Set Up an App Registration in Azure Portal and Dynamics

Set Up an App Registration in Azure Portal and Dynamics

Setting up an integration with Experlogix Cloud Connect requires both a one-time configuration in the Azure Portal and additional product-specific setup. In Azure Portal, you will create an app registration, assign API permissions, grant administrator consent, and generate a client secret. These values are then used to connect the app registration as an application user in your environment. The later sections of this topic provide steps for completing that connection in Dynamics 365 Customer Engagement, Finance & Operations, and Business Central, including assigning the appropriate security roles and permissions for each product.

Setup in Azure Portal

Perform the following steps to set up an Organization in Azure Portal:

1. Sign in to the Azure Portal with an account in the organization’s tenant with the rights to create an app registration.

2. Create an IntegrationClient app registration. For more information on app registration, see Register an app by using the Azure portal.

3. Add API permissions for Microsoft Dynamics 365 F&O, Microsoft Dynamics 365 CE, or Microsoft Dynamics 365 BC.

   • Microsoft Dynamics 365 BC API Permissions

     

   • Microsoft Dynamics 365 F&O API Permissions

     

   • Microsoft Dynamics 365 CE API Permissions

     

4. Grant Administrator consent for the registered app.

5. Create a Client Secret. For information on creating a Client Secret, see Add a client secret.

Adding an App Registration as an Application User

After creating the App registration, you must add it as an Application user in Microsoft Dynamics 365 F&O, Microsoft Dynamics 365 CE, or Microsoft Dynamics 365 BC.

Microsoft Dynamics 365 CE

To create an Application user in Microsoft Dynamics 365 CE, see Create an application user. The application user requires the following roles:

Prior to Microsoft Dynamics 365 CE 24Q3 - Add the System Administrator and all Experlogix roles to the application user.

For Microsoft Dynamics 365 CE 24Q3 and later - Add Experlogix modeler and one or more roles below depending on your business needs:

• To configure Sales entities, add the Sales manager role.

• To configure Project operations entities, add the Project manager role.

• To configure Field service entities, add the Field service - manager role.

Microsoft Dynamics 365 F&O

To create an Application user in Microsoft Dynamics 365 F&O, see Register your external application. In the Client Id field, enter the Application (client) ID noted down when completing the Setup in Azure Portal. The user connected to the application requires the following roles:

Prior to Microsoft Dynamics 365 F&O 24Q3, the application user requires the System Administrator role.

For Microsoft Dynamics 365 F&O 24Q3 and later, the application user requires the Experlogix Administrator, System user, and System external user roles.

Microsoft Dynamics 365 BC

To create an Application user in Microsoft Dynamics 365 BC, see Set up the Microsoft Entra application in Business Central.

1. In the Client Id field, enter the Application (client) ID noted down when completing the Setup in Azure Portal.

2. In the step where Microsoft Dynamics 365 BC is linked to Azure, ensure that the user permission set below role is added:

   • Super (Data)

   • - D365 BUS FULL ACCESS

The value for the Company field must be empty, to allow access to any company in Microsoft Dynamics 365 BC.

Properties required for Admin Center Configuration

The values for the following properties are needed while creating a new connection. These are required later while configuring in Admin Center: