NOTE this user will expire every 2 years so you will need to renew in 2 years.
Steps in Microsoft Azure
- Navigate to portal.azure.com and login. ( This link might work: https://portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps )
- Navigate to Azure Active Directory > App Registrations > New Registration
- Register your Application.
- Enter an Application name. e.g. DT_Service
- Select which account types you wish to access this API.
- Click Register.
- Copy the Application (client) ID and note it for later use.
- Create a new Client Secret for the Application.
- Select Certificates & secrets > New Client Secret
- Enter a description, select an expiry duration and click Add.
- Copy the client secret and note it for later use. Make sure to copy the Value field.
- Grant Microsoft Dynamics permissions.
- Select API Permissions > Add a Permission > Dynamics CRM
- Select the checkbox for user_impersonation.
- Click Add permissions.
Steps in Microsoft Dynamics 365
- Login to your Dynamics 365 instance.
- Under Settings, select Security > Users. Change the view to Application Users (see below if view missing) and click New.
- Enter the Application user’s information.
- Paste the application ID previously noted in the Azure component into the Application ID field.
- Enter the user’s full name.
- Enter the Primary Email and click Save (User Name field should be automatically populated based on the primary email).
- Assign administrator permissions to the application user.
- 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…