Dynamics CRM with Application Permissions (backgroud daemon)

(0) Share

Report

Posted on by Roman Tyshyk

Hello,

I have to create integration between my app and Dynamics 365 Sales module.

It should work with Accounts and Tasks objects. The app must work in the background (without delegated user permissions).

When I want to create new API permissions for Dynamics CRM or Dataverse (as I understand Dynamics 365 built on top of Dataverse), Application Permissions are disabled. Any ideas? Should I use another API permission here?

How to manage Account and Task on background with user permissions?

I appreciate any help you can provide.

I have the same question (0)

All responses (5)

Answers (1)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (0)

Report

Hello,

I believe this is what you're looking for - powermaverick.dev/.../

Was this reply helpful? Yes No
Verified answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

Hi,

You will need to select Delegate permission on this page, then create an Application user in CRM dynamics and assign role

www.crmcrate.com/.../

Was this reply helpful? Yes No
Viktorparada 120 on at

Like (0)

Report

Hi Roman Tyshyk , I totally support the a33ik suggestion, but before deep diving into that solution, which kind of management you need to perform on the Accounts and Tasks tables? Did you already consider the possibility of implementing a Plugin that runs on the User Context?

Was this reply helpful? Yes No
Roman Tyshyk 5 on at

Like (0)

Report

Hi Victor,

Regarding your question.

We already have integration with HubSpot, and it should work the same way, without user interaction. Show/Create Accounts from the CRM as well as create tasks that belong to it.

Was this reply helpful? Yes No
Roman Tyshyk 5 on at

Like (0)

Report

Thank you Bipin, works like expected.

The guide a bit outdated, as Security settings moved to Power Platform admin center.

Was this reply helpful? Yes No