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Microsoft Dynamics CRM (Archived)

(Feature request during installation) Configure Microsoft CRM Portals as service user in CRM

Posted on by Microsoft Employee

Hello,

I've configured Microsoft CRM portals to run as its own user on Dynamics CRM 365.

To realize this I had to follow the following steps:

1. Open Microsoft Azure Portal (under user which has access to CRM instance and is global admin on O365)

2. Lookup the correct Application Registration under Azure Active Directory (Look for Microsoft CRM Portals and check the audience uri's of the website to determine the correct one)

3. Copy of that specific instance of Portals the Application ID

4. Create an Application User in Dynamics CRM using the Application ID just copied.

5. Add administrator privileges (till you can  bring the security role down to a minimized role)

6. In the Azure Portal go to required permissions of the application

7. Add permissions to CRM Online (and give permission to allow application to run as organization user)

8. Grant the permissions

From this moment on the portal will run under the new configured user instead of SYSTEM.

My request is:

- Can the Dynamics Portal deployment be extended to include the user to run the portal as, by automatically provisioning of an  application user in CRM and automatically grant privileges in as well CRM as well the Azure Portal (application registration)

*This post is locked for comments

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: (Feature request during installation) Configure Microsoft CRM Portals as service user in CRM

    Hi,

    Please use below link to post this as an idea:

    experience.dynamics.com/ideas

    Hope this helps.

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