Dynamics 365 (dataverse)

This Dynamics integration works with the Microsoft Dataverse framework. This is mostly referred to as 'Dynamics CRM'. But can work with PowerApps based data as well.

The integration will search Accounts + Contacts and will show a pop-up

example pop-up:

The Dynamics Integration works with OAuth2.0. This means users will log in with their own credentials. VoIPcube will automatically present the login screen when required.

A one-time setup in the azure environment is needed.

• Go to https://portal.azure.com

• Go to Entra ID

  
  

  

  OR

  
  

  
•  

  Go to App Registrations > New Registration

  
  

  
•  

  Enter the following details

  Name : identifiable name
  API Access : Accounts in this organizational directory only (single tenant)
  Redirect URL : Web | https://voipcube.nl
• • 

  • Click Register

• Note down the Application (client) ID

  
  

  
•  

  Go to Certificates & Secrets

  
  

  
•  

  Click on New Client Secret

  
  

  
•  

  Add a Description and set the Expires and click add

  
  

  
• Note down the secret Value.

• Click on API permissions > Add a permission

  
  

  
•  

  Find Dynamics CRM and add user_impersonation and click add permissions

  
  

  

  
  

  
•  

  Click Grant admin consent for {Organization}

• Finally, note down the Dynamics FQDN

• Assign the Dynamics 365 (Dataverse) Integration to the customer

  Enter the Client ID
  Enter the Client Secret
• Change the Extra parameters to include the FQDN
  Enter the domain This is the FQDN without https:// prefix



   

• Click Save

  Assign the integration to users. once they configured the VoIPcube client the dynamics log in window will be presented. here they can log in with their own user account.