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OAuth 2.0 for Microsoft Dynamics 365 Sales

Configure the Trifacta Application to integrate with your Microsoft Dynamics 365 Sales (Deprecated) deployment using OAuth 2.0 to authenticate.

Prerequisites

  • OAuth 2.0 authentication must be enabled in theAlteryx Analytics Cloud. For more information, seeEnable OAuth 2.0 Authentication.

  • OAuth 2.0 for Microsoft Dynamics 365 Sales (Deprecated) is supported for Microsoft Azure.

    Tip

    OAuth 2.0 for Microsoft Dynamics 365 Sales (Deprecated) may work for other tenant-based identity providers. You can use this solution as a template for creating the required objects in your identity provider's console and the Trifacta Application.

Create OAuth 2.0 Client App in Azure

In the Azure console, you must create the client app.

Steps:

  1. Login to Azure: https://portal.azure.com/#home

  2. Select Azure Active Directory > App Registrations > New registration.

  3. Specify the following fields:

    Field

    Description

    Name

    The name of the app.

    Supported Account Types

    Select either:

    • Single tenant

    • Multi tenant

    Redirect URI

    For the platform, select Web.

    Specify the URL in the following format, depending your project or workspace login:

    https://cloud.trifacta.com/oauth2/callback

  4. To create the new registration, click Register.

  5. Overview tab:

    Note

    Copy the value for the Application (client) Id. This value must be applied in the Trifacta Application.

  6. Branding tab: (optional) Specify the following fields:

    Field

    Description

    Name

    The name of the app should match the value you specified previously.

    Logo

    Upload a preferred logo for the app.

    Homepage URL

    Set this value to the following:

    https://trifacta.com

    Terms of Service URL

    Set this value to the following:

    https://www.trifacta.com/terms-conditions/

    Privacy Policy

    Set this value to the following:

    https://www.trifacta.com/privacy-policy/

    Publisher Domain

    Set this value to the following:

    trifacta.com

    MPN ID

    If you are a Microsoft Partner, you can specify your MPN ID.

  7. Certificates & Secrets tab: To create a new client secret:

    1. Select New client secret.

    2. Set the Expires option to Never.

    3. Select Add.

      Note

      Copy the Value field. This value is the client secret and must be applied in the Trifacta Application.

  8. API Permissions tab: Grant the following permissions.

    API

    Permissions name

    Type

    Admin consent request

    Dynamics CRM

    user_impersonation

    Delegated

    No

    Microsoft Graph

    User Read

    Delegated

    No

  9. Save your changes.

Create OAuth 2.0 Client for Microsoft Dynamics 365 Sales (Deprecated)

After the Microsoft Dynamics 365 Sales (Deprecated) client app is created, you must create an OAuth 2.0 client in the Trifacta Application, which is used to integrate with the OAuth 2.0 Client app that you created in Azure.

Steps:

  1. Login to the Trifacta Application as a workspace administrator.

  2. In the lefthand menu, select User menu > Admin console > OAuth 2.0 Clients.

  3. In the OAuth 2.0 Clients page, click Register OAuth 2.0.0 Client.

  4. Specify the fields for the new client:

    Field

    Description

    Type

    dynamics365_sales

    Name

    Enter a name for the client.

    Client ID

    Paste the value of the Application (client) Id that was generated when you created the client app in Azure.

    Client Secret

    Paste the value of the client secret that was generated when you created the client app in Azure.

    Authorization URL

    Single tenant:

    https://login.microsoftonline.com/<tenant_identifier>/oauth2/v2.0/authorize

    Multi-tenant:

    https://login.microsoftonline.com/common/oauth2/v2.0/authorize

    Token URL

    Single tenant:

    https://login.microsoftonline.com/<tenant_identifier>/oauth2/v2.0/token

    Multi-tenant:

    https://login.microsoftonline.com/common/oauth2/v2.0/token

    Scopes

    Set the scopes to the following values:

    Note

    Individual scopes must be separated by a space.

    https://<your_dynamics365_sales_organization>.crm.dynamics.com/user_impersonation offline_access

    Access Token Expires In

    Set this value to the following: 3600000.

    Refresh Token Expires In

    Set this value to the following: 7776000000.

  5. To save your OAuth 2.0 client, click Save.

For more information, see Create OAuth2 Client.

Create Microsoft Dynamics 365 Sales (Deprecated) Connection

After you have created the two OAuth 2.0 client references, you can create a connection to your Microsoft Dynamics 365 Sales (Deprecated) data.

Note

You must create a separate connection for each OAuth 2.0 client that is available in the Trifacta Application.

For more information, see Microsoft Dynamics 365 Sales Connections.

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