Page tree


Contents:

   

Contents:


Configure the Designer Cloud application to integrate with your Microsoft Dynamics 365 Sales (Deprecated)  deployment using OAuth 2.0 to authenticate.

Prerequisites

  • OAuth 2.0 authentication must be enabled in the Alteryx Analytics Cloud . For more information, see Enable OAuth 2.0 Authentication.
  • OAuth 2.0 for Microsoft Dynamics 365 Sales (Deprecated) is supported for Microsoft Azure.

    Tip: OAuth 2.0 for Microsoft Dynamics 365 Sales (Deprecated) may work for other tenant-based identity providers. You can use this solution as a template for creating the required objects in your identity provider's console and the Designer Cloud application

Create OAuth 2.0 Client App in Azure

In the Azure console, you must create the client app.

Steps:

  1. Login to Azure: https://portal.azure.com/#home
  2. Select Azure Active Directory > App Registrations > New registration.
  3. Specify the following fields:

    FieldDescription
    NameThe name of the app.
    Supported Account Types

    Select either:

    • Single tenant
    • Multi tenant
    Redirect URI

    For the platform, select Web.

    Specify the URL in the following format, depending your project or workspace login:

    https://cloud.trifacta.com/oauth2/callback

  4. To create the new registration, click Register.
  5. Overview tab:

    NOTE: Copy the value for the Application (client) Id. This value must be applied in the Designer Cloud application .

  6. Branding tab: (optional) Specify the following fields:

    FieldDescription
    NameThe name of the app should match the value you specified previously.
    LogoUpload a preferred logo for the app. 
    Homepage URL

    Set this value to the following:

    https://trifacta.com
    Terms of Service URL

    Set this value to the following:

    https://www.trifacta.com/terms-conditions/
    Privacy Policy

    Set this value to the following:

    https://www.trifacta.com/privacy-policy/
    Publisher Domain

    Set this value to the following:

    trifacta.com
    MPN ID

    If you are a Microsoft Partner, you can specify your MPN ID.

  7. Certificates & Secrets tab: To create a new client secret:
    1. Select New client secret.
    2. Set the Expires option to Never.
    3. Select Add.

      NOTE: Copy the Value field. This value is the client secret and must be applied in the Designer Cloud application .

  8. API Permissions tab: Grant the following permissions.

    APIPermissions nameTypeAdmin consent request
    Dynamics CRMuser_impersonationDelegatedNo
    Microsoft GraphUser ReadDelegatedNo
  9. Save your changes.

Create OAuth 2.0 Client for Microsoft Dynamics 365 Sales (Deprecated)

After the Microsoft Dynamics 365 Sales (Deprecated) client app is created, you must create an OAuth 2.0 client in the Designer Cloud application , which is used to integrate with the OAuth 2.0 Client app that you created in Azure.

Steps:

  1. Login to the Designer Cloud application  as a workspace administrator.
  2. In the lefthand menu, select User menu > Admin console > OAuth 2.0 Clients
  3. In the OAuth 2.0 Clients page, click Register OAuth 2.0.0 Client.
  4. Specify the fields for the new client:

    FieldDescription
    Typedynamics365_sales 
    NameEnter a name for the client.
    Client IDPaste the value of the Application (client) Id that was generated when you created the client app in Azure.
    Client SecretPaste the value of the client secret that was generated when you created the client app in Azure.
    Authorization URL

    Single tenant:

    https://login.microsoftonline.com/<tenant_identifier>/oauth2/v2.0/authorize

    Multi-tenant:

    https://login.microsoftonline.com/common/oauth2/v2.0/authorize
    Token URL

    Single tenant:

    https://login.microsoftonline.com/<tenant_identifier>/oauth2/v2.0/token

    Multi-tenant:

    https://login.microsoftonline.com/common/oauth2/v2.0/token
    Scopes

    Set the scopes to the following values:

    NOTE: Individual scopes must be separated by a space.


    https://<your_dynamics365_sales_organization>.crm.dynamics.com/user_impersonation offline_access
    Access Token Expires InSet this value to the following: 3600000.
    Refresh Token Expires InSet this value to the following: 7776000000.
  5. To save your OAuth 2.0 client, click Save.

For more information, see Create OAuth2 Client.

Create Microsoft Dynamics 365 Sales (Deprecated)  Connection

After you have created the two OAuth 2.0 client references, you can create a connection to your Microsoft Dynamics 365 Sales (Deprecated)  data.

NOTE: You must create a separate connection for each OAuth 2.0 client that is available in the Designer Cloud application .

For more information, see Microsoft Dynamics 365 Sales Connections.

This page has no comments.