Dynamics 365

Documentation Index

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Microsoft Dynamics 365 is an enterprise suite of CRM and ERP applications for sales, customer service, finance, and operations. With BonData, you can connect to your Dynamics 365 environment to read, enrich, and sync your business data within Agent workflows. 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)