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Onboarding Guide - Microsoft Dynamics
Onboarding Guide - Microsoft Dynamics
Reco Product Management avatar
Written by Reco Product Management
Updated over a month ago

For this integration you will need to create an application in your tenants azure account and provide some needed details regarding the application. Afterwards, you will need add the new application to you dynamics environment with the desired permission.

  1. Log in to you azure account: https://portal.azure.com

  2. Click on the `App registration` button

  3. Click on the `New registration` button

  4. Give you application a name for example `Reco for Dynamics` and click `Register`

  5. You will be redirected to the application `Overview` page. In this page copy the `Application (client) ID` (this is your `client_id`), `Directory (tenant) ID` (this is you `tenant_id`)

  6. Click on `Certificates & secrets`

  7. In the `secrets` page click on `New client secret` and create a new secret, the expiration date should be as long as possible

  8. Copy the `Value` of the new secret – this will be the needed field in the `secret` tab later. In this example the secret is 5k~…

  9. Now that we created the app we will need to give it the needed authorization. Go to your admin powerapp environment page: https://admin.powerplatform.microsoft.com/environments and click on the dynamics environment

  10. In this page copy the ` Environment URL` (this is your ` Environment URL` needed for the integration screen later)

  11. Now click on Settings in the top menu -> Users + permissions -> Application users

  12. Click `New app users`

  13. Click on the `Add an app` button and search for the application you created and click `add`

  14. In the ` Business unit` field fill in the subdomain of the dynamics site for this example ` org1b3582c0`

  15. click on the edit button for the security and scroll down and click on `System Administrator` and click Save

  16. This is how the application user creation form should look like – click save after you ensured everything is valid

  17. Now go to the reco integration page and look for `dynamics` and fill in the needed fieldsdynamics` and fill in the needed fields

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