Retrieve credentials for third-party apps

Overview

To connect Anduin to Microsoft Dynamics 365, you need to register an application in Microsoft Entra ID (formerly Azure Active Directory) using the OAuth 2.0 Client Credentials flow. Follow the steps below to obtain the following credentials:

Step 1 — Register an app in Azure portal

1. Go to the Azure portal and sign in with an admin account.
2. Search for Microsoft Entra ID and select it.
3. Under Manage, select App registrations > New registration.
4. Enter a name (e.g. Anduin Integration - Dynamics 365), leave other fields as default, and click Register.

Step 2 — Get your Client ID and Token URL

From the app's Overview page:

• Client ID: Copy the Application (client) ID
• Token URL: Click Endpoints > copy the OAuth 2.0 token endpoint (v2)
  • Format: https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/token

Step 3 — Generate a Client Secret

1. In the left sidebar, go to Certificates & secrets > New client secret.
2. Add a description and set an expiry duration (max 24 months).
3. Click Add and immediately copy the Value — this is your Client Secret Value.

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The value is only shown once. Copy it before navigating away.

Step 4 — Get your Web API URL and Scopes

Find your Dynamics 365 environment URL in the Power Platform Admin Center.

• Web API URL: https://yourorg.crm.dynamics.com/
• Scopes: Web API URL + /.default — https://yourorg.crm.dynamics.com/.default

Step 5 — Grant Dynamics CRM API permissions

1. In the left sidebar, go to API permissions > Add a permission.
2. Select Dynamics CRM > Delegated permissions > check user_impersonation.
3. Click Add permissions, then Grant admin consent and confirm.

Step 6 — Add the app as an Application User in Dynamics 365

1. Go to the Power Platform Admin Center.
2. Select Environments and choose your Dynamics 365 environment.
3. Select S2S Apps.
4. Click New app user.
   • Click Add an app.
   • Search for and select the app registered in Step 1. You can search by the Client ID you noted.
   • Select your Dynamics tenant as the Business unit.
   • Under Security Roles, select System Administrator.
   • Click Create.