• 5.19 • 5.3 • 5.8

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Integration Configuration

This procedure describes how to configure the Microsoft Dynamics 365 CRM and Microsoft Azure for integration with Bright Pattern Contact Center.

Step 1: Sign in to Microsoft Dynamics 365

If you haven't already done so, get a Microsoft Dynamics 365 account and create a user ID. Get a trial organization of Microsoft Dynamics 365 or sign in to your instance.

Step 2: Configure Microsoft Azure and Dynamics 365 CRM for Web API access

1. In the Azure Portal > Azure Active Directory > App Registrations, click Add New to add a new registered app.
   
   
2. Edit the registered app fields with the following values:
   
   
   1. Application type - Web app / API
      
      
   2. Application ID - The Client ID
      
      
   3. Object ID - This ID will be filled in for the registered app
      
      
   4. Home page - http://localhost [Note: use exactly this value as it also will be hardcoded in the Azure Portal]
      
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3. In the newly created app, go to equired Permissions > APIs > Add to add API access.
   
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4. In Add API access, make the following selections:
   
   
   1. In Select an API, select Dynamics CRM Online API.
      
      
   2. Select the checkbox for Delegated Permissions.
      
      
   3. When done, click Grant Permissions.
      
      
5. In the newly created app, go to Keys and:
   
   
   1. In Description, name the app key.
      
      
   2. In Expires, set Never expires.
      
      
   3. Click Save. Once saved, the key value will be shown. The key value is the Client Secret, which you need for later configuration steps.
      
      
   4. Copy the key value now because this is the only moment you can see the actual key.
      
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6. Go to App Registrations > Endpoints and copy the OAUTH 2.0 Authorization Endpoint and OAUTH 2.0 Token Endpoint values.
   
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7. Open the Dynamics 365 CRM (not Azure) application, and go to Settings > Security > Security Roles.
   
   
   1. Add new role (or copy existing role).
      
      
   2. Make sure the role has required privileges (the screenshot shown only grants access to the Account CRM object).
      
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8. Go to Settings > Security > Users.
   
   
   1. Switch view to Application Users.
      
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9. Add new user.
   
   
   1. Once new user form is shown, change it to Application User.
      
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10. In Account Information, fill in the following:
    
    
    1. User Name
       
       
    2. Application ID - Your application ID (i.e., the Client ID) that you got from step 2
       
       
11. In User Information, fill in the following:
    
    
    1. Full Name - User's first name and last name
       
       
    2. Primary Email - User's email address
       
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12. Save the record. At this time, the Application ID URI and Azure AD Object ID fields are filled in.
    
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13. Click Manage Roles.
    
    
    1. In Manage User Roles, add the custom role created on step 2.7 to that user.
       
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This completes Microsoft Dynamics 365 CRM and Azure configuration.

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