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01-02-2020 02:15 PM - edited 07-15-2021 11:16 AM
How To Register and Create Dynamics CRM Application on Azure
Prerequisites
The user who is registering the application must have a user account with System Administrator security role and the global administrator role for the Azure subscription. An Azure subscription for application registration is required. A trial account will also work.
Procedure
1) Sign into the Azure portal using an account with administration permission. You use an account within the same tenant (subscription) as the Dynamics CRM.
2) After logging into the Azure portal, click on the Azure Active Directory > App registrations > New registration.
3)In the Register an application page, we need to enter in a couple of things.
Click Register.
4)After you press register, it will take you to the overview page. This page a summary of the application settings. Here, we are interested in 2 things:
Copy these 2 IDs to a clipboard for later use.
5)On the left, click on Manifest. In the Manifest editor, set the allowPublicClient property to true and click save. This will allow the client to have access to this application.
6)Select API permissions tab, click on Add a permission.
In the Request API permissions console, under Microsoft APIs, click on the Dynamics CRM icon. Select the Delegated permissions and add the user_impersonation permission.
Your API permissions tab should look something like this:
7)Click on the Certificates & secrets tab. Under Client secrets, click on New client secret.
Pick the appropriate length of the secret and press add.
A new key will be automatically generated for you. This client secret will be masked when revisited later so it is recommend to copy this into the notepad as well.
Summary
We successfully set up the Dynamics CRM application. Keep in mind, these 4 things are needed to connect to the Dynamics CRM Input and Dynamics CRM Output tool.
Common Issues
Error: no attribute 'populate_token_attributes'
The reply url specified in the request does not match the reply urls
Additional Resources
The connector can be downloaded from our Alteryx Gallery.