I've found that to do this successfully, you'll need to setup all of the following:
- Create an application registration in Azure AD:
- grant it API permissions for Dynamics, specifically "Access Dynamics 365 as organization users"
- give it a dummy web redirect URI such as
http://localhost/auth
- generate a client secret and save it for later
- Create a user account in Azure AD and give it permissions to Dynamics.
- Create an application user record in Dynamics with the same email as the non-interactive user account above.
- Authenticate your application using the user account you've created.
For step 4, you'll want to open an new incognito window, construct a url using the following pattern and login using your user account credentials in step 2:
https://login.microsoftonline.com/<your aad tenant id>/oauth2/authorize?client_id=<client id>&response_type=code&redirect_uri=<redirect uri from step 1>&response_mode=query&resource=https://<organization name>.<region>.dynamics.com&state=<random value>
When this is done, you should see that your Dynamics application user has an Application ID and Application ID URI.
Now with your ClientId and ClientSecret, along with a few other organization specific variables, you can authenticate with Azure Active Directory (AAD) to acquire an oauth token and construct an OrganizationWebProxyClient. I've never found a complete code example of doing this, but I have developed the following for my own purposes. Note that the token you acquire has an expiry of 1 hr.
internal class ExampleClientProvider
{
// Relevant nuget packages:
// <package id="Microsoft.CrmSdk.CoreAssemblies" version="9.0.2.9" targetFramework="net472" />
// <package id="Microsoft.IdentityModel.Clients.ActiveDirectory" version="4.5.1" targetFramework="net461" />
// Relevant imports:
// using Microsoft.IdentityModel.Clients.ActiveDirectory;
// using Microsoft.Crm.Sdk.Messages;
// using Microsoft.Xrm.Sdk;
// using Microsoft.Xrm.Sdk.Client;
// using Microsoft.Xrm.Sdk.WebServiceClient;
private const string TenantId = "<your aad tenant id>"; // from your app registration overview "Directory (tenant) ID"
private const string ClientId = "<your client id>"; // from your app registration overview "Application (client) ID"
private const string ClientSecret = "<your client secret>"; // secret generated in step 1
private const string LoginUrl = "https://login.microsoftonline.com"; // aad login url
private const string OrganizationName = "<your organization name>"; // check your dynamics login url, e.g. https://<organization>.<region>.dynamics.com
private const string OrganizationRegion = "<your organization region>"; // might be crm for north america, check your dynamics login url
private string GetServiceUrl()
{
return $"{GetResourceUrl()}/XRMServices/2011/Organization.svc/web";
}
private string GetResourceUrl()
{
return $"https://{OrganizationName}.api.{OrganizationRegion}.dynamics.com";
}
private string GetAuthorityUrl()
{
return $"{LoginUrl}/{TenantId}";
}
public async Task<OrganizationWebProxyClient> CreateClient()
{
var context = new AuthenticationContext(GetAuthorityUrl(), false);
var token = await context.AcquireTokenAsync(GetResourceUrl(), new ClientCredential(ClientId, ClientSecret));
return new OrganizationWebProxyClient(new Uri(GetServiceUrl()), true)
{
HeaderToken = token.AccessToken,
SdkClientVersion = "9.1"
};
}
public async Task<OrganizationServiceContext> CreateContext()
{
var client = await CreateClient();
return new OrganizationServiceContext(client);
}
public async Task TestApiCall()
{
var context = await CreateContext();
// send a test request to verify authentication is working
var response = (WhoAmIResponse) context.Execute(new WhoAmIRequest());
}
}
