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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 to configure an MS Dynamics data source within Apteco 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. Click + 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. Click Register.

  6. Add a certificate or secret to the app.

    Essentials

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

    Client secret

    The secret is displayed 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, click API Permissions.

    API permissions

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

    Add permission

  9. Select the option to enable user impersonation.

  10. Click 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 a web application has already been registered in Azure:

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

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

    Entra ID

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

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

    Application

  5. Copy the Application (client) ID.

    Client ID

  6. Copy the Directory (tenant) ID.

  7. Click Client Credentials to view the Client Secret (stored as the Value parameter). If this has not been recorded, create a new client secret using the highlighted option.

    Client secret

Obtaining the Dynamics 365 instance URL

The instance URL is derived from the start of the URL when you are logged into Dynamics 365.

Example instance URL

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