Dynamics 365

BonData supports two authentication methods for Dynamics 365.

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OAuth Authentication

Follow these steps to configure OAuth authentication for BonData.

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Step 1: Register an App in Azure AD

1. Go to Azure Portal
2. Navigate to Azure Active Directory → App registrations
3. Click New registration
4. Configure:
   • Name: BonData Integration
   • Supported account types: Accounts in any organizational directory
   • Redirect URI: Web - https://app.bondata.ai/auth/oauth2/callback
5. Click Register

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Step 2: Configure API Permissions

1. Go to API permissions → Add a permission
2. Select Dynamics CRM
3. Choose Delegated permissions and select user_impersonation
4. Click Add permissions
5. Click Grant admin consent (requires admin)

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Step 3: Create Client Secret

1. Go to Certificates & secrets → Client secrets
2. Click New client secret
3. Add a description and select expiration
4. Copy the secret value immediately - it won’t be shown again

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Step 4: Note Your Credentials

• Client ID: Found on the Overview page (Application ID)
• Client Secret: The value you just copied

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Step 5: Get Your Dynamics URL

Your Dynamics 365 URL is in the format:

• https://yourorg.crm.dynamics.com

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Step 6: Enter Credentials

Enter your Dynamics URL in BonData, then click Connect to authorize via OAuth.

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Required Fields (OAuth)

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Application User

Follow these steps to create an application user for BonData.

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Step 1: Register an App in Azure AD

1. Go to Azure Portal
2. Navigate to Azure Active Directory → App registrations
3. Click New registration
4. Enter a name (e.g., BonData Integration)
5. Select Accounts in this organizational directory only
6. Click Register

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Step 2: Get App Credentials

1. Note the Application (client) ID - this is your Client ID
2. Note the Directory (tenant) ID - this is your Tenant ID
3. Go to Certificates & secrets → Client secrets
4. Click New client secret
5. Add a description and select expiration
6. Copy the secret value immediately - it won’t be shown again

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Step 3: Create Application User in Dynamics

1. Go to Power Platform Admin Center
2. Select your environment → Settings → Users + permissions → Application users
3. Click New app user
4. Add the app you registered
5. Assign appropriate security roles

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Step 4: Get Your Dynamics URL

Your Dynamics 365 URL is in the format:

• https://yourorg.crm.dynamics.com (North America)
• https://yourorg.crm4.dynamics.com (EMEA)

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Step 5: Enter Credentials

Enter your Tenant ID, Client ID, Client Secret, and Dynamics URL in BonData.

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Required Fields (Application User)