Create your Project Operations app in Azure AD
Creating your app in Azure AD
Prerequisite:
Make sure you have set up an Azure AD tenant before proceeding. If you need to set up an Azure AD tenant, please refer to this Guide to Set up a tenant.
Part 1: Create a new app registration for Project Operations in Azure AD
- Sign in to the Azure Portal.
Please Note:
You must have an Azure account with permissions to manage applications in Azure Active Directory (Azure AD), such as one of the following Azure AD roles:
- Application administrator
- Application developer
- Cloud application administrator
- If you have access to multiple tenants, switch to the tenant in which you want to register the application (using the Directories + subscriptions filter on the top menu).
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Navigate to Azure Active Directory.
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Under Manage > Properties and take note of your Tenant ID.
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In the Overview page, click on + Add, select App registration.
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Enter a name for the application (e.g., Mosaic Project Operations Integration).
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Under Supported account types, select Accounts in this organizational directory only.
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Make sure to skip the Redirect URI (optional) section.
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Select Register.
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After the registration is complete, take note of the Application (client) ID in the Application Overview Page.
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Navigate to Manage > Authentication and turn on Allow public client flows
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Navigate to Manage > Certificates & secrets, and select New client secret. Enter a Description and Expiration policy and select Add. Take note of your Client Secret Value
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Provide the Tenant ID (from Step #4), Client ID (from Step #10) and Client Secret Value (from Step #12) to Mosaic.
Part 2: Grant the registered application Delegated permissions to the Dynamics CRM API
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Navigate to Manage > API permissions > Add a permission.
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Select Dynamics CRM.
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Click on Delegated permissions and select user_impersonation
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Updated over 1 year ago