{"id":27123,"date":"2021-03-05T09:38:45","date_gmt":"2021-03-05T09:38:45","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=27123"},"modified":"2021-12-13T18:12:25","modified_gmt":"2021-12-13T12:42:25","slug":"how-to-connect-dynamics-365-ce-with-kingswaysoft","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/03\/how-to-connect-dynamics-365-ce-with-kingswaysoft\/","title":{"rendered":"How to connect Dynamics 365 CE with KingswaySoft"},"content":{"rendered":"<h2>Introduction<\/h2>\n<p>As we all know, KingwaySoft is the best and a helpful tool for data migration and integration processes. Due to the deprecation of the Online Discovery Services, now we need to connect CRM Online using OAuth for \u201cOnline Federation\u201d. As you can see, KingswaySoft gives the below notification message that we need to use the OAuth connection method.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/1-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-27115 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/1-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" alt=\"connect Dynamics 365 CE with KingswaySoft\" width=\"697\" height=\"331\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/1-connect-Dynamics-365-CE-with-KingswaySoft.jpeg 697w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/1-connect-Dynamics-365-CE-with-KingswaySoft-300x142.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/1-connect-Dynamics-365-CE-with-KingswaySoft-660x313.jpeg 660w\" sizes=\"(max-width: 697px) 100vw, 697px\" \/><\/a><\/p>\n<p>You can refer to the following steps to connect CRM with OAuth through the KingswaySoft tool:<\/p>\n<p>1. Download the latest version of KingwaySoft using this <a href=\"https:\/\/www.kingswaysoft.com\/products\/ssis-integration-toolkit-for-microsoft-dynamics-365\/download\" target=\"_blank\" rel=\"noopener noreferrer\">link<\/a>.<\/p>\n<p>2. First, we need to register an app in Azure Active Directory and give Dynamics 365 CRM permissions to that app so that we can get the Client App Id and Client Secret key.<\/p>\n<p>3. To register an app in Azure Active Directory, you can refer to our <a href=\"https:\/\/www.inogic.com\/blog\/create-azure-active-directory-app\/\" target=\"_blank\" rel=\"noopener noreferrer\">blog<\/a> for the same.<\/p>\n<p>4. After registering an app in Azure Active Directory, you will get the Client App Id and Client Secret key.<\/p>\n<p>5. Now, create a new Application User in CRM with the same Application Id we created from Azure as shown below.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/2-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-27116 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/2-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" alt=\"connect Dynamics 365 CE with KingswaySoft\" width=\"452\" height=\"378\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/2-connect-Dynamics-365-CE-with-KingswaySoft.jpeg 452w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/2-connect-Dynamics-365-CE-with-KingswaySoft-300x251.jpeg 300w\" sizes=\"(max-width: 452px) 100vw, 452px\" \/><\/a><\/p>\n<p>6. Go to your SSIS package and right-click in the <strong>Connection Manager<\/strong> area, and choose &#8220;New Connection\u201d as shown in the below screenshot.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/3-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-27117 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/3-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" alt=\"connect Dynamics 365 CE with KingswaySoft\" width=\"578\" height=\"359\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/3-connect-Dynamics-365-CE-with-KingswaySoft.jpeg 578w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/3-connect-Dynamics-365-CE-with-KingswaySoft-300x186.jpeg 300w\" sizes=\"(max-width: 578px) 100vw, 578px\" \/><\/a><\/p>\n<p>7. After click on New Connection, you will be prompted with the &#8220;Add SSIS Connection Manager&#8221; window where you can add the <strong>&#8220;DynamicsCRM&#8221;<\/strong> item as shown below.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/4-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-27118 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/4-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" alt=\"connect Dynamics 365 CE with KingswaySoft\" width=\"513\" height=\"499\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/4-connect-Dynamics-365-CE-with-KingswaySoft.jpeg 513w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/4-connect-Dynamics-365-CE-with-KingswaySoft-300x292.jpeg 300w\" sizes=\"(max-width: 513px) 100vw, 513px\" \/><\/a><\/p>\n<p>8. After clicking on DynamicsCRM connection manager, you will be prompted to the below window wherein you will need to add the below details:<\/p>\n<p>\u2022 Service Endpoint \u2013 WebApi (Dynamics 365 CE, CRM 2016, Online or On-Premise )<br \/>\n\u2022 Authentication Type \u2013 Oauth (Dynamics 365 Online or On-Premise)<br \/>\n\u2022 OAuth Type \u2013 Password<br \/>\n\u2022 CRM Discovery Server<br \/>\n\u2022 Username<br \/>\n\u2022 Password<br \/>\n\u2022 Client App Id<br \/>\n\u2022 Client Secret<br \/>\n\u2022 Organization<\/p>\n<p>The <strong>OAuth Type<\/strong> option allows you to specify the OAuth type when you use OAuth (Dynamics 365 Online or On-Premise) authentication. There are three options available.