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How to register an OAuth app for Microsoft Dynamics CRM

Before you get started, make sure you have a Microsoft developer account.

Register a new application using the Azure portal

  1. Sign in to the Azure portal using either a work or school account or a personal Microsoft account.

  2. If your account gives you access to more than one tenant, select your account in the top right corner, and set your portal session to the Azure AD tenant that you want.

  3. In the left-hand navigation pane, select the Azure Active Directory service, and then select App registrations > New registration.

  4. When the Register an application page appears, enter your application's registration information:

  • Name - Enter a meaningful application name that will be displayed to users of the app.
  • Supported account types - Select Accounts in any organizational directory and personal Microsoft accounts
  • Redirect URI: https://unify.apideck.com/vault/callback

New app registration in Azure

  1. When finished, select Register.

After completing the last step, Azure AD assigns a unique application (client) ID to your app, and you're taken to your application's Overview page. To add additional capabilities to your application, you can select other configuration options including branding, certificates and secrets, API permissions, and more.

💡 TIP: Copy the "Client Id" and the "Client secret". You will need them in the next step.

Vault Connection Setup

Now that you have your Microsoft Dynamics App credentials, you can enable the integration to connect to your Microsoft Dynamics CRM instance in a secure manner. Once this is done you can start testing it by using the Apideck HRIS API.

Go to the Apideck > Configuration > CRM > Microsoft Dynamics CRM

Enter the OAuth client ID & Secret from Microsoft Dynamics CRM and review if the scopes granted in Microsoft Dynamics CRM match with the scopes you are requesting in Apideck.

Press "Save settings" to save your credentials.

You can test the connection by clicking "Test Vault", which will check if the connection is working.

Now you are ready and clients can authorize the connection to their Microsoft Dynamics CRM account securely.