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The following are instructions for setting up EasyTerritory using the EasyTerritory forms-based authentication with Dynamics 365. Under this configuration, the EasyTerritory is prompted for EasyTerritory creds to log into the application, then prompted for Dynamics 365 credentials when adding a view from Dynamics.
NOTE: An alternative approach to this authentication model is to setup EasyTerritory with Azure Active Directory. Instructions for those configuration steps can be found here. Otherwise, follow these steps to
Step 1: Create an App Registration in the Azure portal > Azure Active Directory.
Step 2: Add API permissions
Step 3: Click ‘Delegated permissions and check the options and click on ‘user_impresonation’
Step 4: Select the ‘Manifest’ tab and set the ‘allowPublicClient’ property to true and click ‘Save’.
Step 5: Browse to Azure Portal > Enterprise Applications > All applications
Step 6: Configure OAuth Configuration in you EasyTerritory App.
Step 7: Confirm everything is working correctly by opening up a Advanced Find project and enter your Azure AD credentials.