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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics CRM with Appl...
Customer experience | Sales, Customer Insights,...
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Dynamics CRM with Application Permissions (backgroud daemon)

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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.

  • Suggested answer
    a33ik Profile Picture
    a33ik on at
    RE: Dynamics CRM with Application Permissions (backgroud daemon)

    Hello,

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

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 on at
    RE: Dynamics CRM with Application Permissions (backgroud daemon)

    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/.../

  • Viktorparada Profile Picture
    Viktorparada on at
    RE: Dynamics CRM with Application Permissions (backgroud daemon)

    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?

  • Roman Tyshyk Profile Picture
    Roman Tyshyk on at
    RE: Dynamics CRM with Application Permissions (backgroud daemon)

    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.

  • Roman Tyshyk Profile Picture
    Roman Tyshyk on at
    RE: Dynamics CRM with Application Permissions (backgroud daemon)

    Thank you Bipin, works like expected.

    The guide a bit outdated, as Security settings moved to Power Platform admin center.

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