> ## Documentation Index
> Fetch the complete documentation index at: https://docs.altoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dynamics 365 Guides Configuration

## Steps to connect Altoura to Dynamics 365 using OAuth 2.0

1. Log in to Azure Admin Portal -> [https://portal.azure.com](https://portal.azure.com) and go to Microsoft Entra ID.

<img src="https://mintcdn.com/altoura-785c3552/uN9er-P_53ywyRvz/images/docs/de756dd-image.png?fit=max&auto=format&n=uN9er-P_53ywyRvz&q=85&s=dcf03d50520c41e71a199b1353969160" alt="" width="1595" height="404" data-path="images/docs/de756dd-image.png" />

2. Here, click on Add and select App registration or select App registrations under Manage and click on the New Registration button.

<img src="https://mintcdn.com/altoura-785c3552/z2_JFZPNE9ekTL9F/images/docs/9b13800-image.png?fit=max&auto=format&n=z2_JFZPNE9ekTL9F&q=85&s=1da8df402cda03bcbfa1c8a9a72c141f" alt="" width="1765" height="622" data-path="images/docs/9b13800-image.png" />

<img src="https://mintcdn.com/altoura-785c3552/_Fb1P96m80-mEejg/images/docs/3c984e8-image.png?fit=max&auto=format&n=_Fb1P96m80-mEejg&q=85&s=3218e7cbc9406da3a7f2b09c49bcf3c8" alt="" width="1192" height="1198" data-path="images/docs/3c984e8-image.png" />

<img src="https://mintcdn.com/altoura-785c3552/z2_JFZPNE9ekTL9F/images/docs/a379236-image.png?fit=max&auto=format&n=z2_JFZPNE9ekTL9F&q=85&s=d37bd59ca312af6de04678c167b980c3" alt="" width="902" height="565" data-path="images/docs/a379236-image.png" />

3. The following page is displayed, here, enter a name for the application and click on the Register button.

<img src="https://mintcdn.com/altoura-785c3552/ZuSJMQqW-zq_BCI_/images/docs/c289176-image.png?fit=max&auto=format&n=ZuSJMQqW-zq_BCI_&q=85&s=dd905759267b2d61611172f5fe7b5bec" alt="" width="1595" height="1446" data-path="images/docs/c289176-image.png" />

4. The application gets created and the following page is displayed.

<img src="https://mintcdn.com/altoura-785c3552/uN9er-P_53ywyRvz/images/docs/da6cb00-image.png?fit=max&auto=format&n=uN9er-P_53ywyRvz&q=85&s=64a9bbddbf7151fedd7e2a1dbabf7526" alt="" width="2446" height="738" data-path="images/docs/da6cb00-image.png" />

Here, note down the Application (client ID) value. This value needs to be shared with the Altoura team. **`<<Share Value 01>>`**

5. Next, click on Endpoints on the page

<img src="https://mintcdn.com/altoura-785c3552/rSHiWKFaLfV4dcN7/images/docs/6669088-image.png?fit=max&auto=format&n=rSHiWKFaLfV4dcN7&q=85&s=124ee7e844c48c3134cf2f82cdfa1b12" alt="" width="2138" height="1110" data-path="images/docs/6669088-image.png" />

6. Endpoints window appears to the right.

<img src="https://mintcdn.com/altoura-785c3552/kVR3Hrlwi3EAGJ1Q/images/docs/015f077-image.png?fit=max&auto=format&n=kVR3Hrlwi3EAGJ1Q&q=85&s=1ed1a46d7cda9790ef784d8642e64193" alt="" width="1984" height="964" data-path="images/docs/015f077-image.png" />

Here, note down the OAuth 2.0 token endpoint (v1) value. This value needs to be shared with the Altoura team. **`<<Share Value 02>>`**

7. Close the Endpoints window and on the main page, click on Certificates and Secrets.

<img src="https://mintcdn.com/altoura-785c3552/z2_JFZPNE9ekTL9F/images/docs/98d9169-image.png?fit=max&auto=format&n=z2_JFZPNE9ekTL9F&q=85&s=f13dab21e6d0e159e1ad52ed4b7da037" alt="" width="2138" height="1110" data-path="images/docs/98d9169-image.png" />

8. The following page is displayed, here click on New client secret

<img src="https://mintcdn.com/altoura-785c3552/uN9er-P_53ywyRvz/images/docs/e2cb959-image.png?fit=max&auto=format&n=uN9er-P_53ywyRvz&q=85&s=c77dfeb8466145aed26d969930e55762" alt="" width="1916" height="1188" data-path="images/docs/e2cb959-image.png" />

9. Add a client secret window appears to the right. Here enter a Description and select the Expiry period and click on the Add button.

<img src="https://mintcdn.com/altoura-785c3552/RIgkSrBJFuycivOX/images/docs/ec3ec39-image.png?fit=max&auto=format&n=RIgkSrBJFuycivOX&q=85&s=04ea8310dcf6f2298576d362fc277bcf" alt="" width="2030" height="1436" data-path="images/docs/ec3ec39-image.png" />

10. The Client Secret value is generated. Copy this value and save it immediately. This value needs to be shared with the Altoura team. **`<<Share Value 03>>`**

<img src="https://mintcdn.com/altoura-785c3552/ZuSJMQqW-zq_BCI_/images/docs/ba52ec1-image.png?fit=max&auto=format&n=ZuSJMQqW-zq_BCI_&q=85&s=b071bf68d7743eadbb75d614609c3511" alt="" width="2397" height="1198" data-path="images/docs/ba52ec1-image.png" />

<Warning>
  ### Note

  Please note that the Client Secret value cannot be viewed later, so it is important to copy the value immediately after it is generated.
</Warning>

This completes the Azure Setup Configuration. The next set of steps have to be done on the Microsoft Power Platform Admin Center.

