Microsoft app registration
This is where Connect gets its credentials for Dynamics. By the end you'll have noted down three of the five details you need:
- Your Microsoft app registration tenant ID.
- Your Microsoft app registration client ID.
- Your Microsoft app registration client secret.
The client secret is only shown once, when you create it, so copy it somewhere safe before you leave that screen.
1. Go to the Azure portal.
2. Click App registrations.
3. Click New registration.
4. Give it a name. Anything recognisable will do, for example "Dynamics365 App".
5. Click Register.
6. Note down the client ID and tenant ID from the overview page.
7. Click Certificates & secrets.
8. Click New client secret.
9. Add a description and save, then copy the secret value straight away. Azure hides it as soon as you navigate away, and you can't get it back.
10. Click API permissions.
11. Click Add a permission.
12. Choose Dynamics CRM.
13. Tick user_impersonation, described as "Access Common Data Service as organization users".
14. Click Add permissions.
