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#REDIRECT [[Microsoft-dynamics-365-integration-guide/Configuration/EnableScenariosAccessDynamics365 | Enable Scenarios and Access to Dynamics 365]]
= 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 '''+ New registration''' to add a new registered app.<br /><br>
 
# View the registered app and click '''Settings'''.<br /><br>
 
# Then click '''Properties''', and edit the properties 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 Reply URL ==
 
The Reply URL is the callback URL for your Bright Pattern Contact Center.
 
 
 
# Still in your registered app's Settings, click on '''Reply URLs'''.<br /><br>[[File:Reply-URL-1-53.PNG|650px|thumbnail|center|In Settings, add Reply URL]]<br /><br>
 
# Enter a URL in the following format and click '''Save''':<br /><br>
 
  https://<tenant>.brightpattern.com/admin/msdynamicscallback.html
 
 
 
For example:
 
 
 
https://example.brightpattern.com/admin/msdynamicscallback.html
 
 
 
== Step 3: Add API access ==
 
# In the newly created app, go to '' Settings > API Access > Required Permissions'' and click '''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'''.<br /><br>
 
## Select the checkbox for '''Delegated Permissions'''.<br /><br>
 
## When done, click '''Grant Permissions''' and click '''Yes'''.<br /><br>
 
 
 
== Step 4: Get the key (the Client Secret) and endpoint ==
 
# In the newly created app, go to ''Settings > API Access > 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. Make sure that the key value does not contain "+". If it does, create a new one until you get one without the "+".<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 back to ''Azure Active Directory > App Registrations'' and click '''Endpoints'''.<br /><br />
 
# 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 5: Update security roles ==
 
# Open the Dynamics 365 CRM (not Azure) application, and at the top of the page, click on a drop-down link, which will bring up a number of menu items. Click on ''Settings > Security > Security Roles''.<br /><br />[[File:Dynamics-Settings-Security-53.PNG|800px|thumbnail|center|Settings]]<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]]
 
 
 
== Step 6: Add app users (optional) or update user account information ==
 
If you already have users in your configuration, you can skip adding a new app user, and instead, update an existing user's account information to include the Application ID, Application ID URI, and Azure AD Object ID (see Step 6.3 below).
 
 
 
# 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 7: 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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Revision as of 23:23, 4 September 2019