Integrate Teams with Dynamics 365 for Custom Entities
In this blog, we will see how to integrate Microsoft Teams with Dynamics 365 for custom entities using Postman. Step 1- Go to portal.azure.com and select Azure Active Directory Step 2- On App Registration, click on new registration Step 3- Register an application and follow the steps Name Select Multitenant Enter the required URL Click on register Step 4- Add API permissions and add a permission. The request API permission window will appear where you need to select Dynamics 365. Step 5- The permission window appears and select Dynamics 365. Step 6- As you select Dynamics CRM you will be presented the permission window. Select “Delegated permission” and Check the User Impersonation then click Add Permission button. Step 7- After permissions assigned, Grant admin consent confirmation: Click on yes. Step 8- Go to Manifest and change “allowPublicClient”: true Step 9- Go to Overview, save client ID Below table will help out to fill in the values in Postman: Variable Name URL url Dynamics URL Version 9.0 Webapiurl {{url}}/api/data/v{{version}}/ Clientid Client ID (Showed in above screenshot) callbackurl http://localhost authurl https://login.microsoftonline.com/common/oauth2/authorize?resource={{URL}} Step 10- Go to Postman, create a new environment and enter all the details in the table: Step 11- Now connect to the environment from top right most corner Step 12- Then create a new request Step 13- Include the following in body: Put status as: Enable: true and Logical Entity Name: Schema name of the entity. Step 14- Go to Authorization tab. From the Dropdown Select OAuth 2.0. Now we will provide the variable values to generate token. Give a name of token Choose Grant Type Implicit and provide corresponding variables for Callback URL, Authorization URL and Client ID. Then click Get new Access Token. Step 15- Now click on Get New Access Token Step 16 – It will prompt you to login Dynamics 365 after you provide your authentication the token will generate. Step 17- Now click on Use Token Step 18- Click on Send button Step 19- Now, collaborate button will be visible in ribbon for required custom entity Hope this helps!!
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Integration of Teams with Dynamics 365 for Custom Entities using Postman
In this blog we will see how to integrate teams with Dynamics 365 for custom entities using Postman. Solution Step 1- Go to portal.azure.com and select Azure Active Directory. Step 2- On App Registration, click on new registration Step 3-Register an application and follow the steps: Name, Select Multitenant, Enter the required url. Then, click on register. Step 4- Add API permissions and add a permission. The request API permission window will appear where you need to select Dynamics 365. Step 5-The permission window appears and select Dynamics 365 Step 6- As you select Dynamics CRM you will be presented the permission window. Select “Delegated permission” and check the User Impersonation then click Add Permission button. Step 7- After permissions assigned, Grant admin consent confirmation: Click on yes. Step 8- Go to Manifest and change “allowPublicClient”: true Step 9- Go to Overview, save client ID Variable Name URL url https://Dynamicsurl.dynamics.com/ Version 9.0 Webapiurl {{url}}/api/data/v{{version}}/ Client ID Client ID from overview callbackurl http://localhost authurl https://login.microsoftonline.com/common/oauth2/authorize?resource={{url}} Step 10- Go to Postman, create a new environment and enter all the details in the table Step 11- Now connect to the environment from top right most corner. Step 12- Then create a new request Step 13-Include the following in body: Put status as Enable: true Logical Entity Name: Schema name of the entity. Step 14- Go to Authorization From the Dropdown Select OAuth 2.0.Now we will provide the variable values to generate token. Give a name of token Choose Grant Type Implicit and provide corresponding variables for Callback URL, Auth URL and Client ID. Then click Get new Access Token. Now click on Get New Access Token Step 15- Now click on Get New Access Token Step 16- It will prompt you to login Dynamics 365 after you provide your authentication the token will generate. Step 17- Now, click on use token. Step 18- Click on send button Step 19- Now, collaborate button will be visible in ribbon for required entity. Hope this helps!!
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Integrating Microsoft Teams with Dynamics 365
In this blog we will see how to integrate Microsoft Teams with Dynamics 365 Solution Step 1- To enable Microsoft Teams in D365, Go to Settings –> Administration –> System Settings –> General Tab and flip the below highlighted options to Yes. Step 2- Once done, we’ll be able to see Collaborate button on the ribbon Step 3- Open a record and click on Collaborate Step 4- On Collaborate with Microsoft Teams window, you will see one of the following: If there’s no channel: You can connect the current record or view to any team channel by selecting, Get started. If there is channel that’s already connected: Select a channel from the list and then select, Start collaboration. This will open Microsoft Teams and navigate to the channel that you selected. Or, connect the current record or view to a new team channel by selecting, Create a new connection. Then click on start collaboration. Step 5- Add Dynamics 365 from + button