Connection to Microsoft Dynamics CRM

A step-by-step instruction on how to connect to Microsoft Dynamics CRM.

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How to Connect to Microsoft Dynamics CRM

Connecting to Microsoft Dynamics CRM involves several steps to ensure a secure and reliable connection. Follow the guide below to successfully set up the connection.

Before you begin, make sure you have the following prerequisites in place:

1. Microsoft Azure Account: You need access to a Microsoft Azure account with the necessary permissions to create and manage applications.

2. Access to Your CRM Instance: Ensure you have access to the Microsoft Dynamics CRM instance you intend to connect to.

Step 1: Register an OAuth App in Azure Active Directory

1. Log in to Azure Portal:

Go to Azure Portal and log in using your Microsoft credentials.

1. Access App Registrations:

Select App registrations in the Azure Portal.

1. Create a New Registration:

Click on New registration.

1. Enter Registration Details:

Fill in the following information:

• Name: Choose any name for your registration.
• Supported account types: Select “Accounts in this organizational directory only.”
• Redirect URL:
  • Platform: Choose Web.
  • URL: Enter https://your-tenant-address/callback/oauth2.

Step 2: Add CRM Permissions to the App

1. Access API Permissions:

Click on API Permissions.

1. Add a Permission:

Click Add a permission.

1. Select Dynamics CRM:

Search for and select Dynamics CRM.

1. Choose Permissions:

Check the user_impersonation checkbox and click Add permissions.

1. Grant Admin Consent:

Click Grant admin consent and confirm by clicking Yes.

Step 3: Generate a Secret for the App

1. Access Certificates & Secrets:

Click on Certificates & secrets.

1. Generate a New Client Secret:

Click New client secret.

1. Enter Secret Details:

• Provide a description for the secret and select the desired expiration period (maximum 24 months).
• Click Add.

1. Save Secret Value:

• Save the value displayed in the Value column. You will need this when creating an Auth Client on elastic.io platform.

Step 4: Create an Auth Client on Your Platform

1. Create a New Credential:

Create a new credential on elastic.io platform for connecting to Microsoft Dynamics CRM.

1. Configuration Details:

• Fill in the following details:
  • Name: Provide a name for this credential (free text).
  • Client Id: Use the Application ID copied from Microsoft Azure -> API permissions -> Application ID.

  

  • Client Secret: Add the client secret generated in the previous step.
  • Authorization Endpoint: Set it to https://login.windows.net/common/oauth2/authorize?resource={ URL encoded URL of CRM instance }. For example, if your CRM instance URL is https://orgfb974624.crm4.dynamics.com/, the encoded URL becomes https%3A%2F%2Forgfb974624.crm4.dynamics.com%2F.
  • Token Endpoint: Set it to https://login.windows.net/common/oauth2/token.

That’s it! You’ve successfully configured the connection to Microsoft Dynamics CRM using OAuth. Make sure to test the connection on your platform to ensure it’s working as expected.

Warning: To maintain a smooth experience, we recommend reusing stored credentials where possible. Duplicating secrets across OAuth clients can result in errors and complications.