Obtaining a Microsoft Dynamics CRM connector application ID in Jitterbit Design Studio

Overview

These are the instructions on obtaining the application ID for a Microsoft Dynamics CRM instance, required for creating a Microsoft Dynamics CRM connection.

Obtaining the application ID

Follow these steps to obtain the application ID for a Microsoft Dynamics CRM instance:

From the Microsoft Dynamics CRM instance landing page, click the Dynamics 365 — custom card:
Click the App Launcher icon in the upper left corner:
From the app launcher, click Admin.
In the menu under Admin centers click Azure Active Directory:
In the Microsoft Azure dashboard menu, click Microsoft Entra ID:
An additional menu will display. From the Manage section of the menu click App registrations:
On the App registrations page, click New registration:
On the Register an application screen, specify the initial details of the application:
- Enter a Name. For example, ConnectCRM.
- Under Supported account types, select the appropriate option for your situation.
After clicking Register, click Manifest under the Manage category on the left. Ensure that allowPublicClient is set to true and click Save:
Click API permissions under the Manage category on the left. Under Configured permissions click Add a permission:
On the Request API permissions screen, select Dynamics CRM:
The Permission section is displayed. Within it, select the user_impersonation permission and then click Add permissions.
You are returned to the API permissions screen for the application. Under Configured permissions, click Grant admin consent for <Directory>:
Acknowledge the dialog to grant consent for the directory:
Under Configured permissions the Status column will show that consent has been granted for each added permission:
On the Overview screen, the Application (client) ID is displayed. Retain this for later use, as it will be required when configuring a Microsoft Dynamics CRM connection: