How to configure MS Dynamics 365 for integration with ONEiO

Introduction

This document shows an example of what needs to be done in MS Dynamics 365 to make it integration-ready with ONEiO. Note also, that the number of fields used in integrations might vary. The document also describes what ONEiO needs to be able to send messages to the MS Dynamics 365 instance.

Currently, MS Dynamics 365 endpoint type includes;

• Case

• Annotations

In case you have questions related to setting up the integration, send an email to support@oneio.cloud.

You can sign up for a free trial of ONEiO from the following link: ONEiO Free Trial

Overview

This article gives an overview of the required steps to integrate ONEiO and MS Dynamics 365. In this guide, we cover the following steps required for bi-directional communication between ONEiO and MS Dynamics 365.

1. Create an Azure Active Directory App
2. Create Client Secret
3. Add Application User to Dynamics 365
4. Create MS Dynamics 365 Endpoint Type

Sending messages from Dynamics 365 to ONEiO

Create an Azure Active Directory App

Pre-requisites

• Having access to portal.azure.com with your MS Dynamics 365 credentials.
• Required permissions/ roles to create Azure Active Directory app
• Access to https://admin.powerplatform.microsoft.com/ 

Setting Up Application

On Portal Azure, navigate to

App Services   Manage Azure Active Directory "view"   App Registrations

Click on "New Registration" and fill out the form as shown below:

Now, a new Azure Active Directory application has been established.

When configuring the MS Dynamics 365 endpoint type on ONEiO, utilize the Application (client) ID as the Client ID in the Endpoint Type Configuration.

Create Client Secret

Navigate to the "Endpoints" tab.

During the setup of the MS Dynamics 365 endpoint type on ONEiO, the "OAuth2 Token URL" will utilize OAuth 2.0 (v1).

Then, go to "Certificates & secrets"

Here create a “New Client Secret” and save it somewhere safe or you’ll have to regenerate later.

Next, go to “App permissions”

Click on “Add a permission” and choose “Dynamics CRM”.

 

 

Tick the box “user_impersonation” and then click on “Add permissions”.

 

Add Application User to Dynamics 365

• Go to Overview on Portal Azure

• Copy your "admin@xyz.onmicrosoft.com" email address

• Go to Power Platform admin center

• Sign in with your onmicrosoft email address.

• Go to Environments and select the environment where you created Azure Active Directory application.

Here you can see your Environment URL which is what you will be using to access the tool.

 

Next, navigate to

Settings   Users   Application Users

 

Now create a “New App User” by following these steps:

• Select the app created on Portal Azure Active Directory
• Select organization
• Assign a role to app user (for example System Administrator)
• Create the app

With the MS Azure Active Directory application and application user configured, we're ready to integrate them with ONEiO.

Sending messages from ONEiO to Dynamics 365

Create MS Dynamics 365 Endpoint Type

Navigate through your ONEiO Endpoints page and create an MS Dynamics 365 endpoint.

In the General section:

• Name your endpoint
• Enter the Base URL which is the Environment URL on the Power Platform Admin page
• Select your timezone

On "Your endpoint name" to ONEiO section:

• Set your polling status
• Set your polling interval duration
• Select your filter operation
• Enter date-time which polling starts

On ONEiO to "Your endpoint name" section:

• Fill Client ID with Application(client) ID on Portal Azure
• Fill Client Secret with Client secret value created on Certificates & Secrets step above
• Enter your OAuth URL to generate the token

For more details, the Endpoint Type Guide - MS Dynamics 365 can be checked.

MS Dynamics 365 endpoint type is set and ready for integration use.