Get Your Microsoft Dynamics 365 Sales Credentials

Get Your Microsoft Dynamics 365 Sales Credentials

Overview

This section explains how to obtain the necessary credentials from Microsoft Dynamics 365 Sales. 

Alert
Please note that this information is provided to help you connect your Microsoft Dynamics 365 Sales system to OneEnterprise. Since Microsoft Dynamics 365 Sales is an external system, the process of creating an App and generating client IDs and secrets may change with application updates. OneEnterprise does not control the Microsoft Dynamics 365 Sales process. If you encounter any issues with your application, contact our support team.

Callback/Redirect URL

Before connecting your application to OneEnterprise, register your app with Microsoft Dynamics 365 Sales, and ensure it is fully functional and all settings are correctly defined. Failing to do so, you will not be able to connect your application. We have listed all the requirements under the 'Get Your Credentials' section. You need to make sure that you have all the information before making the connection. 

Reference Links:
  1. Tutorial: Register an app with Microsoft Entra ID
  2. How to Give a Redirect URL 
The Redirect URL is crucial for the integration. When creating the app in Microsoft Dynamics 365 Sales, you must provide the redirect URL. A redirect URL, also called a callback URL, is the web address where a user is directed after completing a specific action — typically after authentication, payment, or submitting a form. 
  1. Refer to the Redirect URL link to learn how to use it.
  2. Following redirect URL must be used: 
    1. Callback/Redirect URL: https://cloudmanager.am.dev.oneenterprise.com/oAuth2CallBack
 

Required Credentials

To obtain the necessary Client ID and Client Secret from the Microsoft Dynamics 365 Sales system, you must either create a new Connected App or find the details of an existing one. To connect the Microsoft Dynamics 365 Sales system with OneEnterprise, you need the following information from Microsoft Dynamics 365 Sales. Retrieve this information from your Microsoft Dynamics 365 Sales account and enter it into the appropriate fields in the OneEnterprise application.
  1. Server URL
  2. Client Identifier 
  3. Client Secret
  4. Tenant ID



Step 1 - Get Server URL

  1. Log in to your account.
  2. Once you log in to your account, copy the URL from the bar as shown on the screen.
  3. Paste this URL into the 'Server URL' field.

Step 2 - Get Client Identifier

  1. Log in to Portal.azure.com with your credentials.
  2. Click on the Microsoft Entra ID.



  1. Click on the App Registrations.
  2. Click on the App under the 'Owned applications' tab.


  1. Copy the Application (client) ID and paste it into the Client ID field.
  2. This is your Client ID.


Step 3 - Get the Client Secret

  1. Log in to Portal.azure.com with your credentials.
  2. Click on the Microsoft Entra ID.
  3. Navigate to the App Registrations > App > client credentials.
  4. Click on the 'secret'.


  1. Copy the Client secret, and paste it into the Client Secret field.


Step 4 - Get Tenant ID

  1. Log in to Portal.azure.com with your credentials.
  2. Click on the Microsoft Entra ID.
  3. Copy the Tenant ID as shown on the screen.




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