(Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM

To get the access token credentials from Dynamics CRM, do the procedure in this topic.

Prerequisites

OAuth 2.0 access tokens require a 2-way exchange of credentials between AgilePoint NX and the external service. This means that you must get the credentials from the third-party service to paste in the AgilePoint NX access token, and get the redirect URI from AgilePoint NX to paste in the external service. This requires you to open both the AgilePoint NX access token and the third-party service at the same time, so you can copy and paste from one screen to the other.
This topic shows the suggested procedure for Microsoft Dynamics CRM. The exact procedure for your access token depends on whether you already have a connection (usually called an app) configured in the external service.
This topic gives one example. The procedure may vary depending on your configuration and account settings in the third-party service.
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

First, create a new access token in AgilePoint NX for Dynamics CRM.

There is more than one way to create an access token.
For more information, refer to Access Token for Microsoft Dynamics CRM.

In AgilePoint NX, open the access token configuration screen for Microsoft Dynamics CRM.

Do not configure the access token credentials.

Keep the access token configuration screen open in AgilePoint NX, but do not save it.

Next, copy the Dynamics CRM credentials to your AgilePoint NX access token.

In a new web browser tab, sign in to Microsoft account with a Microsoft Dynamics 365 account:
- https://login.microsoftonline.com/.
In a different web browser tab, in AgilePoint NX, open the Microsoft Dynamics CRM access token configuration screen.

In Microsoft Office 365, on the Home screen, click Dynamics 365.

A new tab or window opens in your web browser.
On the new tab, in the Dynamics 365 Home screen, in the My apps section, click Connected Field Service app.
These apps are available in Dynamics 365 by default.
On the Welcome to Connected Field Service screen, click Do Not Show Again.
On the Connected Field Service Dashboard screen, click Settings > Advanced Settings.

A new tab or window opens in your web browser.
On the new tab, in the Business Management screen, click Settings > Customizations.
On the Customization screen, click Developer Resources.
On the Developer Resources screen, in the Endpoint Address field, copy the Endpoint Address value.
In AgilePoint NX, on the Microsoft Dynamics CRM Access Token Configuration screen, in the Organization Service Endpoint Address URL field, paste the Endpoint Address value from Dynamics 365.

Next, complete the AgilePoint NX access token configuration for Dynamics CRM.

In AgilePoint NX, open the Microsoft Dynamics CRM access token configuration screen.

In AgilePoint NX, on the Microsoft Dynamics CRM Access Token Configuration screen, in the Token Name field, enter a name for the access token.
In the User Name field, enter the e-mail address for the Microsoft Dynamics CRM account.
This field shows the username of your tenant account by default.
In the Password field, enter the password for the Microsoft Dynamics CRM account.
This field shows the password of your tenant account by default.
Click Test Connection.

If the connection is successful, a confirmation message shows.
Click Done.