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

Before adding the Microsoft Dynamics 365 data actions integration, you must register the application in Microsoft Entra ID. By registering the application, you grant permissions to the application that allows it to work. You also generate an application ID that is required for the credentials when you add the Microsoft Dynamics 365 data actions integration.

  1. Add an application registration.
    1. In the Azure portal, select Microsoft Entra ID.
    2. On the left side navigation menu, select App registrations.
    3. At the top of the window, 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 who can access this application.
      • Redirect URI (optional): Enter a valid URI format, for example, https://foo.com. 
    5. Click Register.

      The application appears in the list of registered applications.

  2. Add required permissions to the application.
    1. Click View API Permissions.
    2. Click Add a permission.
    3. Click Dynamics CRM.
    4. Select the user_impersonation check box.
    5. Click Add permissions.
  3. Grant accounts in the Azure Active Directory permissions to use the application.
    1. Click Grant admin consent for {your organization name}
  4. Enable the application to be a public client.
    1. Under Manage, click Authentication.
    2. Under Default client type, enable Allow public client flows.
    3. Click Save.

Next, add the integration.

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