How to setup your client_id and client_secret values to connect with COZYROC Microsoft Dataverse Connector and Exchange Connector
This KB-Article explains how you can setup your own client_id and client_secret values instead of using default COZYROC app client id to connect with Microsoft Dataverse Connector and Exchange Connector. You can do all of your administrative tasks using the Azure Active Directory (Azure AD) portal.
1. Sign in to your organization Azure Portal.
2. Click on the Hamburger menu on the top left side and look for the Azure Active Directory.
3. From the Azure Active Directory Panel, select App Registrations.
4. Under the Display Name tab, select your app for which you want to get Application(Client) ID to move on to the application details.
5. Copy the Application (Client) ID into the safe location which you will use during the token generation
6. Click on Client credentials to initiate the process of generating client_secret value as mention in the belwo screen capture.
7. Provide the client secret description and expiration time and then click on Add button as mention in the below screen capture.
8. Copy the client secret value as mention in below screen capture into the safe location which you will use during the token generation
9. Select Redirect uri to move on to the Redirect uri console
11. Ensure that you have copied the client id (Application id), client secret and tenant id which you will be using during the token generation. Before you generate the token, you will need to assign the required api permissions in your Azure Portal for the desired service. Below screen captures Screen Capture Dataverse (For Dataverse Connection) and Screen Capture Exchange (For Exchange Connection) shows what api permissions needed to be setup in Azure Portal before initiating the token generating process either for Dataverse or Exchange Online Connections.
12. Now you can generate the token using your app client id, client_secret and tenant id by specifiying the values for the parameters client_id, client_secret and tenant as shown in the below screen capture. You will see the below wizard once you click on new token tab.
Book a Presales Call
Related Articles
Resource not found Error or Scope is not valid while Generating the OAUTH Token for COZYROC Graph, Dataverse or Exchange Online connectors
The application can be registered as Single Tenant or Multi-Tenant based on the organization needs. For how to choose between Single Tenant and Multi Tenant, you may refer to: Tenancy in Azure Active Directory Single Tenant : Parameters that are ...Can I use Modern Authentication with the Dynamics CRM Adapters?
COZYROC Dynamics CRM Components do not support Modern Authentication. Our Dynamics CRM components use Microsoft Dynamics CRM WCF API, which is not compatible with Modern Authentication. If you prefer to use Modern Authentication to connect to ...Microsoft Dataverse - A Template to resolve Incident
This template facilitates the resolution of incidents within Dataverse, ensuring swift and effective handling of customer issues. Use the following steps to copy and paste the below template into the COZYROC JavaScript Task/Component. 1 - Drag and ...How to Add List Members using Dataverse Connector into Dynamic CRM
This idea to generate this KB-Article is to explain with an example how you can execute actions like AddListMemebersList, AddCampaignItem etc. There is a special Resource Action available in Rest Destination for create action that can be use to ...Microsoft Dataverse - A Template to Cancel Sales Order
Discover how to efficiently cancel sales orders in Dataverse with this parameterization template. Whether you are a Sales representative, a manager, or a CRM administrator, this knowledge base article equips you with a step-by-step template for ...