Register the integration in Microsoft Entra ID

Note: This article applies to the Microsoft Dynamics 365 data actions integration.

Before adding the Microsoft Dynamics 365 data actions integration, you must create an application in the Microsoft Entra admin center. Registering the application:

  • Grants permissions for the application to work.
  • Generates an application ID that is required for the credentials when you add the Microsoft Dynamics 365 data actions integration.

Register an application in Microsoft Entra ID

To register an application in your Microsoft Entra tenant:

  1. Log in to the Microsoft Entra admin center.
  2. Navigate to Entra ID > App registrations.
  3. Click New registration.
  4. Enter the following information:
    • Name: The name of the application, for example, Microsoft Dynamics 365 data actions integration.
    • Supported account types: Select Accounts in this organizational directory only option for a single tenant.
      Note: The Redirect URL field is not used by the Microsoft Dynamics 365 data action integration and must not be set.
  5. Click Register.

    The application appears in the list of registered applications.

Set up authentication for the application

You can either create a client secret or upload a trusted certificate issued by a certificate authority.

Create a client secret

  1. In App registrations, select your application.
  2. Select Certificates & secrets > Client secrets and click New client secret.
  3. Add a description for the client.
  4. Enter a duration for the expiration of the client secret. Choose the duration that matches with your organization security policy.
  5. Click Add.
  6. Note down the client secret Value for use in your client application code.
    Note: This secret value is never displayed again after you leave this page.

Upload a trusted certificate

Use or generate a trusted certificate as described in the Microsoft documentation and ensure that the private key is accessible for the integration credential configuration in Genesys Cloud.

  1. In App registrations, select your application.
  2. Select Certificates & secrets > Client secrets.
  3. Click Upload Certificate.
  4. Select the certificate file to upload.
  5. Click Add.

When you upload the certificate, the thumbprint, start date, and expiration values of the certificate are displayed. For more information about using a trusted certificate, see Set up authentication in the Microsoft Entra documentation. 

Warning: When using a client secret or certificate for integrating Microsoft Dynamics 365 with Genesys Cloud, it is important to understand that client secrets and certificates expire based on the duration set during creation. To avoid any outages, ensure to generate a new client secret or upload a new certificate, and update the integration credentials before their expiration.

Note down the following details when you register the application with one of the credential types:

  • For client secret
    • Application ID
    • Client secret
  • For certificate
    • Application ID
    • Certificate thumbprint
    • Certificate private key

Create an application user

Create an application user in Microsoft Dynamics 365 that represents an external application. It is used to enable secure, non-interactive API access by registered Azure apps for integrations.

To create an application user:

  1. Log in to the Power Platform Admin Center.
  2. Select Environments in the navigation pane and select an environment from the list.
  3. Select Settings.
  4. Select Users + permissions, and then select Application users.
  5. To open the Create a new app user page, select + New app user.
  6. Select + Add an app, choose the registered Microsoft Entra application that was created for the application user, and then select Add.
  7. Under Business Unit, select a unit from the list.
  8. Under Security Roles, select the roles to be added to the new application user.
  9. Click Save and then Create.

The application user created is automatically activated by default. An active application user is given access to your environment’s data on behalf of the user accessing the registered application.

For more information, see the following articles in the Microsoft Entra documentation:

    Next, add the integration.

    For more information about the integration, see About the Microsoft Dynamics 365 data actions integration.