Dynamics: API Set-Up Guide

This is a guide overviewing the setup process for a Dynamics API.

Step 1: Create an App Registration in Microsoft Entra ID

Instructions

1. Sign in to the Azure portal: Microsoft Entra ID (formerly Azure Active Directory).

2. Go to App registrations → New registration.

Registration Details

Enter the following when registering your application:

After Registration

Click Register. After registration, you will see:

• Application (client) ID → this is your Client ID

• Directory (tenant) ID → this is your Tenant ID

Step 2: Create a Client Secret

Instructions

1. In the same App Registration, go to Certificates & secrets.

2. Under Client secrets, click New client secret.

Client Secret Details

Click Add to create the secret.

Step 3: Configure API Permissions

1. In the App Registration, go to API permissions → Add a permission.

2. Add:

   1.  APIs my organization uses → search for Dynamics Data

   2.  Add Application permission:

   3.  user_impersonation (this is the common delegated-style permission shown; actual access is controlled in Dataverse via Application User + Security Role — see next step)

Step 4: Create an Application User in Dynamics 365 / Dataverse

Dataverse environments require you to explicitly add the app as an Application User and assign a Security Role.

• Open Power Platform Admin Center for your environment.

• Go to Users (or Settings → Users + permissions).

• Create a Security Role to be assigned to the new user. This can be skipped if you have predefined roles set up. This role must give access to the necessary tables.

• Add an Application User tied to the App Registration you created.

• Assign the Role to the newly created Application User.

Step 5: Share the Required Details With Kantiv

Please send the following to the Kantiv team:

You can always find more information on Security and Integrations on our Support Center. Please send any questions or feedback to Integrations@Kantiv.com.