Microsoft Dynamics 365
Overview of Microsoft Dynamics 365, a suite of cloud-based ERP and CRM applications, detailing features and configuration steps.
Microsoft Dynamics 365 is a comprehensive suite of cloud-based business applications designed to streamline and integrate various aspects of enterprise resource planning (ERP) and customer relationship management (CRM). It encompasses a range of modules and functionalities that address key business processes, including sales, marketing, customer service, finance, operations, and more. Dynamics 365 allows organizations to unify their business operations, gain insights from data, and enhance customer engagement through a seamless, end-to-end platform. With modular applications that can be tailored to specific business needs, Dynamics 365 enables businesses to optimize processes, improve decision-making, and adapt to evolving market demands. The integration with Microsoft's cloud services, such as Azure, enhances scalability, flexibility, and accessibility, making it a powerful tool for organizations seeking to drive efficiency, innovation, and growth.
About
Table | Key | Read | Create | Update | Delete |
|---|---|---|---|---|---|
Users | objectGUID |  | | | |
Groups | objectGUID | | | | |
Memberships | --- | | |  | |
Referencing Table | Foreign Key | Parent table | Primary Key |
|---|---|---|---|
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Go to the Azure AD portal
CLick on Azure Active Directory under Azure Services
Go to App Registrations
Click New Registration
Enter a Name (e.g. "NIM")
Click Register
You are taken to the new app registration. From here Create and upload your certificate in NIM and Azure
Outside of Azure, use your preferred method to generate a self-signed certificate. Create both X.509 encoded binary ".cer" and "*.pfx" formats
In Azure, go to Certificates & Secrets. Click Upload Certificate. Use the ".cer" certificate. Click Add.
In NIM, Settings > Certificates > Add a Certificate > Upload PFX
In Azure, go to the application overview
Copy and paste the Application (Client) ID and Directory (Tenant) ID fields into the corresponding fields of the System connection tab in NIM. Additionally select the newly uploaded certificate.
Click Save
In Azure, go to API Permissions
Click Add Permission
Click Dynamics CRM
Under Delegated Permissions, Add "user_impersonation" permission
Click Grant Admin Content, then Confirm
Click the on Environment you want to access
Click Settings
Expand Users + permissions, Click Application Users
Click "New App User"
Select App created in Azure
Select Appropriate Security roles for permissions