This page explains how to acquire the following fields required for the MS Dynamics Integration.

Client ID and Tenant ID

  • The MS Dynamics account must be registered as an app in Azure, because Azure is the authentication authority for Microsoft apps:

  • Once in Azure, search for ‘App registrations’.

  • Click ‘+New Registration’ and fill out the information.



  • Click the ‘Register’ button.

  • The Client ID and Tenant ID will be generated for the application. Please write these down as they will be needed later during setup.

Client Secret

  • Go to the Certificates & Secrets page.

  • Add a new client secret. Enter any description and choose an expiration. “Never” is an option for expiration. If an expiration date is selected, this secret will expire and will need to be regenerated.

  • Click ‘Add’ and the secret will be displayed.

  • Make note of it as it won’t ever be displayed again

User Name and Password

  • Search for the Users page.

  • Click ‘+New User’ on the Users page.

  • Click ‘Create’.

  • Enter the information for a new User that will be used by the TeamSupport integration.

  • Go to API permissions.

  • Add a permission.

  • Select ‘Dynamics CRM’.

  • Check the ‘user_impersonation’ permission.

  • Click ‘Grant admin consent’ for {the registered app}

  • The green checkbox indicates that the user_impersonation permission has been granted.

This completes the setup needed in Azure.

Authorization

  • Inside of MS Dynamics, go to Settings->Security.

  • Select Application Users.

  • Click ‘+NEW’.

  • Select ‘Application user’ in the dropdown list next to User:

  • Enter the username and Application ID (Client ID) obtained in Azure in the earlier steps to this setup.

  • Click ‘Save’. The next two fields should auto-populate.

  • Click ‘Manage Roles’.

  • From the list select the role to be assigned to this user. It must be a role that will allow access to modify accounts, contacts, cases, and comments. Click ‘OK’.

Need more help with this?
Customer Support

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