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In order to use Integration Framework with CRM, BSS needs to authenticate itself by using OAuth2 (ClientID, ClientSecret, user name, password and resource). These values can be retrieved while adding "Application Group" in AD FS. 

Add new Application Group


For adding a new application Group, you should do the following:

  1. Navigate to "Application Groups" and select the template "Server application accessing a web API".



  2. Specify the "redirect URI". The redirect URL should be http://<BSS FQDN>/core/oAuth/authorizedProvider where <BSS FQDN> is the URL of your BSS. For the "client identifier" field you should enter your client id. 



  3. Press Next for configuring the application credentials

    ClientSecret should be noted while creating application group, because later it cannot be retrievable.




  4. The next step is for configuring WEB API. The identifier you will select should be the base CRM web API URL



  5. Set the access control policy. Make sure that you will enable the openid option.


  6. Press Next for reviewing the application group settings before the group creation.

Entities Mapping


Below table contains the relation between CRM web API and models for a ready-to-use integration setup

MS Dynamics CRM Web API

interworks.cloud

Accounts

Account

Contacts

Contact

Products

Product

Invoices

Invoice

Invoice details

Invoice items

Sales Orders

Order

Sales Order Details

Order Item

Incidents

Case

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