Microsoft Dynamics CRM 2015 authentication for program extensions

Summary

In order to use Microsoft Dynamics CRM 2015 authentication you must first register a new application and obtain a unique client ID that can be used to authenticate with Microsoft Dynamics. The setup for registering a client ID with Microsoft Dynamics depends on your installation type. You will first need to determine which of the following types of installations you have and then follow the relevant instructions provided below:

  • On-premises (IFD)
  • CRM Online

On-premises (IFD)

  1. Log on to the AD FS server as administrator and open a Windows PowerShell command window
  2. You will need to generate a GUID which will become your client ID
  3. Enter:
    Add-AdfsClient -ClientId <CLIENT_ID> -Name <APP_NAME> -RedirectUri <REDIRECT_URI>
    (Where <CLIENT_ID> is the GUID you generated, <APP_NAME> is any name such as 'Program extension' and <REDIRECT_URI> is any valid URI and is not used in the process)

CRM Online

  1. You must have a Microsoft Dynamics CRM Online system user account with admin access, and then you must sign up to Microsoft Azure if you're not already registered
  2. In Microsoft Azure, select Active Directory
  3. Select the directory your CRM system is associated with
  4. Select Applications
  5. Add an application you’re developing
  6. Type a name such as 'Program extension'
  7. Select Native client application
  8. Input a redirect URI (this can be any valid URI and is not used in the process)
  9. Once created, click Configure then copy the client ID; you will be prompted for this when creating a Microsoft Dynamics profile in the program builder
  10. On the dropdown under Permissions, select Add application
  11. Click the + icon next to your Dynamics to add it
  12. Then in the dropdown (which appears on hover) for Delegated permissions, select Access CRM Online as organization users
  13. Select Save at the bottom of the page

For more information on these processes, visit https://msdn.microsoft.com/en-gb/library/dn531010.aspx.

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