Keywords: Dynamics, authorization, OAuth2, 

 

Microsoft Changes Coming Soon

Vuture uses standard Microsoft Dynamics authentication to connect to a client's CRM. This method uses WS-Trust Authentication Protocol to connect. This authentication protocol will be retired on April 4th, 2022, for all new and existing environments within a tenant.

Applications that connect to Microsoft Dataverse using the WS-Trust authentication protocol will no longer connect after this retirement.  You will be required to use OAuth2 instead.

 

What is OAuth2?

OAuth 2 is an authorization framework that enables applications to obtain limited access to user accounts on an HTTP service.  

 

Who is it for?

If you are using online Dynamics 365 in the cloud, you will want to use Dynamics 365 OAuth2 authorization. Note that this requires you to configure an App Registration in your Azure AD.

 

Process

• Register a new application in your Azure Active Directory
• Set API permissions to Dynamics CRM user_impersonation
• Create an Application User and link to the Application ID
• Send the Application Username, Password, OAuth2 Application (Client) ID and Directory (Tenant) ID to Vuture

Vuture will adjust your configuration settings for you.

Note:  To prevent breaking the current client connection a new Application user will need to be created first, then the application ID will need to be entered into the new Vuture Application User in the Client's Dynamics CRM.

 

Help with the process

There is an example video here: https://www.youtube.com/watch?v=Td7Bk3IXJ9s

 

This article explains how your IT Support team should configure and test OAuth2 to make sure it is set up correctly - https://eax360.com/dynamics-365-online-connect-using-postman/