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Microsoft Dynamics 365 data source configuration

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

Note

For end-user documentation in Orbit Connect, see Microsoft Dynamics 365 data source.

Prerequisites

You must register your application within your Azure tenant with the appropriate permissions to access Dynamics 365. You need to obtain the application name and other details from the administrator of your Azure tenant. Use these to configure an MS Dynamics data source within Orbit Connect.

If you don't have a web application registered, complete the registration step first.

Registering a web application in Azure

  1. Log in to https://portal.azure.com.
  2. Navigate to Microsoft Entra ID > Manage > App registrations.

  3. Select + New registration.

    App registrations

  4. Complete the required details:

    • Enter a name for the application.
    • Choose Web in the Redirect URI (optional) section.

    Register an application

  5. Select Register.

  6. Add a certificate or secret to the app.

    Essentials

    • Select + New client secret.
    • Enter a description, choose an expiration time, and select Add.

    Client secret

    Azure displays the secret on screen as the Value. Copy it immediately using the copy function.

    Note

    The value is only shown once.

    Value

  7. To assign permissions so the app can access Dynamics 365, select API Permissions.

    API permissions

  8. Select + Add a permission, then choose Dynamics CRM from the Microsoft APIs shown.

    Add permission

  9. Select the option to enable user impersonation.

  10. Select Add permissions.
  11. Create a user and assign the app in the Power Platform admin centre: https://admin.powerplatform.microsoft.com/

Finding your Azure tenant ID

  1. Log in to https://portal.azure.com using your Microsoft credentials.

  2. In the search box, type tenant and choose Tenant Properties from the results.

    Tenant properties

  3. Copy the Tenant ID to your clipboard.

    Copy tenant ID

Finding the application ID and client secret

If you've already registered a web application in Azure:

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

  2. In the Azure services section, select Microsoft Entra ID.

    Entra ID

  3. Search for the name of the application configured for this purpose (for example, MS Dynamics 365 Sandbox).

  4. Select the listing that shows Application (not Service Principal).

    Application

  5. Copy the Application (client) ID.

    Client ID

  6. Copy the Directory (tenant) ID.

  7. Select Client Credentials to view the Client Secret (stored as the Value parameter). If you haven't recorded this, create a new client secret using the highlighted option.

    Client secret

Obtaining the Dynamics 365 instance URL

The instance URL comes from the start of the address shown when you log into Dynamics 365.

Example instance URL

In this case the instance URL is the start of the address up to and including .com: https://aptecodev.crm11.dynamics.com