Application User Setup

Article Overview

The following article describes how to set up postman environment to query D365 CE data and how to created an application user.

Step 1: Create Azure App

(See Figure 1 to Figure 10)

To create a new Azure App, perform the following steps:

1. Create a new App registration in Azure, under Azure Active Directory:
   1. Click Azure Active Directory (1).
   2. Click App registrations (2).
   3. Click New registration (3).

Figure 1: New Registration

2. Enter an EasySend Application Name.
3. Select Supported account types - Accounts in any organizational directory (any Azura AD directory - Multitenant). 
4. Click Register.

Figure 2: Register An Application

Result:

A new application is created with an Application (client) ID and Directory (tenant) ID:

Figure 3: Created Application

5. Copy and save the Application (client) ID and the Directory (tenant) ID. You will use them for creating a Dynamic 365 resource in your EasySend environment.
6. Create a New Client Secret under Client Secrets from Certifications & secrets:
   1. Click Certifications & secrets (1):
   2. Click New client secret (2).
   3. Click Add (3).

Figure 4: Certifications and Secrets

Result:

New client secret is created:

Figure 5: New client secret

7. Copy the secret Value (marked in green) and perform the following steps: 
   Important!

   You can only copy and save the Value once.
   1. Click API permissions (1).
   2. Click Add a permission (2).

Figure 6: API permissions

Result:

The following window appears:

Figure 7: Request API Permissions

8. Click Dynamics CRM.
9. Check the User impersonation checkbox.
10. Click Add permissions.

Figure 8: Permission

11. Perform the following steps:
    1. Click Grant admin consent (1).
    2. Click Yes (2).

Figure 9: Grant Admin Consent

12. Click Manifest.
13. Change the allowPublicClient flag to true and click the Save button.

Figure 10: allowPublicClient Flag

Step 2: Add Application User in Dynamics 365

(See Figure 11 to Figure 13)

To add an Application user in Dynamics 365, perform the following steps:

1. Select the required Environment and click Settings. 

Figure 11: Apps Screen

2. Under Users + Permissions section, click Application Users.

Figure 12: Users + permissions

3. Click New app user.
4. Click Add an app.
5. Select the App created in Step 1: Create Azura App.
6. Select the Business unit.
7. Select the Security roles.
8. click Create.

Figure 13: Create a new app user