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10We have few Dynamics 365 customers who are using sales module to manage their accounting details.
They want to send invoices to their customers in XML format required by their customers. (We are helping them as a service provider to get data from Dynamics 365 account and create XML files and sent to their customers.) They have similarly many requests.
So as a developer I want to develop a module to connect their dynamics 365 account easily. Once we have developed these 3 ledged authentication mechanisms 1 time, we can connect different dynamics 365 accounts (After they give permission) and access their data through API.
I am stuck in the authentication mechanism infrastructure. Today I have found a way to connect 1 dynamics 365 account and accessing data. But it was time consuming manually process.
Here is the process.
Create an account on Microsoft Azure Active Directory (AAD), by doing the app registrations get the application id and secret key. Then create a user in Azure.
Now switch to Dynamics 365 ->Settings ->Security -> Users ->Add new Application user (same user generated in azure) by providing application Id generated above. Use application Id and secret key to get token and based on token we can access API.
Ref Link (complete steps): https://www.youtube.com/watch?v=Td7Bk3IXJ9s
We are looking for simple way to access API.
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