Guide: Setting Up the Dynamics 365 Connector

Overview

Connecting Demiton to your Microsoft Dynamics 365 / Dataverse environment is the key to creating a single, synchronized source of truth. The process involves creating a secure identity for the Demiton Sync Service within your own Microsoft tenant and granting it the specific permissions it needs to read data.

By the end of this guide, you will have the three credentials required to configure the integration within Demiton:

1. Directory (Tenant) ID
2. Application (Client) ID
3. Client Secret

Part 1: Azure App Registration

First, we will register a new application in Microsoft Entra ID (formerly Azure Active Directory). This must be done by a user with sufficient permissions in your Azure Portal.

Step 1: Create a New App Registration

1. Navigate to the Microsoft Entra ID service in the Azure Portal.
2. In the left navigation, select App registrations and click + New registration.
3. Fill in the form:
   • Name: Demiton GRC Sync Service
   • Supported account types: Leave the default (Accounts in this organizational directory only).
   • Redirect URI: Leave this blank.
4. Click Register.

Step 2: Copy Your IDs

On the app's overview page, copy the Application (client) ID and the Directory (tenant) ID. Save these securely.

Step 3: Create a Client Secret (The "Password")

1. In the left navigation for your app registration, go to Certificates & secrets.
2. Click + New client secret, give it a description (e.g., DemitonKey1), and set an expiry date.
3. CRITICAL: The Value of the new secret will only be shown once. Copy it immediately and save it securely with your other credentials. This is your client_secret.

Part 2: Power Platform Configuration

Now we will create an "Application User" in your Dataverse environment and give it the permissions defined by the Azure app. This must be done by a Power Platform administrator.

Step 4: Create an Application User

1. Navigate to the Power Platform admin center.
2. Go to Environments, select the correct environment, and click Settings.
3. Under Users + permissions, select Application users.
4. Click + New app user. In the panel that appears, click + Add an app.
5. Search for the Demiton GRC Sync Service app you created, select it, and click Add.
6. Select the correct Business Unit for the user.
7. Click the pencil icon next to Security Roles, assign the System Administrator role for initial setup, and click Save.
8. Click Create.

Part 3: Configure and Test in Demiton

You now have all three pieces of information. The final step is to enter them into Demiton.

1. In Demiton, navigate to Workspace HQ -> Intelligence Links.
2. Click Manage D365 Link.
3. Paste your Tenant ID, Client ID, and Client Secret into the corresponding fields.
4. Enter the Environment URL for your Dynamics 365 instance (e.g., https://yourorg.crm6.dynamics.com/).
5. Click the Test Connection button.

If you see a "Connection test was successful!" message, your setup is complete. You can now enable the Intelligence Link and proceed to map your entities.