--- title: 3 steps to integrate Microsoft Dynamics 365 Sales using Web API slug: integrate-microsoft-dynamics-365-sales date: 2023-01-11 author: Roopendra Talekar categories: [Guides] excerpt: Follow along with screenshots as we reduce the time you spend on integrating Microsoft Dynamics 365 Sales to just a few minutes. tldr: "Learn how to integrate Microsoft Dynamics 365 Sales using the Web API by creating an Azure AD OAuth application, configuring user impersonation permissions, and locating your API endpoint." canonical: https://truto.one/blog/integrate-microsoft-dynamics-365-sales/ --- # 3 steps to integrate Microsoft Dynamics 365 Sales using Web API This blog will act as a reference for creating an OAuth web application for [Microsoft Dynamics 365 Sales](https://dynamics.microsoft.com/en-us/sales/overview/) 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](https://go.microsoft.com/fwlink/?LinkId=2139837&clcid=0x409). ![Dynamics 365 Sales Premium Trial signup page with an email input field to start the 1-month trial.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-0.png) At the end of the signup flow, you will end up at the [Power Platform admin center](https://admin.powerplatform.microsoft.com/). Just click "Cancel" when prompted to create an Environment. ![Power Platform admin center showing the New environment pane to configure trial subscription details.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-1.png) ## Sign up for Dynamics 365 Sales 1. Visit [Dynamics 365 Sales Free Trial page](https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/) and click on Try for free. 2. Enter your `onmicrosoft.com` email and click "Start your free trial". ![Dynamics 365 Sales trial registration modal with an email field for starting the 30-day free trial.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-2.png) ## Create an application on Azure AD 1. Visit the [App registration page](https://go.microsoft.com/fwlink/?linkid=2083908) on Azure AD 2. Click "New Registration" ![3. Enter in the details of the app, with the redirect URI.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-3.png) 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). ![5. Submit the form by clicking ](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-4.png) 6\. You can get your OAuth Client ID in the Overview tab, copy and store it somewhere. ![Overview page of a registered application in Azure with the Application client ID highlighted for copying.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-5.png) 7\. On the app details page, click "Manifest" on the sidebar and change the value of `allowPublicClient` in the JSON editor to `true` ![8. Click ](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-6.png) ![9. Select ](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-7.png) ![10. Check ](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-8.png) ![11. You can also grant admin consent for your organization by clicking, ](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-9.png) 12\. Click "Certificates & secrets" and click "New client secret" ![13. Enter a friendly name for the secret and click ](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-10.png) ![14. You will be shown the Client Secret for the OAuth app, copy it and store it somewhere safe.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-11.png) ![Client secrets list in the Azure portal showing the generated secret value and a copy to clipboard icon.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-12.png) Post creating an OAuth application, you can either use Microsoft's [Authentication libraries](https://learn.microsoft.com/en-us/azure/active-directory/develop/reference-v2-libraries#web-application) to add OAuth flow into your web application or any other OAuth client library, you can find the OAuth URLs and flows [here](https://learn.microsoft.com/en-us/azure/active-directory/develop/v2-oauth2-auth-code-flow). **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](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/setup-postman-environment?view=dataverse-latest). ## Get your Web API Endpoint 1. Visit [Power Apps](https://make.powerapps.com/) dashboard. 2. 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. ![3. Click the Cog icon beside the Environment selector and click ](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-13.png) ![4. The Web API endpoint will be listed.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-14.png) ![Developer resources pane displaying the unique Web API endpoint URL for the selected Dynamics 365 environment.](https://truto.one/images/content/integrate-microsoft-dynamics-365-sales-15.png) For information on how to make requests, refer the guide by Microsoft [here](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query-data-web-api?view=dataverse-latest). For information about the entities of Dynamics 365 Sales, refer the [Web API reference](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/about?view=dataverse-latest). Following these steps will you put on the right path to integrating Microsoft Dynamics 365 Sales CRM. Are you looking to natively integrate with all leading CRMs such as HubSpot, Close, Pipedrive, Freshsales, and Copper? Use [Truto.one](https://truto.one/) for free. It’s built for developers by developers to natively integrate all CRMs in one go. If you have any questions or run into a roadblock, feel free to reach out to us at [support@truto.one](mailto:support@truto.one), we’ll be happy to help.