1. Using the Microsoft Dynamics 365 CRM Adapter with Oracle Integration 3
  2. Create an Microsoft Dynamics 365 CRM Adapter Connection
  3. Prerequisites for Creating a Connection

Prerequisites for Creating a Connection

You must satisfy the following prerequisites to create a connection with the Microsoft Dynamics 365 CRM Adapter:

Obtain the Microsoft Dynamics 365 Organization URL and API Version

Obtain the Microsoft Dynamics 365 organizational URL and API version. See View developer resources. The Web API Endpoint URL is the Microsoft Dynamics 365 organizational URL followed by the API version.

Register an Application

Register an application in Microsoft Entra ID, and obtain the tenant ID, client ID, and client secret.

  1. Sign in to the Microsoft Azure management portal using an account with the administrator permission.
  2. Navigate to Microsoft Entra ID, and then to App registrations.
  3. Click New Registrations.
  4. Enter a name for the application and select a supported account type.
  5. Optionally, under Redirect URI, enter the redirect URI in the following format: 
    https://OIC_instance_URL/icsapis/agent/oauth/callback

    Note:

    A redirect URI is only required if you want to configure the Authorization Code Credentials security policy for your Microsoft Dynamics 365 connection.
  6. Click Register.

    The tenant ID and client ID are displayed.

  7. Copy the values for the tenant ID and client ID.
    You'll need to enter those values on the Connections page when you configure security for the Microsoft Dynamics 365 CRM Adapter.

    Note:

    For the Client Credentials security policy, make sure to create an application user for Microsoft Dynamics 365 to use this tenant ID. For all read, write, and delete permissions, assign the security roles as Service Reader, Service Writer, and Service Deleter.

Create a New Client Secret

  1. Select the application that you registered. See Register an Application.
  2. Click Certificates & secrets.
  3. Click Client secrets, and then click New client secret.
  4. Enter a description of the secret and select a duration.
  5. Click Add.

    The client secret is displayed in the Value column.

  6. Copy the client secret from the Value column.

    You'll need to enter the client secret on the Connections page when you configure security for the Microsoft Dynamics 365 CRM Adapter. See Configure Connection Security.

Assign API Permissions

You must grant API permissions to the application that you created in Microsoft Entra ID.
  1. Sign in to the Microsoft Azure management portal using an account with the administrator permission.
  2. Navigate to Microsoft Entra ID, and then to App registrations.
  3. Select the application that you registered. See Register an Application.
  4. Click View API permissions.
  5. Click Add a permission.
  6. Click the Microsoft APIs tab and select Dynamics CRM.
  7. Select Delegated permissions and the user_impersonation check box, then click Add permissions.