Steps to Configure Azure AD and Dataverse Integration

  • Create an App Registration in Azure Active Directory
  • Log in to the Azure portal.
  • Navigate to Azure Active Directory.
  • Select App registrations and click on New registration.

             

  • Fill in the necessary details and register the app.
  • Once the app is created, note down the Application (client) ID, Directory (tenant) ID, and other relevant details.
  • Set Credentials
  • In the newly created app registration, navigate to Certificates & secrets.
  • Create a new client secret and note it down as it will not be visible again.

 

             

 

  • After adding Client secretvalue we need to add authentications and need to click check box as shown below screenshots and click on save.

 

  • Now click on API permissions to add Dynamincs CRM to get access user permissions from the Azure AD.

  • After adding dynamics CRM  to get admin access we need to click grant admin consent from Azure.
  • Update the App Manifest
  • Navigate to App registrations and select your app.
  • Under Manage, select Manifest.
  • Modify the JSON configuration as follows:
  • Update the IsFallbackPublicClient setting:
  • "IsFallbackPublicClient": true
  • (By default, this value is set to false. Change it to true.)

         

  • Under Implicit grant settings, enable the following:
  • "EnableAccessTokenIssuance": true,
  • "EnableIdTokenIssuance": true
  • (Both settings are false by default. Update them to true.)

       

  • Ensure you also have the Dataverse URL ready for integration.

 

Setting Up Microsoft Dataverse Using Power Apps Admin Platform

Prerequisites

  • Before proceeding, ensure that all necessary configurations have been completed in Azure Active Directory.

Steps to Set Up Dataverse

  • Create a Microsoft Dataverse Environment

  • Creating a Microsoft Dataverse environment involves setting up a Power Platform environment, enabling Dataverse, and configuring it according to your organization's requirements.

Steps:

  • Access the Power Platform Admin Center:
  • Navigate to Environments:
  • In the left-hand menu, click on Environments.

   

  • Create a New Environment:
  • Click on + New to create a new environment.
  • Fill out the required details:
      • Name: Provide a unique name for the environment.
      • Region: Select the geographical region for the environment.
      • Type:
        • Choose Sandbox for development/testing purposes.


 

Enable Dataverse:

  • During the environment creation process, toggle on the option to Add to Dataverse a datastore.

 

  • Optionally, specify a Security Group to restrict access to the environment.
  • Save the Environment:
  • Click Save to finalize the environment creation.

Add Security Roles

  • To allow users to access the environment and read data from Dataverse tables, you need to assign appropriate roles.

Steps:

  • Go to Environments and click on the environment name.
  • Click on Settings at the top.
  • Navigate to User + Permissions and select Application Users.
  • Find the resources created from Microsoft Azure (App registration name).
  • Assign the required roles to users.


Customize or Read Data from Dataverse

  • Use the Power Apps Maker Portal to work with Dataverse data:
  • Access the Maker Portal:
  • View Sample Data:
  • Click on Tables to see the sample data available in Dataverse.
  • Select a table to view its data.

  • Read Table Data:
  • Click on the table name.
  • Copy the Set Name to read data from the table.

. By following these steps, you can successfully set up and manage Microsoft Dataverse for your organization, ensuring secure access and data customization