> ## 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​

> Connect Altoura to Dynamics 365 Guides using OAuth 2.0 — Azure app registration, client secret, and Power Platform app user setup.

This guide is for **IT administrators**. By the end of it, you will have registered an Azure application, created a client secret, configured a Power Platform app user, and collected the four values the Altoura team needs to enable [Dynamics 365 Guides import](/frontline/procedures-portal/import-guides).

### **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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-01-azure-entra-id.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=2aa1793c6134750afa43fb3a0033bc0b" alt="Azure portal with Microsoft Entra ID selected" className="mr-auto" width="1100" height="278" data-path="frontline/images/overview/administration/dynamics-guides-01-azure-entra-id.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-02-add-app-registration.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=82820f51946111b2cd6257948500a24c" alt="Microsoft Entra ID Add menu with the App registration option" className="mr-auto" width="1100" height="387" data-path="frontline/images/overview/administration/dynamics-guides-02-add-app-registration.png" />

<img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-03-app-registrations-list.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=a13abe08ebc5f47eadbd25212173021f" alt="App registrations under Manage in Microsoft Entra ID" width="1100" height="1105" data-path="frontline/images/overview/administration/dynamics-guides-03-app-registrations-list.png" />

<img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-04-new-registration-button.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=c28a8bffd15865ed2856f79e5e692a36" alt="New registration button on the App registrations page" width="902" height="565" data-path="frontline/images/overview/administration/dynamics-guides-04-new-registration-button.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-05-register-application.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=b0b4198f4a82baec2b97f9fdd20be0a2" alt="Register an application page with the name field and Register button" width="1100" height="997" data-path="frontline/images/overview/administration/dynamics-guides-05-register-application.png" />
4. The application gets created and the following page is displayed.

<img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-06-application-client-id.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=4a5c9754c48dd13eeb282eda8084b864" alt="App overview page showing the Application (client) ID value" className="mr-auto" width="1100" height="331" data-path="frontline/images/overview/administration/dynamics-guides-06-application-client-id.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-07-endpoints-button.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=09099774864e8be44cc30b75c8ed78a4" alt="Endpoints button on the app overview page" className="mr-auto" width="2138" height="1110" data-path="frontline/images/overview/administration/dynamics-guides-07-endpoints-button.png" />

6. Endpoints window appears to the right.

<img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-08-oauth-token-endpoint.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=c7aedb419a2e8790c1cf99482d7ee2b5" alt="Endpoints window showing the OAuth 2.0 token endpoint (v1) value" className="mr-auto" width="1100" height="534" data-path="frontline/images/overview/administration/dynamics-guides-08-oauth-token-endpoint.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-09-certificates-and-secrets.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=0fb7d165429815c6e36252c181d659c5" alt="Certificates & secrets option on the app page" className="mr-auto" width="2138" height="1110" data-path="frontline/images/overview/administration/dynamics-guides-09-certificates-and-secrets.png" />

8. The following page is displayed, here click on New client secret
   <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-10-new-client-secret.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=99ba4808aa2e31f8fae1a4b75f5a1fca" alt="New client secret button on the Certificates & secrets page" className="mr-auto" width="1100" height="682" data-path="frontline/images/overview/administration/dynamics-guides-10-new-client-secret.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-11-add-client-secret.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=e64e70804d5789c30ae5276b33bb1312" alt="Add a client secret window with Description and Expiry fields" className="mr-auto" width="1100" height="778" data-path="frontline/images/overview/administration/dynamics-guides-11-add-client-secret.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-12-client-secret-value.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=be99d7fc780a4c32982496ce970e5337" alt="Generated client secret value on the Certificates & secrets page" className="mr-auto" width="1100" height="549" data-path="frontline/images/overview/administration/dynamics-guides-12-client-secret-value.png" />

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

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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-13-power-platform-environments.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=b273d53cd81dd8321d94a9cccdf7c795" alt="Microsoft Power Platform Admin Center environments list" width="1100" height="604" data-path="frontline/images/overview/administration/dynamics-guides-13-power-platform-environments.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-14-environment-s2s-apps.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=a75f47beee609ced96346da127cb53d0" alt="Environment details page with the Environment URL and S2S Apps link" width="2490" height="1468" data-path="frontline/images/overview/administration/dynamics-guides-14-environment-s2s-apps.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-15-setup-app-user.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=d8ee7e3d7a275d77ba94628cb706e45a" alt="S2S apps page with the Setup app user and New app user buttons" className="mr-auto" width="1100" height="646" data-path="frontline/images/overview/administration/dynamics-guides-15-setup-app-user.png" />
    </Frame>
14. The following window is displayed. Click on the Add an app link.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-16-add-an-app.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=1d68fee59d4de9d8dc34457b02249287" alt="Create a new app user window with the Add an app link" width="50%" data-path="frontline/images/overview/administration/dynamics-guides-16-add-an-app.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-17-search-registered-app.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=0ce6e6684a25393ce6670b6bd9dc7901" alt="App search window with the registered app and Add button" height="20%" className="mr-auto" data-path="frontline/images/overview/administration/dynamics-guides-17-search-registered-app.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-18-business-unit-security-roles.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=40bd4f19b1dfcbb813ae32b57b8e9527" alt="Create a new app user window with business unit and the Security roles edit icon" width="50%" data-path="frontline/images/overview/administration/dynamics-guides-18-business-unit-security-roles.png" />
</Frame>

17. Add security roles page is displayed.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-19-add-security-roles.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=0f807f83e74afe69098bc9f89f2302b9" alt="Add security roles page" width="50%" data-path="frontline/images/overview/administration/dynamics-guides-19-add-security-roles.png" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-20-guides-operator-role.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=10509c4b7ce480576b221090357021ae" alt="Security roles list with Dynamics 365 Guides Operator selected" width="50%" data-path="frontline/images/overview/administration/dynamics-guides-20-guides-operator-role.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-21-guides-author-role.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=df317541c3af1bdb716a64a1619af13c" alt="Security roles list with Dynamics 365 Guides Author selected" width="50%" data-path="frontline/images/overview/administration/dynamics-guides-21-guides-author-role.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/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-22-create-app-user.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=2337e4d71a213a3321c44d6f4f6e5920" alt="Create button on the Create a new app user window" width="10%" data-path="frontline/images/overview/administration/dynamics-guides-22-create-app-user.png" />
    </Frame>
22. The Application user is added to the environment with the right role.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/overview/administration/dynamics-guides-23-app-user-added.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=7665e30e59eff41e2f94be287bf1c8e3" alt="Application user added to the environment with the assigned role" width="50%" data-path="frontline/images/overview/administration/dynamics-guides-23-app-user-added.png" />
</Frame>

### **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 |
