In this article

Overview

Snaps in this Snap Pack use the Azure portal for OAuth2 account to access Dynamics 365 for Sales. For the OAuth2 account to authorize successfully, create, and configure an application corresponding to the account as shown in the workflow.

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Prerequisites

An Azure account with a free subscription to create the application.

Key Steps in the Workflow

Create an Application in the Azure Portal

1. Log in to the Microsoft Azure Portal.

2. Navigate to Azure services > Microsoft Entra ID.

3. Navigate to Add > App registration.

4. On the Register an application page, specify the name for registering the application and click Register. Learn more about creating an application at Quickstart: Register an app in the Microsoft identity platform - Microsoft Entra.

Define Permissions

1. On the left navigation panel, navigate to Manage, select API permissions > Add a permission.
   
   

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2. On the Request API permissions window, select Microsoft Graph > Application permissions for the OAuth2 Application Account.
   
   

    

3. Select the permissions from Files, Users, and Teams. Choose the minimum API permissions listed under Scopes and Permissions Required for Dynamics 365 for Sales.
   
   

4. Click Add Permissions. View all the permissions added under Configured permissions.
   
   

    

    

5. Click Grant admin consent confirmation and select Yes.
   
   

6. Click Overview and select Add a Redirect URI. You will be redirected to the Platform Configurations page. 
   
   

   1. Under Platform configurations, click Add a platform.

   2. Select Web and specify either of the following Redirect URIs based on the region your server is located:
      https://elastic.snaplogic.com/api/1/rest/admin/oauth2callback/rest
https://emea.snaplogic.com/api/1/rest/admin/oauth2callback/rest

   3. Click Configure. A popup message displays indicating that the application is successfully updated.

7. On the Platform configurations page, click Save. The Redirect URIs are added the the application.
   
   

    

Locate the Application Credentials in the Azure Portal

To authorize your account in SnapLogic, you must have the following application credentials:

• Application (Client) ID

• Directory (Tenant) ID

• Client secret value

1. On the application page, under Essentials, note the Application (client) ID and Directory (tenant) ID needed for the Snap account.
   
   

2. In the left navigation panel, select Manage > Certificates & secrets.

3. On the Certificates & secrets page, click + New client secret.

4. In the Add a client secret window, enter the Description, select an option for Expires from the dropdown list, and click Add. 

   The Client secret value and ID are generated. This value and the ID are required to configure the OAuth2 account.
   
   

Scopes and Permissions Required for Dynamics 365 for Sales

Specify the Credentials And Validate the Snap account

1. Navigate to the Snap of your choice and configure the OAuth2 account with the details from the Azure portal's registered application. Refer to Dynamics Directory OAuth2 account

2. Select the Auto-refresh token checkbox in the account settings and click Apply.

3. Click Authorize. The Access and Refresh tokens are generated. You will be redirected to the sign-in page of the Azure Portal.

4. Sign in to Azure Portal with valid credentials to redirect to the Snap Edit account settings dialog. The Access and Refresh tokens are autopopulated but encrypted in the Account settings.

5. Validate the Snap Account.

Troubleshooting

Frequently Asked Questions