3 steps to integrate Microsoft Dynamics 365 Sales using Web API
Follow along with screenshots as we reduce the time you spend on integrating Microsoft Dynamics 365 Sales to just a few minutes.
This blog will act as a reference for creating an OAuth web application for Microsoft Dynamics 365 Sales to interact with the Web API. We have done the grunt work and have listed out just the resources you need to integrate.
This post is not an in-depth tutorial on how to build OAuth apps in general, some prior knowledge of how OAuth apps work is required.
Prerequisites
You'd need a onmicrosoft.com account. If you don't have one, signup here.
At the end of the signup flow, you will end up at the Power Platform admin center. Just click "Cancel" when prompted to create an Environment.
Sign up for Dynamics 365 Sales
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Visit Dynamics 365 Sales Free Trial page and click on Try for free.
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Enter your
onmicrosoft.comemail and click "Start your free trial".
Create an application on Azure AD
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Visit the App registration page on Azure AD
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Click "New Registration"
4. Select the account type based on whether you want to make this OAuth app available to others (Multitenant) or if you want to use it only in your organization (Single tenant).
6. You can get your OAuth Client ID in the Overview tab, copy and store it somewhere.
7. On the app details page, click "Manifest" on the sidebar and change the value of allowPublicClient in the JSON editor to true
12. Click "Certificates & secrets" and click "New client secret"
Post creating an OAuth application, you can either use Microsoft's Authentication libraries to add OAuth flow into your web application or any other OAuth client library, you can find the OAuth URLs and flows here.
IMPORTANT: When doing OAuth flow using a non-Microsoft library, add the Web API endpoint (which you'll find in the next section) as part of the scope. For example, if your Web API endpoint is https://abcd.api.crm.dynamics.com/, then add the following to the scope parameter -> https://abcd.api.crm.dynamics.com/.default
You can also test out the Dynamics 365 Sales API using Postman by following the instructions here.
Get your Web API Endpoint
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Visit Power Apps dashboard.
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Click the Environment selector on the top right and select the "Sales Trial" environment. This environment is created when you sign up for the trial of Dynamics 365 Sales on the first step.
For information on how to make requests, refer the guide by Microsoft here.
For information about the entities of Dynamics 365 Sales, refer the Web API reference.
Following these steps will you put on the right path to integrating Microsoft Dynamics 365 Sales CRM.
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FAQ
- What are the prerequisites for integrating with Microsoft Dynamics 365 Sales Web API?
- You need a Microsoft work account (onmicrosoft.com) and a Dynamics 365 Sales environment, which can be established via a free trial if you do not already have one.
- How do I find my Microsoft Dynamics 365 Sales Web API endpoint?
- Navigate to the Power Apps dashboard, select your environment, and click on Developer resources under the settings icon to find the unique Web API endpoint URL.
- Which Azure AD permission is required for Web API access?
- You must add the Dynamics CRM 'user_impersonation' permission to your Azure AD app registration to allow your application to interact with the Dynamics 365 Web API.
- How should the scope be configured for OAuth flows using non-Microsoft libraries?
- You must include the Web API endpoint followed by /.default in the scope parameter, for example: https://your-org.api.crm.dynamics.com/.default.
