OAuth 2.0 for Microsoft Dynamics 365 Sales

Prerequisites

• OAuth 2.0 authentication must be enabled in the Dataprep by Trifacta 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 Dataprep by Trifacta 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:

   Field	Description
   Name	The 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://clouddataprep.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 Dataprep by Trifacta application.

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

   Field	Description
   Name	The name of the app should match the value you specified previously.
   Logo	Upload 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 Dataprep by Trifacta application.

8. API Permissions tab: Grant the following permissions.

   API	Permissions name	Type	Admin consent request
   Dynamics CRM	user_impersonation	Delegated	No
   Microsoft Graph	User Read	Delegated	No

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 Dataprep by Trifacta application, which is used to integrate with the OAuth 2.0 Client app that you created in Azure.

Steps:

1. Login to the Dataprep by Trifacta 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:

   Field	Description
   Type	dynamics365_sales
   Name	Enter a name for the client.
   Client ID	Paste the value of the Application (client) Id that was generated when you created the client app in Azure.
   Client Secret	Paste 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 In	Set this value to the following: 3600000.
   Refresh Token Expires In	Set 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.

For more information, see Microsoft Dynamics 365 Sales Connections.