection that was configured in the previous steps, then click **Next**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-V03B1RG0.png)

1. On the **Report sources** form, select the data sources that will be needed for the Sales Quotation report. To select an entity, search for it in the search bar, highlight the row, then use the right-pointing arrow in the center of the screen to add the data source to the query.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-E8WI4FDN.png)

1. Continue adding data sources as needed for your report. In this example, **quotes**, **accounts**, and **quotedetails** have been added.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-98RDH4BN.png)

1. In this example, we are also going to add a data source from FO. Select **All tables** from the **Related entities** dropdown.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5VOBXNHA.png)

1. Search for **CustTable** and add it to the query under the **accounts** entity.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-MHEB01R4.png)

### Define the Relation Using the Query Wizard

Now, data sources are included in the query in both CE and FO. However, because these data sources come from different systems, they do not have a native relationship with each other, so the relationship needs to be defined in the Query Wizard.

1. Select the **CustTable** data source, and, on the **Relation** tab, click **New**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-ZSTW16DM.png)

1. Now, we need to define the relationship between the two tables. In this instance, it will be defined through the **account number** fields: in CE, **accountnumber**; in FO, **AccountNum**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-6WTTEPR3.png)

1. Select the appropriate fields from the dropdown menus and click **Next**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-O21WQNAF.png)

The next form is similar to the former, but rather than displaying all data sources present in the system on the left, and the data sources in our query on the right, all the fields from the data sources in our query are displayed on the left, while the fields that we have selected for our query are displayed on the right. For FO tables, this will always include **Recid**.

1. Select the fields that we want to add to our query. In this example, we have added generic information about the quote and account from CE, and the address from the customer in FO.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-VCM69Z50.png)

1. Here, you can experiment by adding different data based on your individual requirements for a Sales Quotation document, then click **Finish**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-UJ3BDLA5.png)

1. This class report has been created, and you are ready to move on to the next step. If you want to check the data your query will fetch and add or remove fields, click **Run report**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-G5HOC39I.png)

1. Accept the defaults and click **OK**. The **Report is not recognized** output will be shown, which is expected because no Lasernet form has been set up yet.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-LYZE2ZMF.png)

1. Click **Show XML**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-BTPXECMN.png)

## Create an Entity Report

To let FO know when to run the class report, it is necessary to set up an entity report that listens to messages coming from CE and uses them to identify which query to run in FO.

To set this up, follow these steps:

1. Navigate to **Lasernet** > **Setup** > **Dataverse/Dynamics 365** > **Entity reports**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-B2P2YQW6.png)

1. Click **New**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-4AMXOQD1.png)

1. Select the test report that was created in the previous section from the **Report name** dropdown.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-DLPN4D86.png)

1. Set the **Active** and **Recording** toggle buttons to **Yes**, then save the form.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-9XA5V3VB.png)

1. This entity report is now ready and waiting to receive a message from CE when the user runs the report.

## Create an OData Dialog

Follow these steps to create the OData dialog in CE that sends the message to the entity report:

1. Navigate to the CE instance that is being linked to FO and navigate to **Advanced Settings**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-RFDN18GA.png)

1. In the **Power Platform Environment Settings** form, scroll down to the **Lasernet** section of the left-hand side navigation menu and click **OData Dialogs**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-KSM8GDCF.png)

1. Click **New**. The **OData Dialog** form will be displayed for you to enter some details.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-AVA1J1ZK.png)

a. **Name**: This needs to be a description. Define a naming convention your organization will use for these dialogs. In this example, it will be named the same as the class report it will run in FO.

b. **Button Text**: This is the text that will show on the screen for the user to click on. In this example, it will be **Quote**.

c. **Multi Select**: Leave this as **No**.

d. **OData Endpoint**: This should be the URL of the FO environment, followed by `/api/services/LACCRMServiceGroup/LACCRMReportExecuteService/newReport`.

e. **OData Submit Endpoint**: This should be the URL of the FO environment, followed by `/api/services/LACCRMServiceGroup/LACCRMReportExecuteService/executeReport`.

f. **Azure Client id**: This can be copied from FO or the app registration. In FO, it can be copied from **Lasernet > Setup > Dataverse/Dynamics 365 > Lasernet Dataverse/Dynamics365 Setup**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-RB91T8KO.png)

g. **Azure Client Secret**: This can be copied from the same place as the client ID above. Use the view button to see the value:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-K2RDOHWC.png)

h. **Authority URL**: This can be found in the same place as the client ID and secret, followed by `/oauth2/token`.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-INL1LKH6.png)

i. **Authority Resource URL**: This is the URL of the FO environment. It can be copied from the browser.

1. Once these fields have all been filled in following the instructions above, click **Save** (in CE, the **Save** button is in the bottom right-hand corner of this form). The form will look as follows:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-LJQTW5E3.png)

Two more settings must be configured on this form: the **Pass-through data** and the **Pre-Fetch Print Dialog** options.

5. The **Pass Through Data** is what will be used to match this Odata dialog to the entity report in FO, so give it a unique value - in this instance, we will use **quote**.

