MS dynamics

Preview: This a preview feature, and remains a work in progress. The following content may be subject to change before full release. If you have any questions regarding this preview feature, please direct them to our support team.

Pre-requisites

Orbit connect can ingest data from your Microsoft Dynamics 365 Web API by connecting to it via OAuth.

You must register your Application within your Azure tenant with the appropriate permissions to access Dynamics 365.

You need to obtain the name of this application and other details from the administrator of your Azure tenant in order to configure an MS Dynamics data source within Apteco connect.

If you don’t have a web application registered, then you need to complete this step first.

Registering a web application in Azure

To register a web application in Azure:

  1. Log in to https://portal.azure.com.

  2. Navigate to Microsoft Entra ID > Manage > App registrations.

  3. Click + New registration.

  4. Complete the details required:

    • Enter a name for the application

    • Choose the supported account types

    • Choose Web in the Redirect URI (optional) section

  5. Click Register.

  6. Add a certificate or secret to the App.

    • Click + New client secret

    • Enter a description, choose an expiration time and click Add

    The secret is now displayed on screen as the Value. Use the copy function to retrieve this.

    Note: The value is only shown once.

    To assign permissions to the App so that it can access Dynamics 365:

  1. Click API Permissions.

  2. Click + Add a permission, then choose Dynamics CRM from the Microsoft APIs shown.

  3. Select the option to enable user impersonation.

  4. Click Add permissions.

     

    Create a user and assign that app in power platform admin centre: https://admin.powerplatform.microsoft.com/

An application has already been registered in Azure

If you do have the name of the Web application then please proceed with the steps below to find out the other details required.

Finding your Azure Tenant ID

Log into https://portal.azure.com using your Microsoft credentials.

In the centrally located search box type tenant and then choose Tenant Properties from the resultant list.

You then see a page detailing some of your tenant’s properties together with an option to copy the Tenant ID to your clipboard.

Finding the other details required

You can retrieve the Application (client) ID and Client Secret details from the web application that has been configured for this purpose.

To find the other details required:

  1. Log into https://portal.azure.com](https://portal.azure.

  2. From within the Azure services section, click on the option to access Microsoft Entra ID.

  3. In the search box, enter the name of the application that has been configured. In our example case this is MS Dynamics 365 Sandbox.

  4. Click on the listing that has Application in it (rather than in this example Service Principal).

  5. Mouse over the Application (client) ID and use the option to copy this value to the clipboard.

  6. Mouse over the Directory (tenant) ID and use the option to copy this value to the clipboard.

  7. Click on the Client Credentials section.

  8. The Client Secret is the value stored as the Value parameter. This value can only be retrieved at the time it is created. If this has not been recorded, then it’s necessary to create a new client secret using the highlighted option.

Obtaining the Dynamics 365 Instance URL

This can be derived from the start of the URL, when logged into Dynamics 365.

E.g.

In this case the Instance URL would be the start of the URL up to and including .com: https://aptecodev.crm11.dynamics.com