## Microsoft Power Platform Admin Center

11. Log in to the Microsoft Power Platform Admin Center. [https://admin.powerplatform.microsoft.com](https://admin.powerplatform.microsoft.com) A list of Environments will be displayed.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/FoIV9SzgFfYMUXXv/images/docs/33b30ab-PPA01.png?fit=max&auto=format&n=FoIV9SzgFfYMUXXv&q=85&s=10768166ab8c1942c07a115a927fb408" alt="" width="2488" height="1368" data-path="images/docs/33b30ab-PPA01.png" />
</Frame>

12. Select the required Environment. The details page is displayed. Copy the Environment URL. This value needs to be shared with the Altoura team. **`<<Share Value 04>>`** Click on the S2S Apps link under the Access tile.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/niZvlZtOVSBbiV3u/images/docs/86f1707-PPA02.png?fit=max&auto=format&n=niZvlZtOVSBbiV3u&q=85&s=aa3ddc40f6ab6c87175c9cc1c4328c35" alt="" width="2490" height="1468" data-path="images/docs/86f1707-PPA02.png" />
</Frame>

13. The following page is displayed. Here click on the Setup app user button if there are no existing users or click on the New app user button.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/rSHiWKFaLfV4dcN7/images/docs/5cdd671-PPA03.png?fit=max&auto=format&n=rSHiWKFaLfV4dcN7&q=85&s=62e189dc293009fb7098e7de172620c6" alt="" width="2490" height="1464" data-path="images/docs/5cdd671-PPA03.png" />
</Frame>

14. The following window is displayed. Click on the Add an app link.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/RIgkSrBJFuycivOX/images/docs/f25974e-PPA04.png?fit=max&auto=format&n=RIgkSrBJFuycivOX&q=85&s=06b6429105f662abf0cf69f24ead8c83" style={{ width: '50%' }} width="400" height="280" data-path="images/docs/f25974e-PPA04.png" />
</Frame>

15. In the window displayed, search for the app that was registered and click on the Add button.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/ZuSJMQqW-zq_BCI_/images/docs/c606412-PPA05.png?fit=max&auto=format&n=ZuSJMQqW-zq_BCI_&q=85&s=bca7b0230ee5567d29d51f366c019c43" style={{ width: '50%' }} width="861" height="1006" data-path="images/docs/c606412-PPA05.png" />
</Frame>

16. The app is added, and the user is taken back to the Create a new app user window. Here select the business unit. Click on the edit icon against the Security roles.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/z2_JFZPNE9ekTL9F/images/docs/9b2c553-PPA06.png?fit=max&auto=format&n=z2_JFZPNE9ekTL9F&q=85&s=cef57d9d5a4bd85624c9365b076cf2f8" style={{ width: '50%' }} width="855" height="970" data-path="images/docs/9b2c553-PPA06.png" />
</Frame>

17. Add security roles page is displayed.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/pvN_b_9fLlPnvtUQ/images/docs/1a5d1c5-PPA07.png?fit=max&auto=format&n=pvN_b_9fLlPnvtUQ&q=85&s=fa22f9e25fbb17fe8a4f2f5ba621247a" style={{ width: '50%' }} width="1004" height="1445" data-path="images/docs/1a5d1c5-PPA07.png" />
</Frame>

18. Scroll down and select the role Dynamics 365 Guides Operator.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/RIgkSrBJFuycivOX/images/docs/ff24529-PPA08.png?fit=max&auto=format&n=RIgkSrBJFuycivOX&q=85&s=692c0e78e84bf6a96cf0d92c79e0b2d6" style={{ width: '50%' }} width="1004" height="1458" data-path="images/docs/ff24529-PPA08.png" />
</Frame>

19. If you want to export your experiences created in Altoura to Dynamics 365 Guides, then select the role Dynamics 365 Guides Author.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/z2_JFZPNE9ekTL9F/images/docs/9ae428c-image.png?fit=max&auto=format&n=z2_JFZPNE9ekTL9F&q=85&s=7c028f3553ab4853661da1b50a500f81" style={{ width: '50%' }} width="1004" height="1458" data-path="images/docs/9ae428c-image.png" />
</Frame>

20. Click on the Save button.
21. The roles are added, and the user is taken back to the Create a new app user window. Here click on the Create button.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/uN9er-P_53ywyRvz/images/docs/d0fc958-PPA09.png?fit=max&auto=format&n=uN9er-P_53ywyRvz&q=85&s=76a2a126c4f62260b434786bb8d4b402" style={{ width: '50%' }} width="858" height="952" data-path="images/docs/d0fc958-PPA09.png" />
</Frame>

/

22. The Application user is added to the environment with the right role.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/pvN_b_9fLlPnvtUQ/images/docs/11e8e14-PPA10.png?fit=max&auto=format&n=pvN_b_9fLlPnvtUQ&q=85&s=2246c46c31299fba4ebb53cf767cb6b3" alt="" width="2491" height="1472" data-path="images/docs/11e8e14-PPA10.png" />
</Frame>

<Warning>
  ### Details Required by the Altoura Team to Process Guides

  The following values have to be shared with the Altoura team.

  | Description              |                  |                |
  | ------------------------ | ---------------- | -------------- |
  | Application (client) ID  | Refer to Step 4  | SHARE VALUE 01 |
  | OAuth 2.0 token endpoint | Refer to Step 6  | SHARE VALUE 02 |
  | Client Secret            | Refer to Step 10 | SHARE VALUE 03 |
  | Environment URL          | Refer to Step 12 | SHARE VALUE 04 |
</Warning>
