Configure Security for MS Dynamics

How to setup remote access to sync opportunities with Aptivio for Dynamics 365 Customer Engagement

Prerequisites

  • You need an Aptivio Team setup to feed external client signals into D365
  • You have installed Aptivio for Dynamics 365 Customer Engagement into D365

Post package install steps

Creating an App Registration in Azure Active Directory

To create App Registration follow these steps

  1. Sign in to the Azure portal on the tenant in which your Microsoft Dataverse is provisioned.
  2. Navigate to Active Directory -> App Registrations
  3. Click New Registration
  4. Give your App Registration a Name (AptivIO) and click Register
  5. From the Overview page of your newly created app registration click API Permissions
  6. Click Add a permission and select Dynamics CRM (don't be confused by the name, the permissions are the same for accessing CDS) and Microsoft Graph
  7. Select user_impersonation and click Add Permissions
  8. Make sure you granted admin consent for the permission to use the API
  9. Click Certificates & secrets and create a new secret.
    Copy it to a place for safe keeping as you will not be able to read it once saved!
  10. Click Manifest and set allowPublicClient property to true
  11. Gather your Consumer Key, Consumer secret and Client Id for later steps.

Creating an Application User in Dynamics

To create Application User follow these steps

  1. Log in to https://admin.powerplatform.com and navigate to your environment that you are configuring access to
  2. Navigate to Settings -> Users + Permissions -> Users
  3. Click Manage users in Dynamics 365 to open the classic interface


  4. Change the view to Application Users and click New
  5. Change user type to Application User
  6. Paste in your Client Id from the App Registration you created earlier in Azure Active Directory
  7. Click Save
  8. The Application ID URI and the Azure AD Object ID should be filled in automatically once the Application User is saved
  9. Now click Manage Roles and assign security roles: Basic User, AptivIOSecurity, and SalesManager
You can read more about Application User Creation in Microsoft Docs.

Creating a Dynamics Connection in Aptivio

To sync Dynamics CRM with Aptiv follow these steps

  1. Provide Consumer Key, Consumer Secret and Instance Server to Aptivio
    Fill in the CRM connection info in Aptiv Team Admin
  2. Use Test Connection button to make sure connection is successful