Dynamics 365 Integration For WordPress | Dynamics CRM Object Synchronization

Follow the steps below to configure the Manual App Connection.

• Log in to Azure AD Portal, https://portal.azure.com/ as an Administrator.
• You will be represented with the home screen of Azure Active Directory.
• Under the Azure Services section, select Microsoft Entra ID.

• In the left tab, under the Manage section, select App registrations tab.

• Click on the New Registration option.

• Assign the Display Name in the name field and choose the account type.
• In the Redirect URI field, provide the URL of your WordPress site and click on Register button.

• After the registration of an application, Azure AD assigns a unique application ID to your application.
• Navigate to the Overview tab, in the left pane.
• Copy the Application ID and the Directory ID, this will be your Client ID and Tenant ID.

• From the left navigation pane, navigate to the Certificates & secrets tab.
• Click on New client secret. Enter the description and expiration time and click on the ADD option.

• Copy the value of Secret Key. This will be your Client Secret Key.

• Go to API Permissions from the left navigation pane and click on Add a permission option.

• Select Dynamics CRM from the list.

• Under Permissions, select user_impersonation permission and click on the Add Permissions button.

• Click on Grant admin consent for <tenant_name> button and then click on Yes from Grant admin consent confirmation window.

Power Platform Admin Center Configurations for Dynamics CRM Environment:

• Log in to Power Platform Admin Portal, https://admin.powerplatform.microsoft.com/ as an Administrator.
• Navigate to Environments menu from the left navigation panel, and select your respective Dynamics 365 Sales environment. Click on ellipsis icon and click on settings from the dropdown.

• Under Users + permissions option, click on Application users from the list.

• Click on New app user button from the top navbar.

• Click on Add an app and search for your previously created Azure AD application. Select the application and click on Add button.

• Select the respective Business unit from the dropdown. For example your Dynamics 365 Online URL is https://orgxxxxxxxx.crm8.dynamics.com/ then your Business Unit is orgxxxxxxxx

• Click on edit icon for Security roles.
• Select System Administrator role and click Save button.

• Click on Create button.

Configure Integrate Dynamics 365 CRM Plugin:

• To configure the plugin you would require the information given below:

Application ID	Paste the Application ID from Azure AD App.
Client Secret	Paste the Client Secret from the Azure AD App.
Tenant ID	Paste the Directory ID from Azure AD App.
Dynamics 365 Online URL	Paste the Dynamics 365 Online URL from the URL https://orgxxxxxxxx.crm8.dynamics.com/

• First log in to your Dynamic 365 Admin portal. If you don't have a dynamics 365 account, you can always sign up for a free trial of Dynamics 365.
• Copy the domain from your Dynamic 365 site, which would be required while configuring the plugin.

• Navigate to the miniOrange Integrate Dynamics 365 CRM Plugin.
• Now configure the Dynamics 365 online URL that you copied previously and click on Save button, For example - https://orgxxxxxxxx.crm8.dynamics.com/

• Select an application type, Manual App Connection and click on Save button.

• Paste previously copied the Application ID, Client Secret and Tenant ID in the Setup Connection section in the respective input fields.

• Click On Test Connection button.