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# How to Integrate Dynamics 365

**TABLE OF CONTENTS**

* [1) Description](#1)-Description)

* [2) Entities](#2)-Entities)

* [3) Steps](#3)-Steps)
* [Step 1: Select the Dynamics 365 Integration](#Step-1%3A-Select-the-Dynamics-365-Integration)
* [Step 2: Enter the Integration Name](#Step-2%3A-Enter-the-Integration-Name)
* [Step 3: Enter your Instance URL Address](#Step-3%3A%C2%A0Enter-your-Instance-URL-Address)
* [Step 4: Enter your App ID](#Step-4%3A-Enter-your-App-ID)
* [Step 5: Enter your App Secret](#Step-5%3A%C2%A0Enter-your-App-Secret)

---
# 1) Description

Dynamics 365 is a set of interconnected, modular Software-as-a-Service (SaaS) applications and services designed to both transform and enable your core customers, employees, and business activities. It combines [CRM](https://pipol.com/why-use-dynamics-365-for-crm/) and ERP capabilities, integrating your data, business logic, and processes.

Dynamics 365 offers automated, integrated, and intelligent sales and marketing capabilities that efficiently connect, prioritize, and convert leads into paying customers. It is built on Microsoft Azure, which offers both a trusted platform and a broad ecosystem of services.

---
# 2) Entities

| Source | Target |
| --- | --- |
| Account | N/A |
| Contact |  |

---
# 3) Steps

## Step 1: Select the Dynamics 365 Integration

![](https://storage.crisp.chat/users/helpdesk/website/-/c/d/8/4/cd848aede1e73000/f78948da-cca3-4164-8954-c424d5_vzxola.png)

## Step 2: Enter the Integration Name

Enter the Name of the Integration.

You can optionally also enter a description.

![](https://storage.crisp.chat/users/helpdesk/website/-/3/e/f/c/3efc8276339e7400/78f9aaf9-a24a-4cd0-a412-c8d26f_1t0hnib.png)

## Step 3: Enter your Instance URL Address

![](https://storage.crisp.chat/users/helpdesk/website/-/7/1/5/1/715122307303f400/b6420466-055b-4a5e-9831-2583be_6i7fsu.png)

To find your **Instance URL** of the platform, consider the following steps:

1. Sign in to your Microsoft Dynamics CRM account.

2. Press the square ‘Dynamics 365’ on the left side of the page.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/4/d/1/84d1835be6199000/4fbe4c6d-7436-4c1c-92a4-4ac901_1olwlvw.png)

3. Then, go to ‘My App’ and click on the square ‘Dynamics 365 – custom’ and you will be redirected to your Microsoft Dynamics CRM.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/7/3/a/973a70a9593c0800/4e97406e-9167-4ae4-828a-b09c49_12gn4g8.png)

4. Once that's done, go to your browser address bar and copy a link address (from the beginning till the /main.aspx/ ). It could contain the words “dynamics.com” or even not.

**_Note:_** _If your URL_ is [https://crm.your-systems.com/your-system/main.aspx](https://crm.your-systems.com/your-system/main.aspx). You should copy “[https://crm.your-systems.com/your-system/”](https://crm.your-systems.com/your-system/”) and paste it as your Instance URL in the Integration setup window.

## Step 4: Enter your App ID

Follow the below steps in order to generate your App ID.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/6/0/c460016be045d800/44b6ebb9-1151-4dc8-8005-bcb21d_uc51gu.png)

1. From the Dynamics 365 landing page, click the **Dynamics 365 — custom** card:

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/3/4/d93472d12e173000/3f763f8c-e407-4a54-8714-85e1b8_jzwtu8.png)

2. Click the **App Launcher** icon in the upper left corner:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597591/original/mkG77tj8kKWsKfdibX9MhPP3dVAVSMTxcw.png?1664447196)

