Dynamics 365 CRM configuration

In order to load your Dynamics 365 CRM information into the AnywhereNow WebAgent, you'll need to configure the connection.

Set up Azure Application Registration for the authorization process

1. Sign in to your organization's Azure Portal via this Link to Azure Portal.

2. From the Azure Portal Menu, select Microsoft Entra ID, then select App registrations.

3. In the App registration window, select New registration.

4. In the Register an application window that appears, do the following:

   1. In the Name field, enter suitable name for your application. This name can be changed at any time. It will be used in a later configuration step (see Creating a Dynamics 365 application user).

   2. In the Supported account types section, select Accounts in this organizational directory only (MyOrganization only - single tentant).

   3. Don't enter anything for Redirect URI (optional) .

   4. Select Register to complete initial app registration. Details of your newly created app will appear.

5. Click on the Copy button to the right of the Application (client) id to copy the number you will use as the ClientID in a later step.

6. Choose Certificates & secrets from the Manage menu list and choose New client secret. In the Add a client secret pane that appears, do the following:

   • Enter a Description to identify the client secret

   • Select an expiry date in the Expires drop down menu

   • Click on Add to create the client secret

   The Client secret you just created will appear in the Client secrets list.

   Warning

   Both the client secret and the connection string will stop working after the expiry period. It is highly recommended that you set yourself a reminder to update these before they expire.

7. For the Client secret you just created, click on the Copy button to the right of the Value entry to copy the ClientSecret value we will be using in a later step (see image). Do not use the Secret ID.

   Warning:

   Client secret Values can only be viewed and copied immediately after creation. It is essential to copy and save this value before leaving the page.

8. Choose API permissions from the Manage menu list and choose Add a permission. In the Request API permissions pane that appears, do the following:

   • Select Dynamics CRM and then select Delegated permissions.

   • Find the user_impersonation permission and click the check box next to it.

   • Select Add.

Creating a Dynamics 365 application user

To access an Azure application you must use an Application user. A Dynamics 365 application user is tied to a Microsoft Entra ID application and performs tasks in Dynamics 365 on behalf of that application. This procedure is described in the following section. For additional information, refer to Microsoft's Manage application users in the Power Platform admin center.

1. Browse to your Power Platform admin center and select Environments. Select your Environment from the list. Details of your environment will be displayed.

2. Select Settings from the top ribbon and then select Users + permissions followed by Application users. A list of application users will appear.

3. Select New app user from the top ribbon. The Create a new app user page will appear. Do the following:

   • Select + Add an app, select the Dynamics 365 application you created earlier (see Set up Azure Application Registration for the authorization process) and select Add.

   • Select the appropriate Business unit from the list.

   • Select Security roles to choose the security roles for this new application user. The following security roles must be assigned to the Application User:

     • Remote requests to the CRM Dynamics 365 environment

     • Read rights for these entities:

       • Account (required)

       • Contact (required)

       • Cases (required)

       • Leads (optional)

     • Activities

     • Write rights for these entities:

       • Leads

       • Activities

   • Select Save then select Create to save the app user.

4. Copy the Environment url.

5. Once you have the Environment URL, the ClientID and the ClientSecret, you can set up the ConnectionString using the A365 Password tool.

Configure CRM Connection in the Admin Portal

Follow these steps to configure the CRM connection in the admin portal:

1. Navigate to the CRM Configuration tab.

2. Enter the following information in the corresponding fields:

   • In the "Connection string" field, enter the connection string* required for Dynamics 365 authentication.
     

     * The ConnectionString will look something like below format, but variations may work depending on the CRM platform authentication setup by your CRM administrator:

     Copy

     ConnectionString

     Url=<URL of your Dynamics365>;ClientId=<your Dynamics365 ClientId>;EncryptedClientSecret=<your ClientSecret but in encrypted format>;AuthenticationType=ClientSecret;SkipDiscovery=true;RequireNewInstance=true

     • For more information on Dataverse Connectionstrings (underlying Dynamics365) see: use-connection-strings-xrm-tooling-connect

     • The EncryptedClientSecret must be generated using the AnywhereNow Password Tool to encrypt the ClientSecret by following the procedure described in Set up Azure Application Registration for the authorization process.

3. Once all the field have been populated, click "Save" to save your Dynamics 365 connector configuration.