6. The **Pre-Fetch Print Dialog** option should be set to **Yes**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-U7SHR9FQ.png)

## Create Menu Items in CE

For the user to be able to run the report from the user interface in CE, the following areas need to be configured:

- **Criterion**: This is a rule that defines where a group or flyout can be displayed in the system.
- **Groups**: A group of OData dialogs.
- **Flyouts**: A drop-down list containing a number of different groups.

To create the criteria, follow these steps:

1. Navigate to the **Lasernet** > **Criterion**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-HG44B0IH.png)

1. Open the criteria list page and click **New**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-E7YRWXOQ.png)

The first created criteria is **DenyAll**. A second criterion will be created to enable the group to be shown on specific forms.

1. Set the **Name** as **DenyAll**, then set the **Criteria Type** to **Deny**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-E8L7VL6L.png)

1. Save this criteria, then create a **New** criteria.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-QOJBDPUW.png)

1. Set the **Name** as **AllowQuote** and then set the **Criteria Type** to **Allow** and the **Primary Entity Type** as **quote**, and then **Save** this criteria too.

Note

It is important that the **Primary Entity Type** is correct. It is case-sensitive and must be the **Logical Name** of the entity/table in CE. You can find it in the following list of tables: ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-9OHN842R.png)

or on the **Table** itself as the **Logical name**: ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-FRHMBU2W.png)

### Create a Flyout

To create a flyout, follow these steps:

1. Navigate to **Lasernet** > **Flyouts**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-DCATBRHN.png)

1. Open the **Flyouts** form and click **New**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-NFN97JWF.png)

1. On the displayed form, give the flyout a sensible name, then click **Save**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-2NJH2IP3.png)

1. Click the **Add Existing Lasernet Criteria** button on the **Lasernet criterion** section and add both the criteria that were created in the previous section.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-3IGOQ149.png)

Once selected, the **Lasernet criterion** tab should appear as follows. The order of the criteria is not important:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1ID8O4JQ.png)

1. Save the flyout.

### Create the Group

To create the group and link all the configurations together, follow these steps:

1. Navigate to **Lasernet** > **Groups**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1NZ2GF1S.png)

1. Open the **Groups** list page, then click **New**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-8UAHLGDT.png)

1. In the **Name** field, type **Quotes Group**, then click **Save**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-HMNZB239.png)

1. Link the new **Quotes Group** to the flyout by scrolling down to **Lasernet flyouts/groups(Groups)** and clicking the **New Lasernet flyout/group** button.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-ZEOL7Z8D.png)

The following form will be shown:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-16WOTB7L.png)

This form defines the link between the flyout and the group:

a. **Name**: Give the link record a sensible name. It makes sense to establish a naming convention for your organization to use consistently across all these records.

b. **Flyout**: Using the magnifier icon, select the **Sales Quotation** flyout that was created in a previous step.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-MZ8BJ32L.png)

c. **Group**: In the same way as above, select the **Quotes Group** that was just created.

d. **Order**: Set to **1**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-011B2ST1.png)

1. Save the record and close the form.

The group also needs to be linked to the OData dialog.

1. Scroll further down to the **Lasernet groups/OData Dialogs(Group)**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-FQZFFMAF.png)

1. Click the **New Lasernet group/OData Dialog** button. The following form will be displayed:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Y94ABJXE.png)

This form defines the link between the group and the OData dialog.

a. **Name**: Give the link record a sensible name. It makes sense to establish a naming convention for your organization to use consistently across all these records.

b. **Group**: Select the **Quotes Group** that was previously created.

c. **OData Dialog**: Select the **CESalesQuotation** dialog that was previously created.

d. **Order**: Set to **1**.

1. Save the record.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-PM2WYL5G.png)

1. To verify this configuration, navigate to the **Quotes** entity in CE.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-NWPH3TTT.png)

1. Open one of the quotes to view the **Quotes** form.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-AIQTTCGS.png)

The **Quotes** form now includes a **Lasernet** button with a **Flyout** menu that displays all OData dialogs in the linked group.

1. Confirm that the criteria is working correctly by navigating to the **Accounts** entity in CE.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-7Z0U3JDX.png)

1. Select an account and double-click it to open the **Accounts** form.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-JK7QIBUA.png)

No **Lasernet** button is shown.

## Recap — What Has Been Configured

For communication between CE and FO to work, several settings must be configured. Assuming that the environments, licenses, and users have been properly configured, check that the following steps have been carried out before moving on:

#### Azure

Within Azure, you must configure:

- **App Registration** with the client ID and client secret generated, and other config as per the guides.

#### Power Platform

Within the Power Platform, you need to configure:

- **CE Application User** with correct security privileges and with the correct application linked.
- **Lasernet Security Privileges** for the CE user.

#### Finance and Operations

Within FO, you need to configure:

- **Dataverse/Dynamics 365 connection** with the correct information copied into the connection.
- **App Registration User** with the client ID assigned to them.
- **Connection**: Add the new Dataverse connection to the **Connections** form.
- **Class Report** to get the information from CE.
- **Entity Report** to define what happens to the message from CE in FO.

#### Customer Engagement

Within CE, you need to configure:

- **Create an OData Dialog**: This is where we define how the message will be sent between CE and FO.
- **Create CE Menu Items**: This enables users to click a button to run the report. This requires **Criteria**, **Groups**, and **Flyouts**, and that all these records be linked properly.