Microsoft Dynamics

This guide will teach you how to set up the connector between Microsoft Dynamics and Clarity Security.

Estimated time to complete: 25 minutes

Below are capabilities supported by the connector at this time.

Here is an article from Microsoft that could be helpful in this process. 

How to Setup the Connector

Step 1. Sign in to Azure

Step 2. In Azure, select Azure Active Directory 

On the left side and select App registration and click on New registration.

Step 3. In the Register an application page, enter your application's registration information:

• Name: Clarity Security Connector
• Who can use this: Accounts in any organizational directory (Any Azure AD directory- Multitenant)
• Redirect URI: (not optional!)

           a. Platform: Web

           b. URI: https://[YOURCLARITYSUBDOMAIN].claritysecurity.io/application/oauthProcessCode/microsoft-dynamics

Step 4. On the app Overview page, hover over the Application (client) ID and select the Copy to clipboard icon to be used later. Then hover over the Directory (tenant) ID and copy it for later.

Step 5. Select the Manifest tab in the manifest editor, set the allowPublicClient* to true, and click Save.

Step 6. Select the API permissions tab and click Add a permission.

Step 7. Search for and choose Dataverse under the APIs my organization uses tab. 

Note: If "dataverse" is not found, look for the most likely options: Dynamics 365 Business Central, Dynamics CRM, Dynamics ERP, or Customer Insights. 

Step 8. Click on Delegated permissions and check all options > click Add permissions. Repeat for each API.

Step 9. Go to Certificates & secrets and click on New client secret. 

Step 10. Enter a description like "Clarity Connector" and an expiration date of 24 months > click Add.

Step 11. Copy the 2nd secret. 

Note: you only have one chance to copy this. You will see ***** after refreshing the screen.

Step 12. The final thing you need to gather before connecting is the URL of your Dynamics 365 account.

Step 13. Navigate to Power Platform admin center and log in.

Step 14. Click on the Environments link in the sidebar.

Step 15. In the Environments list, find your Microsoft Dynamics account and highlight it by clicking on it, and a menu will appear above it. Click the Settings button.

Step 16. Click the drop-down button for Users + permissions and click the link for Application Users. 

Step 17. Click on + New app user.

Step 18. Click the + Add an app button.

Step 19. Search for the app you created in Step 3 and click on it. Then click the Add button on the bottom. 

Step 20. Select your business unit. 

Note: This should match the subdomain in the URL, as shown in Step 12.

Step 21.  Click the pencil icon to add a security role. Scroll to find System Administrator. Click on it and then click Save.

Step 22. Log into Clarity Security.

Step 23. Click on Applications and select Marketplace.

Step 24. Scroll to find Microsoft Dynamics and click Connect.

Step 25. Fill out the Connect App form with the proper credentials.

Complete the App Settings form.  Details for fields common to all applications can be found in the following article: Common App Configuration Steps.

• Application: Microsoft Dynamics
• client_id: Paste from Step 4.
• client_secret: Paste from Step 11.
• tenant_id: Paste from Step 4.
• URL: Paste from Step 12.
• If you will be connecting Clarity Security to multiple Dynamics 365 environments, change the Name & Unique identifier fields to reflect the specific environments this connector is communicating with.
• Access via: API

Step 26. Fill out the App Settings form.

Complete the App Settings form.  Details for each field can be found in the following article: Common App Configuration Steps.

Step 27. Fill out the User Settings form.

Complete the User Settings form, check the table at the top to see if any features are unsupported.  Details for each field can be found in the following article: Common App Configuration Steps.

Step 28. Validate Your Selections and Save.

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