Connecting to Microsoft Dataverse
This applies to: Managed Dashboards, Managed Reports
This article describes how to enable connections to Microsoft Dynamics 365 from the Microsoft Dataverse data provider in Symphony.
Note: The Microsoft Dataverse data provider can connect to cloud versions of Microsoft Dynamics 365.
Register an Azure AD Application
Symphony and its Dataverse data provider will need to be registered as an Azure Active Directory application to enable access to your Dynamics data.
From the Azure Portal, navigate to Azure Active Directory and add a new app registration for Symphony. Take note of the client ID displayed on the overview page of the new app registration.
Configure the API permissions to add a new app permission for Dynamics, choosing delegated permissions and user_impersonation.
Configure the Certificates & secrets to add a new client secret, making sure to copy the created client secret value and save it as you will not be able to view it again.
You can follow a more detailed walkthrough in the Azure application registration section of the article Use single-tenant server-to-server authentication for Microsoft Dataverse in Microsoft Docs.
Add an Application User to Dynamics
As described in the article linked to above, the next step is to add an application user to your Dynamics environment that will access data on behalf of the Azure AD app you just registered.
For more details, see Manage application users in the Power Platform admin center.
Data Connector Settings
After setting up an Azure app as described in the sections above, create a data connector and set Data Provider to Microsoft Dataverse.
If you have an existing data connector that used the previous Microsoft Dynamics CRM data provider, you can also edit it and click to change it to the new data provider as detailed below.
Set the Service URL to your Microsoft Dynamics URL (e.g., https://mycompany.crm.dynamics.com).
Enter the Client ID and Client Secret obtained for your Azure AD app.
For more information, see: