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#REDIRECT [[Microsoft-dynamics-365-integration-guide/Configuration/EnableScenariosAccessDynamics365]]
= Configure Microsoft Azure and Dynamics 365 CRM for Web API access =
 
 
 
== Step 1: Add new registered app ==
 
# In the ''Azure Portal > Azure Active Directory > App Registrations'', click '''Add New''' to add a new registered app.<br /><br>
 
# Edit the registered app fields with the following values:<br /><br>
 
## '''Application type''' - Web app / API<br /><br>
 
## '''Application ID''' - The Client ID<br /><br>
 
## '''Object ID''' - This ID will be filled in for the registered app<br /><br>
 
## '''Home page''' - http://localhost [Note: use exactly this value as it also will be hardcoded in the Azure Portal]<br /><br />[[File:MS365-11-53.png|800px|thumbnail|center|App registration fields]]<br /><br>
 
 
 
== Step 2: Add API access ==
 
# In the newly created app, go to ''Required Permissions > APIs > Add'' to add API access.<br /><br>[[File:MS365-12-53.png|800px|thumbnail|center|Add API access]]<br /><br>
 
# In ''Add API access'', make the following selections:<br /><br>
 
## In ''Select an API'', select '''Dynamics CRM Online API'''.<br /><br>
 
## Select the checkbox for '''Delegated Permissions'''.<br /><br>
 
## When done, click '''Grant Permissions'''.<br /><br>
 
 
 
== Step 3: Get the key (the Client Secret) and endpoint ==
 
# In the newly created app, go to ''Keys'' and:<br /><br>
 
## In ''Description'', name the app key.<br /><br>
 
## In ''Expires'', set '''Never expires'''.<br /><br>
 
## Click '''Save'''. Once saved, the key value will be shown. The key value is the ''Client Secret'', which you need for later configuration steps.<br /><br>
 
## '''Copy the key value now''' because this is the only moment you can see the actual key.<br /><br>[[File:MS365-13-53.png|800px|thumbnail|center|The key is the Client Secret]]<br /><br>
 
# Go to ''App Registrations > Endpoints'' and copy the '''OAUTH 2.0 Authorization Endpoint''' and '''OAUTH 2.0 Token Endpoint''' values.<br /><br>[[File:MS365-14-53.png|800px|thumbnail|center|OAUTH 2.0 endpoint values]]<br /><br>
 
 
 
== Step 4: Update security roles ==
 
# Open the Dynamics 365 CRM (not Azure) application, and go to ''Settings > Security > Security Roles''.<br /><br>
 
## Add new role (or copy existing role).<br /><br>
 
## Make sure the role has required privileges (the screenshot shown only grants access to the Account CRM object).<br /><br>[[File:MS365-15-53.png|800px|thumbnail|center|Role assignment]]<br /><br>
 
 
 
== Step 5: Add app users ==
 
# Go to ''Settings > Security > Users''.<br /><br>
 
## Switch view to '''Application Users'''.<br /><br>[[File:MS365-16-53.png|800px|thumbnail|center|Application Users view]]<br /><br>
 
# Add new user.<br /><br>
 
## Once new user form is shown, change it to '''Application User'''.<br /><br>[[File:MS365-17-53.png|800px|thumbnail|center|User account information]]<br /><br>
 
# In ''Account Information'', fill in the following:<br /><br>
 
## '''User Name'''<br /><br>
 
## '''Application ID''' - Your application ID (i.e., the Client ID)<br /><br>
 
# In ''User Information'', fill in the following:<br /><br>
 
## '''Full Name''' - User's first name and last name<br /><br>
 
## '''Primary Email''' - User's email address<br /><br>[[File:MS365-18-53.png|800px|thumbnail|center|Completed New User record]]<br /><br>
 
# Save the record. At this time, the '''Application ID URI''' and '''Azure AD Object ID''' fields are filled in.<br /><br>[[File:MS365-19-53.png|800px|thumbnail|center|Save user record]]<br /><br>
 
 
 
== Step 6: Add roles to the users you created ==
 
# Click '''Manage Roles'''.<br /><br>
 
## In ''Manage User Roles'', add the custom role created to that user.<br /><br>[[File:MS365-20-53.png|800px|thumbnail|center|Manage User Roles]]<br /><br>
 
 
 
 
 
This completes Microsoft Dynamics 365 CRM and Azure configuration.
 
 
 
 
 
 
 
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Latest revision as of 19:52, 5 August 2024