Step 1 (OAuth): Create the Demandbase (ABX Cloud) App in Microsoft Dynamics

Context

The first step for integrating Demandbase with Microsoft Dynamics CRM using OAuth is to create and configure the Demandbase (ABX Cloud) App in the Microsoft Power Platform. 

Prerequisites

• You must have Admin privileges within your Microsoft Dynamics environment.
• Important: Copy and paste information on to a blank document to use in Step 3 (OAuth): Add Microsoft Dynamics Integration in Demandbase.

Steps: Create the Demandbase App in Microsoft Dynamics

1. Log in to the Microsoft Power Platform.
2. In the search box, enter App registrations and go to the App registrations page.
3. At the top of the page, click + New registration.
   
   
4. Enter an Application Name. For example, Demandbase.
   
5. Select Accounts in this organizational directory only (Tenant only - Single tenant).
6. Click Register.
   
   

Steps: Request API permissions 

1. Go to Owned Application and click the application you created previously. 
   
   
2. To add API permissions, click API permissions in the left menu and do the following:
   a. Click + Add a permission.
   b. Select Dynamics CRM. 
   c. Select the user_impersonation checkbox.
   d. Click Add permissions.
   
   
3. To add a client secret, click Certificates & secrets in the left menu and do the following:
   a. Click + New client secret.
   b. Enter a Description (for example, Demandbase).
   c. Select an Expires option for the expiration period.
   d. Click Add.
   
   e. Copy the Value for the client secret and save it for later.
        Important: The Client Secret Value will not be shown again. 
   
   
4. To add an Application ID URI, click Overview in the left menu and do the following:
   a. Click Add an Application ID URI. 
   
   b. Click Set.
   
   c. Leave the default value and click Save.
   
5. To add a scope for the Application ID URI, ensure Expose an API is selected in the left menu and do the following:
   a. Click + Add a scope.
   b. Enter a Scope name (for example, Demandbase).
   c. Select an option for Who can consent?
   d. Enter an Admin consent display name and Admin consent description.
   e. Toggle State to Enabled.
   f. Click Add Scope. 
   
   
6. To add a client application for the Application ID URI, ensure Expose an API is selected in the left menu and do the following:
   a. Copy the client ID from the Application ID URI field.
   Tip: The client ID appears after api:// in the field. For example, if api://a7047c09-206d-4ab8-a823-a4e5544a7d5f appears in the field, the client ID is a7047c09-206d-4ab8-a823-a4e5544a7d5f.
   b. Click + Add a client application.
   c. Enter the Client ID you copied previously. 
   d. Select the Authorized scopes checkbox.
   e. Click Add application. 
   
   
7. Click Overview in the left menu and copy the following information for later use. 
   • Application (client) ID
   • Directory (tenant) ID
   • Application ID URI 
   • Client Secret Value (copied previously in step 3e)