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Configure Connection

Microsoft Dynamics 365 guide

Follow this focused guide to configure and validate Microsoft Dynamics 365 in NIM.

Before you begin

You need access to create an application registration in Microsoft Entra ID and an application user with the appropriate security role in the target Dynamics 365 environment.

Authentication method

This connector uses an Entra application registration and certificate authentication. Keep the private-key .pfx certificate secure.

Create an application registration​

  1. Open the Azure portal and go to Microsoft Entra ID > App registrations.
  2. Select New registration, enter a descriptive name such as NIM Dynamics 365, and select Register.
  3. On the application Overview page, record the Application (client) ID and Directory (tenant) ID. You will enter both values in NIM.

Create and upload a certificate​

  1. Create a certificate using your organization’s approved certificate process. Export both formats:
    • An X.509 public certificate in .cer format.
    • A password-protected certificate with its private key in .pfx format.
  2. In the Entra application registration, open Certificates & secrets and select Upload certificate. Upload the .cer file.
  3. In NIM, go to Settings > Certificates, select Add a certificate, and upload the .pfx file.
Protect the private key

The .pfx file contains the private key used by NIM. Store it only in approved locations, restrict access to it, and plan to replace it before it expires.

Grant Dynamics 365 API access​

  1. Return to the Entra application registration and open API permissions.
  2. Select Add a permission > Dynamics CRM.
  3. Under Delegated permissions, select user_impersonation.
  4. Select Grant admin consent and confirm the action.

For entity and API behavior, see the Microsoft Dynamics 365 Web API entity reference.

Add the application user to Dynamics 365​

  1. Open the Power Platform admin center and select the environment NIM will access.
  2. Go to Settings > Users + permissions > Application users.
  3. Select New app user, then select the Entra application registration created above.
  4. Assign only the Dynamics 365 security roles needed for the tables and operations NIM will perform.

Configure and validate the NIM connection​

  1. In NIM, open the Microsoft Dynamics 365 system and select the Connection tab.
  2. Enter the Application (client) ID and Directory (tenant) ID recorded earlier.
  3. Select the certificate uploaded to NIM, enter the Dynamics 365 environment URL, and save the connection.
  4. Collect the system and review the result. If collection fails, confirm the environment URL, certificate validity, API consent, and assigned Dynamics 365 security roles.
Use least privilegeStart with a test environment and a narrowly scoped Dynamics 365 role. Expand permissions only after validating the specific NIM tables and operations your workflow requires.