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MS Dynamics OAuth and Application User Creation

Goals

The goal of this document is to provide knowledge, reference, and procedural information necessary to create a new configuration for OAuth integration to Tenfold. This information is for reference only. Customers are responsible for any configuration and settings, including specific security role requirements, within their Microsoft environments.

Admin Access Requirements

You must have Admin access to the following systems to complete these steps. This document assumes Customers have System Admin access to their Microsoft environments.

  • Microsoft Azure

  • Microsoft Power Platform

  • Tenfold Dashboard

Create the App Registration in Azure

App Registration

From Home:

  • Click on App registrations

  • Click New Registration

On the new registration creation page:

  • Give it a name such as “Tenfold Integration”

  • Select the appropriate account type for your Dynamics tenant configuration

  • Click Register

You should now see user page with the Essentials area.

Save the following items to your notes:

  • Application (client) ID

  • Directory (tenant) ID

Create a Secret

At the top right, under Client credentials:

  • Click on "Add a certificate or secret"

  • New Client Secret

  • Give it a description

  • Give it an expiration time

Save the Secret Value to your notes. Note you need the Value, not the Secret ID.

** It is important to save this somewhere safe at this point as you may not be able to retrieve it again **

Now in your full notes you should have 3 items

  • Application (client) ID

  • Secret ID Value

  • Directory (tenant) ID

Create the Application User in MS Dynamics

Now head to Power platform: https://admin.powerplatform.microsoft.com

From Home:

  • Click on Environments

  • Select your environment (it is very important to select the correct environment)

  • At top, in the middle, click Settings. (note: do not click on the Settings along the left hand side menu)

  • Under Users + Permissions select "Application users"

  • Click New app user at top

  • Add an App

  • Select the App registration created earlier

    NOTE: If you do not see your App available from this list, it is possible that it already has an Application User associated with it (for instance if you are using a pre-existing App registration). Search for the Application ID in the existing Application Users view to check.

  • Select the Business unit

  • Add Security Roles

    Please review the Microsoft Dynamics integration guide for specific information regarding permission requirements.

    Security Roles depend on your specific environment, however the following specific roles are known to work:

    • App Profile Manager Administrator

    • App Profile User

    For ease and simplicity you can also use the System Administrator role. It is often recommended to start with System Admin role to verify connectivity, and then adjust as needed.

Connect CRM in Tenfold Dashboard

Follow the instructions on Connect Microsoft Dynamics to Tenfold

In this section: