Connect to your Microsoft Dynamics CRM app for OAuth.
Overview
in the side menu > Click on +Add
> Select App Registration
.Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant)
under Supported Account Types.Apps catalog
in Cobalt > Search for Ms Dynamics CRM
> Settings
> Use your credentials
> Callback Url
> Copy it.Web
, paste the Callback Url as the URL and click Register
.Manage
> API permissions
in the side menu > Click on + Add a permission
.Dynamics CRM
card under Microsoft APIs > Choose Application permissions
> Select the scopes that you require > click on the Add Permissions
button.Certificates and Secrets
in the side menu and under Client Secrets tab, press the + New client secret
button. Give a Description, select the best expiry for your application and click Add
to create your credentials.Value
column.Overview
in the side menu > Essentials
tab > Copy the Client ID under Application (client) ID
.OAuth 2.0
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Lead
Contact
Opportunity
Account
Others