3. From the app launcher, click **Admin**.

4. In the menu under **Admin centers** click **Azure Active Directory**:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597592/original/kTFfUvFUoYlMPPSo7lN21BM2ryCcyHHG3g.png?1664447197)

5. In the Azure Active Directory dashboard menu, click **Azure Active Directory**:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597593/original/fb_I_fJKCmWZWd1UROQxpYy2K8YQevRuaw.png?1664447197)

6. An additional menu will display. From the **Manage** section of the menu click **App registrations**:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597596/original/3S2i1k7Pea2tXWGnmL2agx9AtllZaWD9PA.png?1664447198)

7. On the **App registrations** page, click **New registration**:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597594/original/pKeoR7Z4ZoC47iUTcK6OWAmhBCqlJmUP7g.png?1664447198)

8. On the **Register an application** screen, specify the initial details of the application:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597601/original/Dsm0ak4CgqOb7_5wwMqfBwGvW-hj5Zfwzg.png?1664447200)

Enter a **Name**. For example: ConnectCRM.

Under **Supported account types**, select the appropriate option for your integration.

9. After clicking **Register**, click **Manifest** under the **Manage** category on the left. Ensure that `allowPublicClient` is set to `true` and click **Save**:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597606/original/0dMwz8I2vz1G57u4ayWV3rCK5rGE3nZ0PQ.png?1664447202)

10. Click **API permissions** under the **Manage** category on the left. Under **Configured permissions** click **Add a permission**:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597600/original/r_D3mmnB5v-Yexo8tlQ63rnPEJKwsTJzxQ.png?1664447200)

11. On the **Request API permissions** screen, select **Dynamics CRM**:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597605/original/UIR3vv_tjekKCSXXqlJ6gTbm5Z_qMhnvzA.png?1664447201)

12. The **Permission** section is displayed. Within it, select the **user_impersonation** permission and then click **Add permissions**.

13. You are returned to the **API permissions** screen for the application. Under **Configured permissions**, click **Grant admin consent for** `<Directory>`:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597603/original/f_A2_AcxeD-y7aHIv3zXd1eFOqmo6h6Cxw.png?1664447200)

14. Acknowledge the dialog to grant consent for the directory:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597595/original/htMzbSrE-qypLbiBLvfKvYBETMTpslKnTQ.png?1664447198)

15. Under **Configured permissions** the **Status** column will show that consent has been granted for each added permission:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597598/original/a44nhfJ0oZuCJD7a1Y5MGL13tpM11FJcvw.png?1664447198)

16. On the **Overview** screen, the **Application (client) ID** is displayed. Copy the Application ID code and insert it into the Integration window.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597604/original/dhltKKoA89PXkWU8kuEGmIRLEiLI8uxD6Q.png?1664447201)

## Step 5: Enter your App Secret

To obtain your **App Secret** please follow the provided steps below.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087597276/original/p1akWAwfn9ZR-TLTMfmcxJL8Tj57g7HJfg.png?1664446776)

1. Click on **Certificates & Secrets** and create a new client secret.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087606401/original/1GdJR5AX9rRG5W2mZrwgfwuKYdJUvES1eA.png?1664458980)

2. Add a name and define the expiration duration of your secret value.

Then click on **Add**.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087600468/original/uDkSOasarhc2jMwwwnRQIjqP9UHHkZfrCg.png?1664451064)

Your **client's secret** is now created.

**_Note:_** _Keep in mind that you need to store your client's secret ( App secret)_ _somewhere safe because you won’t be able to copy it again once the page is reloaded._

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3087600236/original/M840I4vrcWdfGxoadkMujfukepRXCL9z8g.png?1664450738)

Copy and paste your App secret ( client's secret) into the Integration window and press Finish.

**Congratulations!** Dynamics 365 is now successfully integrated.

---

We hope that this covers everything.

If you have any further questions or need additional clarification, please contact us via [[email protected]](/cdn-cgi/l/email-protection#196a6c6969766b6d596a60777a6a69707d7c6b377a7674) or our chat widget!