{% import '_includes/forms' as forms %} {% import 'verbb-base/_macros' as macros %} {% set displayName = integration.displayName() %} {{ 'Ensure you have Azure administrator access or an Azure administrator is able to grant permissions to the application. This is required to approve the application in {name}.' | t('formie', { name: displayName }) }}

{% set instructions %} ### Step 1. Connect to the {name} API 1. Go to Azure Active Directory Admin Center and login to your account. 1. Click on the **Azure Active Directory** in the left-hand sidebar, **App Registrations** then **New Registration**. - Under **Supported account types** select **Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)**. - In the **Redirect URI** field, enter the value from the **Redirect URI** field below. - Click the **Register** button. 1. Copy the **Application (client) ID** from {name} and paste in the **Client ID** field below. 1. Click on the **Certificates & Secrets** in the left-hand sidebar. 1. Click the **New client secret** button and provide a name and appropriate expiry. 1. Copy the **Value** from {name} for the resulting secret and paste in the **Client Secret** field below. 1. Click on the **API Permissions** in the left-hand sidebar. 1. Click the **Add a Permission** button. 1. Select **Microsoft Graph**, then the **Delegated permissions** option and select the following permissions: - `email` - `offline_access` - `openid` - `profile` 1. Click **Add Permissions**. 1. Navigate back to **All APIs** and select **Dynamics CRM** and select the following permissions: - `user_impersonation` 1. Click **Add Permissions**. 1. Navigate back to **API Permissions** and click the **Grant Admin Consent** button, and agree to the prompt. ### Step 2. Create an Application User 1. Go to Power Platform Admin Center and login to your account as a System Administrator. 1. Click **Environments** in the left-hand sidebar, and then select an environment from the list. 1. Copy the **Environment URL** from Power Platform and paste in the **Domain** field below. Be sure to include the `https://` (e.g. `https://ffcor.crm6.dynamics.com`). 1. Click the **Settings** button in the top navigation. 1. Click **Users + Permissions**, and then click **Application Users**. 1. Click the **+ New app user** button in the top navigation. 1. Click **+ Add an app** to choose the registered Azure AD application that was created for the selected user, and then click the **Add** button. 1. Select a business unit from the dropdown list for **Business Unit**. 1. Click **Security roles** and add the following: - `Basic User` 1. Click the **Save** button, then the **Create** button. ### Step 3. Test Connection 1. Save this integration. 1. Click on the **Connect** button in the right-hand sidebar. 1. You‘ll be redirected to {name}, where you must approve Formie to access your {name} account. ### Optional: {name} Web API version The {name} Web API provides [different versions of the Web API](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/web-api-versions). This is to both maintain compatibility or implement new breaking changes. There are no major differences between v9.0, v9.1 or v9.2 currently. This setting allows you to specify a specific API version if required. When setting a specific value, all {name} Web API requests will use this API version in the request URI. For compatibility, the default setting is v9.0. This has been the value used in the {name} CRM integration prior to this being customisable. {% endset %}
{{ instructions | t('formie', { name: displayName }) | md }}
{{ macros.proxyField(fieldVariables, 'textField', { readonly: true, label: 'Redirect URI' | t('formie'), instructions: 'Use this URI when setting up your {name} app.' | t('formie'), value: integration.getRedirectUri(), }) }} {% if not craft.app.config.general.allowAdminChanges %} {{ 'Integration settings can only be editable on an environment with `allowAdminChanges` enabled.' | t('formie') | md(inlineOnly=true) }} {% endif %} {{ macros.proxyField(fieldVariables, 'autosuggestField', { label: 'Client ID' | t('formie'), instructions: 'Enter your {name} {label} here.' | t('formie'), name: 'clientId', required: true, suggestEnvVars: true, value: integration.settings.clientId ?? '', warning: macros.configWarning('clientId', 'formie'), errors: integration.getErrors('clientId'), }) }} {{ macros.proxyField(fieldVariables, 'autosuggestField', { label: 'Client Secret' | t('formie'), instructions: 'Enter your {name} {label} here.' | t('formie'), name: 'clientSecret', required: true, suggestEnvVars: true, value: integration.settings.clientSecret ?? '', warning: macros.configWarning('clientSecret', 'formie'), errors: integration.getErrors('clientSecret'), }) }} {{ macros.proxyField(fieldVariables, 'autosuggestField', { label: 'Domain' | t('formie'), instructions: 'Enter your {name} {label} here. e.g. `{link}`' | t('formie', { link: 'https://ffcor.crm6.dynamics.com' }), name: 'apiDomain', required: true, suggestEnvVars: true, value: integration.settings.apiDomain ?? '', warning: macros.configWarning('apiDomain', 'formie'), errors: integration.getErrors('apiDomain'), }) }} {{ macros.proxyField(fieldVariables, 'autosuggestField', { label: 'Tenant' | t('formie'), instructions: 'Enter the {name} Tenant.' | t('formie', { name: integration.displayName() }) | md, name: 'tenant', suggestEnvVars: true, value: integration.settings.tenant ?? '', warning: macros.configWarning('tenant', 'formie'), errors: integration.getErrors('tenant'), }) }} {{ macros.proxyField(fieldVariables, 'selectField', { label: 'API version' | t('formie'), instructions: 'Set a specific web API version to use with {name} Web API requests.' | t('formie'), name: 'apiVersion', options: [ { label: '9.0', value: 'v9.0'}, { label: '9.1', value: 'v9.1'}, { label: '9.2', value: 'v9.2'} ], value: integration.settings.apiVersion ?? 'v9.0', warning: macros.configWarning('apiVersion', 'formie'), errors: integration.getErrors('apiVersion'), }) }} {% set impersonationInstructions %} ### Impersonation user settings By default all records created will appear as the authenticated user which the OAuth token was requested under (This differs from the application user). If you would like to modify this, you can use impersonation. This will apply to all Microsoft Dynamics 365 forms with the integration enabled. **Note:** Impersonation may require additional security permissions not covered in the setup instructions. If you want to selectively control the created by user per form, use the "Created By" field in the mapping instead. {% endset %}
{{ impersonationInstructions | t('formie') | md }}
{{ macros.proxyField(fieldVariables, 'lightswitchField', { label: 'Impersonate User' | t('formie'), instructions: 'Enable this setting to impersonate the user for created records to be set as.' | t('formie'), id: 'impersonateUser', name: 'impersonateUser', on: integration.settings.impersonateUser ?? false }) }} {{ macros.proxyField(fieldVariables, 'selectField', { label: 'Impersonation Header' | t('formie'), instructions: 'Set the value of the impersonate header to be used.' | t('formie'), name: 'impersonateHeader', options: [ { label: 'CallerObjectId', value: 'CallerObjectId' }, { label: 'MSCRMCallerID', value: 'MSCRMCallerID' } ], value: integration.settings.impersonateHeader ?? 'CallerObjectId', warning: macros.configWarning('impersonateHeader', 'formie'), errors: integration.getErrors('impersonateHeader') }) }} {{ macros.proxyField(fieldVariables, 'autosuggestField', { label: 'Impersonate User ID' | t('formie'), instructions: 'Enter the GUID of a valid systemuser to impersonate.' | t('formie'), name: 'impersonateUserId', suggestEnvVars: true, value: integration.settings.impersonateUserId ?? '', warning: macros.configWarning('impersonateUserId', 'formie'), errors: integration.getErrors('impersonateUserId') }) }}