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Dynamics 365 - Source Configuration

Dynamics 365 - Source Configuration

Generate Dynamics 365 Credentials

Important: Security & Access Control

This integration requires configuration in two places: Entra ID and Dynamics 365. Entra ID provides authentication (identity check; ensures who you are), and the authorisation (permissions/access check; determines what you can do) is controlled by Dynamics 365.

To avoid errors when using our app, you must:

Configure the App Registration in Entra ID

  1. Go to Entra ID β†’ App registrations and select your app. If you’re unsure how to register an app to start with, you can follow our documentation on Entra ID: πŸ‘‰ https://piosoftware.atlassian.net/wiki/external/NmI3ZjdkYzQ5NWNlNDUyOWExM2M1ZDc4OTQ2OTM0YmM.

  2. Open API permissions β†’ Add a permission β†’ Dynamics CRM.

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  1. Add user_impersonation with type Delegated. Select Add Permissions.

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  1. Click Grant admin consent for the tenant.

After completing this step, copy the Client ID and Client Secret for use when configuring the source in the MultiSource Importer.

Treat the Client Secret as sensitive information and do not share it publicly.

Create the Application User in Dynamics 365

  1. Sign in to the Microsoft 365 Admin Center and select Show All in the left navigation panel. You can also go to http://admin.powerplatform.microsoft.com which will take you directly to the environment management area.

  2. Go to Power Platform Admin Center β†’ Environments β†’ <your environment>.

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  1. Open Settings β†’ Users + Permissions β†’ Application Users.

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  1. Create a new application user and link it to the App Registration via its Client ID.

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  1. Assign at least one security role (see required privileges below).

The role assigned to the Application User must grant Organization-level Read on the following tables:

Table

Use

Minimum Privilege

Table

Use

Minimum Privilege

Account

Accounts

Read (Organization)

Contact

Contacts

Read (Organization)

Opportunity

Opportunities

Read (Organization)

Lead

Leads

Read (Organization)

System User

System users

Read (Organization)

The built-in Sales Manager role covers these. For a least-privilege setup, create a custom role with only these Organization-level Read privileges.

For more information, refer to the Microsoft documentation: πŸ‘‰ Manage application users in Power Platform

Create the Source

  1. Navigate to MultiSource Importer.

  2. Open the Source page.

  3. Click the Microsoft Dynamics 365 tile.

  4. Fill out Name, Environment URL, Tenant ID, Client ID, and Client Secret.

  5. Select Add Source button. Source will be added to the list.

  6. The next step is configuring the Destination: Destination Configuration for MultiSource Importer for JSM Assets.