<br \/>\n\u2022 Password<br \/>\n\u2022 Certificate<br \/>\n\u2022 Client Credentials (Server to server authentication)<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/5-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-27119 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/5-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" alt=\"connect Dynamics 365 CE with KingswaySoft\" width=\"632\" height=\"592\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/5-connect-Dynamics-365-CE-with-KingswaySoft.jpeg 632w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/5-connect-Dynamics-365-CE-with-KingswaySoft-300x281.jpeg 300w\" sizes=\"(max-width: 632px) 100vw, 632px\" \/><\/a><\/p>\n<p>\u2022 <strong>Username<\/strong> &#8211; The User Name option allows you to specify the user account that you want to use when connecting to your Dynamics 365 CE<br \/>\n\u2022 <strong>Password<\/strong> &#8211; The Password option allows you to specify the password for the above user account in order to login to your CDS\/CRM server.<br \/>\n\u2022 <strong>Client App Id<\/strong> -The Client App Id option is available when the OAuth (<strong>Dynamics 365 Online or On-Premise<\/strong>) Authentication Type is selected, and it allows you to specify the ID (in GUID format) of the Azure Active Directory (Azure AD or AAD) application you have created for application authentication.<\/p>\n<p>You can see below screenshot of Azure Application ID<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/6-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-27120 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/6-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" alt=\"connect Dynamics 365 CE with KingswaySoft\" width=\"714\" height=\"315\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/6-connect-Dynamics-365-CE-with-KingswaySoft.jpeg 714w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/6-connect-Dynamics-365-CE-with-KingswaySoft-300x132.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/6-connect-Dynamics-365-CE-with-KingswaySoft-660x291.jpeg 660w\" sizes=\"(max-width: 714px) 100vw, 714px\" \/><\/a><\/p>\n<p>\u2022<strong> Client Secret<\/strong> &#8211; The Client Secret option allows you to specify the client secret once you have selected or created an application in Microsoft Azure Active Directory (AAD).<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/7-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-27121 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/7-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" alt=\"connect Dynamics 365 CE with KingswaySoft\" width=\"1278\" height=\"481\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/7-connect-Dynamics-365-CE-with-KingswaySoft.jpeg 1278w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/7-connect-Dynamics-365-CE-with-KingswaySoft-300x113.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/7-connect-Dynamics-365-CE-with-KingswaySoft-768x289.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/7-connect-Dynamics-365-CE-with-KingswaySoft-1024x385.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/7-connect-Dynamics-365-CE-with-KingswaySoft-660x248.jpeg 660w\" sizes=\"(max-width: 1278px) 100vw, 1278px\" \/><\/a><br \/>\n9. After adding all the details, just click on the <strong>\u201cTest Connection\u201d<\/strong> button. Once you get the \u201cTest Connection succeeded\u201d message that means our connection is successfully created with Dynamics 365.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/8-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-27122 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/8-connect-Dynamics-365-CE-with-KingswaySoft.jpeg\" alt=\"connect Dynamics 365 CE with KingswaySoft\" width=\"635\" height=\"594\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/8-connect-Dynamics-365-CE-with-KingswaySoft.jpeg 635w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/8-connect-Dynamics-365-CE-with-KingswaySoft-300x281.jpeg 300w\" sizes=\"(max-width: 635px) 100vw, 635px\" \/><\/a><\/p>\n<h2>Conclusion<\/h2>\n<p>Using the above steps, we can connect Dynamics 365 CE with KingswaySoft using OAuth.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/undo-restore-recover-deleted-dynamics-365-crm-records\"><img decoding=\"async\" class=\"aligncenter wp-image-27093 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/click2undo.jpg\" alt=\"click2undo\" width=\"800\" height=\"200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/click2undo.jpg 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/click2undo-300x75.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/click2undo-768x192.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/click2undo-660x165.jpg 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction As we all know, KingwaySoft is the best and a helpful tool for data migration and integration processes. Due to the deprecation of the Online Discovery Services, now we need to connect CRM Online using OAuth for \u201cOnline Federation\u201d. As you can see, KingswaySoft gives the below notification message that we need to use\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2021\/03\/how-to-connect-dynamics-365-ce-with-kingswaysoft\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19],"tags":[2187,2185,545,592,2186,2543],"class_list":["post-27123","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","tag-connect-dynamics-365-ce","tag-dynamics-365-ce","tag-dynamics-365-crm","tag-dynamics-crm","tag-kingswaysoft","tag-top-2021"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/27123","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=27123"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/27123\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=27123"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=27123"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=27123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}