Application (Client ID) and Client Secret

NOTE this user will expire every 2 years so you will need to renew in 2 years.

Steps in Microsoft Azure

  1. Navigate to portal.azure.com and login. ( This link might work: https://portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps )
  2. Navigate to Azure Active Directory > App Registrations > New Registration
  3. Register your Application.
    1. Enter an Application name. e.g. DT_Service
    2. Select which account types you wish to access this API.
    3. Click Register.
  4. Copy the Application (client) ID and note it for later use.
  5. Create a new Client Secret for the Application.
    1. Select Certificates & secrets > New Client Secret
    2. Enter a description, select an expiry duration and click Add.
  6. Copy the client secret and note it for later use. Make sure to copy the Value field.
  7. Grant Microsoft Dynamics permissions.
    1. Select API Permissions > Add a Permission > Dynamics CRM
    2. Select the checkbox for user_impersonation.
    3. Click Add permissions.

Steps in Microsoft Dynamics 365

  1. Login to your Dynamics 365 instance.
  2. Under Settings, select Security > Users. Change the view to Application Users (see below if view missing) and click New.
  3. Enter the Application user’s information.
    1. Paste the application ID previously noted in the Azure component into the Application ID field.
    2. Enter the user’s full name.
    3. Enter the Primary Email and click Save (User Name field should be automatically populated based on the primary email).
  4. Assign administrator permissions to the application user.
    1. Select the user and click Manage Roles > System Administrator > OK

IF VIEW IS MISSING…
Navigate to https://admin.powerplatform.microsoft.com/ and click Environments.
Open the Respective Environment where you want to create Application user.
Once Opened –> Click Settings.
Once Settings page Opened –> Click Users + permissions –> then Click Application Users.
Click Application User and add a new Application User
…RETURN TO STEP 3 ABOVE…