✅ Step-by-Step Guide to Register Azure App for Dynamics 365 API Access

📌 Introduction

• Brief overview of why Azure App Registration is required
• Use cases: Power Automate, Logic Apps, custom apps, or integration scenarios

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🔹 Step 1: Sign in to Azure Portal

• Go to https://portal.azure.com
• Use the same tenant as your Dynamics 365 environment

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🔹 Step 2: Register a New App

1. Search for App registrations
2. Click + New registration
3. Fill in:
   • Name: MyD365IntegrationApp
   • Supported account types: “Accounts in this organization”
   • (Optional) Redirect URI: Leave blank unless needed
4. Click Register

✅ You’ll be redirected to the App Overview page.

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🔹 Step 3: Retrieve Application ID and Tenant ID

• From the Overview tab:
  • Copy the Application (client) ID
  • Copy the Directory (tenant) ID

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🔹 Step 4: Create a Client Secret

1. Go to Certificates & secrets
2. Under Client secrets, click + New client secret
3. Add a description and set an expiration
4. Click Add and copy the secret value immediately

⚠️ You won’t be able to retrieve the secret again after navigating away.

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🔹 Step 5: Grant Dynamics 365 API Permissions

1. Go to API permissions
2. Click + Add a permission
3. Select:
   • Dynamics CRM
   • Choose Application permissions
   • Enable user_impersonation
4. Click Add permissions
5. Click Grant admin consent

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🔹 Step 6: Create Application User in Dynamics 365 (Important)

1. Go to Power Platform Admin Center
2. Select your environment
3. Go to Settings → Users + Permissions → Application users
4. Click + New app user
5. Choose your registered app
6. Assign a security role (e.g., System Administrator or custom)

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🔹 Step 7: Test the Connection (Optional)

• Use Postman or code to authenticate using:
  • Tenant ID
  • Client ID
  • Client Secret
  • Scope: https://yourorg.crm.dynamics.com/.default

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✅ Conclusion

Emphasize secure storage of secrets (e.g., use Azure Key Vault)

Now you’re ready to use the App ID and Secret in Power Automate, custom connectors, or any client app.