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Connect
You need admin access to the Azure portal and to the Power Platform admin center for your Dynamics 365 environment.1
Copy your tenant ID
In the Azure portal, open Microsoft Entra ID, go to Overview, and copy the Directory (tenant) ID.
2
Register an app
In Microsoft Entra ID, go to App registrations and click New registration. Name the app, choose Accounts in this organizational directory only, and click Register.Copy the Application (client) ID from the app’s Overview page. Refer to Microsoft’s documentation for details.
3
Create a client secret
In the app registration, go to Certificates & secrets and click New client secret. Add a description, choose an expiry, and click Add.
The secret value is only shown once, so copy and store it securely.
4
Add the app as an application user
In the Power Platform admin center, select your Dynamics 365 environment and go to Settings → Users + permissions → Application users. Click New app user and select the app you registered.Assign a security role that can create, read, and write Cases, Contacts, and Notes. Refer to Microsoft’s documentation for details.
5
Connect Microsoft Dynamics 365 in Typewise
In Typewise, go to Integrations, find Microsoft Dynamics 365, and click Install. You’ll need:
- Tenant ID: The directory (tenant) ID from the first step.
- Dynamics 365 URL: The URL of your Dynamics 365 environment, for example
https://acme.crm.dynamics.com. - Client ID: The application (client) ID of the app you registered.
- Client Secret: The secret value you copied.