How to Connect Alive5 With MS Dynamics CRM Via Dataverse User

Azure Application Registration:

1. Log in to https://portal.azure.com
2. Search for Microsoft Entra ID in the search bar and select it from the list

3. To create the application, got to App registrations and click +New registration

4. In Register an application form, provide application name select your required Supported account types and then click on Register button at the bottom to register your app.

Set Microsoft Dynamics CRM API Permissions and Create a Client Secret:

1. In order to set up API Permissions and create client secret, select API permissions from the menu, then click +Add a permission. It will display a list of Microsoft APIs. Choose Dynamics CRM.

2. Check the user_impersonation checkbox and then click on Add permissions.

3. Then create the client secret for the application by clicking on Certificates & secrets from the left menu and then click on New client secret

4. Add a Description and select a timeframe for the client secret to expire, then click on Add to create the client secret.
5. After successfully adding the client secret, it will be displayed in the Client secrets list.

Create an Application User and Assign Roles

1. Login to https://admin.powerplatform.microsoft.com
2. Select “Environments”, then select an environment from the list.
3. Click “Settings”
4. Select “Users + permissions”, and then select “Application users”
5. Select “+New app user” to open the Create a new app user page.
6. Select “+Add an app” to choose the registered Azure AD application that was created for the selected user, and then select “Add”.
7. Select a “Business unit”
8. Edit “Security roles” to choose a role for the chosen business unit to add to the new application user.
9. Select “Save”, then “Create”

Connect Microsoft Dynamics to Alive5

1. Log in to the Alive5 web application https://app.alive5.com.
2. Go to the “Integrations” section on the bottom right.
3. Select the “Dynamics” Tab
4. Click “Connect MS Dynamics Account”
5. For “Version”, select the dropdown for “365 Cloud (Dataverse Application User)”
6. Enter in the required fields:
1. Application URL: The URL of the Microsoft Dynamics Instance (Ex: https://alive5.crm.dynamics.com)
2. App Id: The Application (client) ID of the Azure Connected App (Microsoft Azure > App registrations)
3. Client Secret: The Secret ID of the Application (Alive5 Application > Certificates & secrets > Client secrets)
4. Tenant Id: The Azure Active Directory Tenant ID (Microsoft Azure > Properties
7. Click “Connect”

Once connected, the Alive5 settings will be shown to be configured.