Configure App Registration for Dynamics 365

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.

• Under App registrations, select ‘New registration’
• Create a friendly name to quickly identify the registration.
• Select the scope of access for your organization.
  

Step 2: Add API permissions

• Select ‘API permissions’ and ‘Add a permission’
• Add the Dynamics CRM API
  

Step 3: Click ‘Delegated permissions and check the options and click on ‘user_impresonation’

• Select ‘Gran admin consent for…’

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

• Select ‘Users and groups’ and ‘Add user/group’, to add a specific user or group of users. Lastly, select the checkbox next to desired user or group.

Step 6: Configure OAuth Configuration in you EasyTerritory App.

• Browse to your newly created App Registration and copy the Application (client) ID

• Browse to your EasyTerritory site and go to admin > settings.
• Change the ‘Dynamics CRM authorization type’ from ‘Office 365’ to ‘OAuth’.
• Enter the Application (client) ID from your App registration.
  

Step 7: Confirm everything is working correctly by opening up a Advanced Find project and enter your Azure AD credentials.