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OutSystems

How to register SharePoint Online, Microsoft Dataverse, or Microsoft Dynamics 365 apps in the Azure Active Directory

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  • OutSystems owns and manages the Azure Active Directory application you are using for authentication and authorization. This provides another level of trust for our customers. Microsoft uses the Azure portal to authenticate and authorize services for your app and users. To use the authentication and authorization services, you must register your app in the Azure AD (Active Directory). Integration Builder can then access your Microsoft SharePoint. Microsoft Dataverse, or Microsoft Dynamics 365 environments through the Azure AD application.

    The procedure to register your application includes the following:

    • Registering your app
    • Adding and requesting API permissions
    • Managing certificates and secrets

    If the left menu pane is not open, click the Hamburger icon. These procedures use the left menu pane to access the integration options.

    Registering your app

    1. Sign into the Microsoft Azure Portal.

    2. From the left menu pane, click Azure Active Directory.

    3. From the left menu pane, click App registrations.

    4. From the top menu bar, click + New Registration.

      Top menu bar in MS Azur

    5. In the name field, copy and paste one of the following:

      • For SharePoint Online: OutSystems SharePoint
      • For Microsoft Dataverse: OutSystems Dataverse
      • For Microsoft Dynamics 365: OutSystems Dynamics 365
    6. In the Supported account types section, select Accounts in this organizational directory only (\<organization name> only - Single tenant).

      Leave the Redirect URL (optional) section blank.

    7. Click Register.

    Adding and requesting application permissions

    To add and request application permissions for your environment, choose either the SharePoint Online, Microsoft Dataverse / Microsoft Dynamics 365 procedure.

    Adding SharePoint Online permissions

    1. From the left menu pane, click API permissions.

    2. Below Configured permissions, click Add a permission to open the Request API permissions window.

    3. Click SharePoint.

    4. Select Application Permissions.

    5. From the list of permissions, continue to scroll, click Sites and select Sites.ReadWrite.All. Click Add permissions.

      A warning message may display in the Add a Permissions list, indicating the permission was not granted for OutSystems Integration team.

    6. Optionally, to grant permission, click the Grant admin consent for OutSystems Integrations Team link.

    Adding Microsoft Dataverse or Microsoft Dynamics 365 permissions

    1. From the left menu pane, click API permissions.

    2. Below Configured permissions, click Add a permission to open the Request API permissions window.

    add a permission

    1. Under Request API permission, click in the Dynamics CRM box.

    add a permission

    1. Under Permissions, select user-impersonations.

    2. Scroll to the bottom of the list and click the Add permissions button again.

      A warning message may display in the Add a Permissions list, indicating the permission was not granted for OutSystems Integration team.

    3. Optionally, to grant permission, click the Grant admin consent for OutSystems Integrations Team link.

      Grant permission

    Managing certificates and secrets

    Before beginning this procedure, make sure to download the OutSystems certificate that Integration Builder emailed to you. (If you prefer you can use your own certificate.)

    1. From the left menu pane, click Certificates & secrets.

    2. Below Certificates, click Upload Certificate.

    3. Click the File button and navigate to the location in which you placed the certificate.

    4. Click Open and then click Add. The certificate is added to your app.

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