To setup your Microsoft Dynamics CRM app in Cobalt for OAuth, you will need the following credentials from your Microsoft Azure account:
  • Client ID
  • Client Secret
  • Scopes

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Pre-requisites

  1. Microsoft Azure Account. You can create one here.
If you haven’t already created an app in Microsoft Azure, you’d need to create one.

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Creating an app in Microsoft Azure

To create a Microsoft Dynamics CRM app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your Microsoft Azure account.
  2. Search for Microsoft Entra ID and select it from Services in the top search bar.
Navigation for App setup
  1. Navigate to Overview in the side menu > Click on +Add > Select App Registration.
  2. Enter the App Name for your application and select Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant) under Supported Account Types.
  3. Go to your Apps catalog in Cobalt > Search for Ms Dynamics CRM > Settings > Use your credentials > Callback Url > Copy it.
  4. Under the Redirect URI section, select Platform as Web, paste the Callback Url as the URL and click Register.
App Registration
If you already have an app created, then follows these steps to add Redirect URL:Select your Application > Select Authentication in side menu > Under Platform configurations, press the Add a platform button > Select Web > Paste the Callback Url > Click on Configure > Click Save button at the bottom.
  1. Navigate to Manage > API permissions in the side menu > Click on + Add a permission.
  2. Choose the Dynamics CRM card under Microsoft APIs > Choose Application permissions > Select the scopes that you require > click on the Add Permissions button.
Setting up Microsoft Dynamics CRM Developer app
  1. Navigate to Certificates and Secrets in the side menu and under Client Secrets tab, press the + New client secret button. Give a Description, select the best expiry for your application and click Add to create your credentials.
  2. Copy the displayed Client Secret under the Value column.
Getting Client Secret
  1. Navigate to Overview in the side menu > Essentials tab > Copy the Client ID under Application (client) ID.
Getting Client ID

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Microsoft Dynamics CRM actions and triggers. Following are the set of Microsoft Dynamics CRM actions and triggers supported by Cobalt.
  1. Get Leads - Get all leads in Microsoft Dynamics CRM.
  2. Create Lead - Create Lead in Microsoft Dynamics CRM.
  3. Update Lead - Update Lead in Microsoft Dynamics CRM.
  4. Delete Lead - Delete Lead in Microsoft Dynamics CRM.
  1. Get Contacts - Get all contacts in Microsoft Dynamics CRM.
  2. Create Contact - Create Contact in Microsoft Dynamics CRM.
  3. Update Contact - Update Contact in Microsoft Dynamics CRM.
  4. Delete Contact - Delete Contact in Microsoft Dynamics CRM.
  1. Get Opportunities - Get all opportunities in Microsoft Dynamics CRM.
  2. Create Opportunity - Create Opportunity in Microsoft Dynamics CRM.
  3. Update Opportunity - Update Opportunity in Microsoft Dynamics CRM.
  4. Delete Opportunity - Delete Opportunity in Microsoft Dynamics CRM.
  1. Get Accounts - Get all accounts in Microsoft Dynamics CRM.
  2. Create Account - Create Account in Microsoft Dynamics CRM.
  3. Update Account - Update Account in Microsoft Dynamics CRM.
  4. Delete Account - Delete Account in Microsoft Dynamics CRM.
  1. HTTP Request - Make HTTP API calls to any Microsoft Dynamics CRM documented REST APIs.