Microsoft Dynamics 365 Integration

This guide covers setting up bidirectional synchronization between AuthScape and Microsoft Dynamics 365 CRM.

Prerequisites

Before you begin, ensure you have:

• An Azure Active Directory tenant
• A Dynamics 365 environment with the Web API enabled
• Admin access to register an application in Azure AD

Azure AD App Registration

Step 1: Create the App Registration

1. Go to the Azure Portal
2. Navigate to Azure Active Directory > App registrations
3. Click New registration
4. Enter a name (e.g., "AuthScape CRM Integration")
5. Set Supported account types to "Accounts in this organizational directory only"
6. Click Register

Step 2: Configure API Permissions

1. In your app registration, go to API permissions
2. Click Add a permission
3. Select Dynamics CRM
4. Choose Delegated permissions and check user_impersonation
5. Click Add permissions
6. Click Grant admin consent for [your tenant]

Step 3: Create Client Secret

1. Go to Certificates & secrets
2. Click New client secret
3. Enter a description and choose an expiration period
4. Click Add
5. Copy the secret value immediately (it won't be shown again)

Step 4: Note Your Credentials

You'll need these values for AuthScape configuration:

• Application (client) ID: Found on the Overview page
• Directory (tenant) ID: Found on the Overview page
• Client Secret: The value you copied in Step 3
• Dynamics Environment URL: e.g., yourorg.crm.dynamics.com

AuthScape Configuration

Add the Dynamics 365 credentials to your appsettings.json:

{
  "CRM": {
    "Dynamics365": {
      "ClientId": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
      "ClientSecret": "your-client-secret-value",
      "TenantId": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
      "Environment": "yourorg.crm.dynamics.com"
    }
  }
}

Creating a Connection

1. In AuthScape, navigate to User Management > CRM Integration
2. Click Add Connection
3. Select Dynamics 365 as the provider
4. Enter a name for the connection (e.g., "Production Dynamics")
5. Enter your Dynamics environment URL
6. Click Create

The connection will use the credentials from your appsettings.json.

Entity Mapping

After creating a connection, configure which entities to sync:

1. Click on your connection to open it
2. Click Add Entity Mapping
3. For user synchronization, use:
   • AuthScape Entity: User
   • CRM Entity: contact (or account for company sync)
4. Click Save

Field Mapping

Configure how fields map between systems:

State Code Mapping

Dynamics uses numeric state codes:

• 0 = Active (maps to IsActive = true)
• 1 = Inactive (maps to IsActive = false)

Manual Sync Operations

Full Sync

To perform a full synchronization of all records:

1. Go to User Management > CRM Integration
2. Click on your connection
3. Click Sync Now > Full Sync

Sync Individual User

To sync a specific user:

1. Go to User Management > Users
2. Find the user and click to edit
3. Click Sync to CRM in the actions menu

Troubleshooting

Authentication Errors

If you see "Invalid client credentials" errors:

1. Verify the Client ID and Tenant ID are correct
2. Check that the client secret hasn't expired
3. Ensure the app has been granted admin consent

Permission Errors

If you see "Access denied" errors:

1. Verify the app has the user_impersonation permission
2. Check that admin consent has been granted
3. Ensure the app user has sufficient privileges in Dynamics

Connection Timeout

If sync operations time out:

1. Check your network connectivity to Dynamics
2. Verify the environment URL is correct (should be just the domain, not a full URL)
3. Consider breaking large syncs into smaller batches

Next Steps

• Set up real-time webhooks for instant synchronization
• Configure field mappings for custom fields