Steps

• Before you begin
• Dynamics CRM 365 Connector
• Enter your Dynamics 365 URL
• Configure App Service Application to use Azure Active Directory Login
• Create an application registration for your Connector
• Name the App Registration
• Enter Application ID
• Add API Access (step 1 of 3)
• Add API Access (step 2 of 3)
• Add API Access (step 3 of 3)
• Generate Secret Key
• Add Secret Key to the Dynamics CRM Connector in Kentico
• Setup Tenant Admin Consent for Connector User in Dynamics 365
• Create a Security Role for Dynamics Connector User
• Setup Core Records Access for Security Role
• Setup Customization Access for Security Role
• Create an Application User for the Dynamics Connector
• Assign Application User Custom Role
• Authenticate using OAuth
• After Authentication
• Success!

• Go to Forms
• Edit the Form You Want to Integrate With Connect
• Navigate to Connectors
• Create a New Connector Process
• Choose a Data Source, Connector, and Entity
• Completed Matching the Fields