Note
In order to do the CDS (Common Data Service)/Dynamics setup, you need to have an admin account.
Note
The service account used for integration must have the ‘System administrator’ or ‘System Customizer’ role in Dynamics 365.
Make sure that an Admin account can grant the admin consent for the API permission. Once it is granted, the API permissions should each have the status Granted for [organization name].
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Go to https://portal.azure.com. An Admin account is required to approve API access.
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On the top left corner, expand the portal menu navigation and select Azure Active Directory
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On the left navigation, select App Registrations
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Click New Registration. The Register an application form will open.
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Enter a name for the application in the Name field.
Note
This is the user-facing display name for this application, and can be changed at any time.
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Click Register. Once registered, you will be directed to the recently created App configuration home page.
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Save the Application (client) ID (e.g. copy/paste into a notepad doc) for use in the OneConnect configuration.
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On the left navigation, go to Manage > Authentication.
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Update the Authentication settings.
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Supported account types: select Accounts in this organizational directory only.
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Advanced Settings: set Allow Public Client Flows to Yes.
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Click Save to save the changes.
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On the left navigation, go to Manage > API Permissions.
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Click Add a permission. The Request API permissions form will open.
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Select Dynamics CRM.
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Configure the Dynamics CRM API permissions settings.
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What type of permissions does your application require?: Select Delegated permissions.
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Select permissions: check the checkbox for user_impersonation.
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Click Add permissions.
