Integrating Dynamics 365

Capabilities

DataGrail's Dynamics 365 integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Dynamics 365 User Role: Admin

Create Dynamics 365 App Credentials

1. Log in to Microsoft Azure.
2. In the left menu, navigate to Azure Active Directory.
3. Navigate to App registrations.
4. Select New Registration, and enter the following information:

App Configuration

Name: DataGrail - Dynamics 365

Supported Accounts: Single tenant

Redirect URI: Web: https://datagrail.io/oauth/dynamics

5. Select Register.
6. Copy the newly created Client ID and Directory (tenant) ID.
7. Navigate to Certificates & secrets.
8. Select New client secret, and enter the following information:

Client Secret Configuration

Description: DataGrail

Expires: In 1 year

9. Select Add.
10. Copy the newly created Client Secret and store it in a secure, temporary location.

Get Dynamics 365 Organization Subdomain

1. Log in to Dynamics 365.
2. On the left side of the page, navigate to Dynamics 365.
3. Select My App.
4. Select Dynamics 365 - custom and you will be redirected to your instance.
5. Check the URL in your browser and copy the Organization Subdomain. For example, if the URL is ``https://org731ac91c.crm.dynamics.com`, then your organization subdomain will be org731ac91c.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Dynamics 365.
2. Enter the Client ID, Client Secret, Organization Subdomain and Directory (tenant) ID.
3. Select Login to Configure and authorize the necessary permissions to DataGrail:

Required OAuth Scopes

• offline_access
• https://<SUBDOMAIN>.crm.dynamics.com/user_impersonation

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Whole Record Deletion
• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Dynamics 365 integration uses the Web API v9.0:

Access Type	Synchronous
Deletion Type	Synchronous (Whole Record)

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.