Posted in Azure, Dynamics 365 CE

Registering an app in Azure AD

This post describes:

  1. Registering an OAuth2 app in Azure AD to control access to the app (the Web API of Dynamics 365 / Dataverse in this case)
  2. Creating an non-interactive application user in Dynamics 365
  3. Developing an Azure Function to connect to Dynamics 365

Assumption:

The Azure & Dynamics 365 subscriptions belong to the one account

Registering an app in Azure AD

Click on ‘App Registrations’ & then ‘New registration’

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Click on ‘View API permissions’

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Select ‘Dynamics 365’

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Creating an application user in Dynamics 365

Select the ‘Application Users’ view

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Enter the Application Id which was generated earlier

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Select the required role (not System Administrator as this would be a security risk)

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Developing an Azure Function to connect to Dynamics 365

This function connects to Dynamics 365 via Azure AD

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Azure Function example

Consider the example described in the blog post XRM.Navigation.navigateTo() launching a html web resource

To meet the requirements of this example, an Azure function could be built to implement the following functionality:

1.) When the ‘Generate Token’ button is pressed on the command bar of a form, the Azure function is called with it’s URL query parameters containing the credit card name, number etc

2.) Within the Azure function, a connection is made to Dynamics 365 / Dataverse and the merchant details are retrieved from a table within Dataverse

3.) Within the Azure function, a call is made to the payment gateway with the required details and a token (used to make payments) is returned by the payment gateway

4.) The Azure function triggers a Power Automate flow to write a transaction log message to Dynamics 365

References

OAuth Application Users in Dynamics 365

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Dustin

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