🧭 Introduction
This article walks you through the steps required to enable OAuth registration for Microsoft Dynamics using Azure Active Directory. By following these steps, you will allow AskNicely to securely authenticate and connect with your Microsoft Dynamics environment.
🛠️ Step-by-Step Instructions
There are 12 total steps—some to be completed in your tenant’s Azure Active Directory, and one final step in AskNicely.
1. Open Azure Active Directory
Go to your tenant's Azure Active Directory at:
🔗 https://portal.azure.com/
Then click App Registrations in the left-hand menu.
2. Create a New Registration
Click New Registration at the top of the App Registrations page.
3. Fill Out the App Details
Enter the required fields for your new app.
For the Redirect URL, enter:
4. Open Your New App
Return to App Registrations, then click the entry for your newly registered app.
5. Record the Application (Client) ID
On the app’s overview page, copy the Application (client) ID from the top of the page. You’ll need this in AskNicely later.
6. Add API Permissions
Click API Permissions in the left-hand menu, and add a permission for Dynamics CRM.
7. Add a Dynamics CRM Permission
Follow the prompt to specifically add a permission for Dynamics CRM to authorize the app.
8. Expose an API
Click Expose an API in the left-hand menu.
9. Set the Application ID URI
Beside Application ID URI, click Set.
A URI will be automatically generated. You may change it, though it's not required.
🧠 This URI will be entered later as the Application ID URI in AskNicely.
10. Generate a Client Secret
Navigate to Certificates & Secrets, then:
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Click New client secret
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Once saved, copy the resulting Client Secret immediately — it will only be visible once.
⚠️ If you leave or reload the page, the secret will be hidden permanently for security.
11. Gather Final Values
You should now have all required pieces of information:
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Application (Client) ID – From the App overview
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Application ID URI – From the Expose an API page
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Client Secret – From Certificates & Secrets
12. Complete OAuth Configuration in AskNicely
Use the values collected above to complete the Microsoft Dynamics OAuth setup in your AskNicely integration settings.
🙋 Need Help?
If you run into any issues during setup, please reach out to our Support Team at support@asknice.ly. We’re happy to assist!