{% import '_includes/forms' as forms %} {% import 'verbb-base/_macros' as macros %} {% set displayName = integration.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 %}