Connect to your Microsoft Dynamics CRM app for OAuth.
To setup your Microsoft Dynamics CRM app in Cobalt for OAuth, you will need the following credentials from your Microsoft Azure account:
To create a Microsoft Dynamics CRM app and acquire the above mentioned credentials, please follow the steps mentioned below:
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
.If you already have an app created, then follows these steps to add Redirect URL:
Select your Application > Select Authentication in side menu > Under Platform configurations, press the Add a platform button > Select Web > Paste the Callback Url > Click on Configure > Click Save button at the bottom.
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
.App settings page lets you configure the authentication settings for an 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.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Once the above setup is completed, you can create orchestrations of your use-cases using Microsoft Dynamics CRM actions and triggers. Following are the set of Microsoft Dynamics CRM actions and triggers supported by Cobalt.
Lead
Contact
Opportunity
Account
Others
Lead
Contact
Opportunity
Account
Others
There are no triggers in this application.
Connect to your Microsoft Dynamics CRM app for OAuth.
To setup your Microsoft Dynamics CRM app in Cobalt for OAuth, you will need the following credentials from your Microsoft Azure account:
To create a Microsoft Dynamics CRM app and acquire the above mentioned credentials, please follow the steps mentioned below:
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
.If you already have an app created, then follows these steps to add Redirect URL:
Select your Application > Select Authentication in side menu > Under Platform configurations, press the Add a platform button > Select Web > Paste the Callback Url > Click on Configure > Click Save button at the bottom.
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
.App settings page lets you configure the authentication settings for an 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.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Once the above setup is completed, you can create orchestrations of your use-cases using Microsoft Dynamics CRM actions and triggers. Following are the set of Microsoft Dynamics CRM actions and triggers supported by Cobalt.
Lead
Contact
Opportunity
Account
Others
Lead
Contact
Opportunity
Account
Others
There are no triggers in this application.