Create and configure cloud service for Microsoft Dynamics

To connect or configure AM forms with Microsoft Dynamics, we need to get hold of certain properties. Some of these properties would be specific to your instance of Microsoft Dynamics and some of them would be common. For instance, the auth URL, refresh token URL, authorization scope, these will be the same irrespective of your instance. So to get hold of the resource and the service route, you need to log into your Microsoft Dynamics instance here. So this is my instance. The domain name is going to be your resource, and the service route will be the path to the API. So in my case, this is the domain name followed by slash API slash data slash version 9.2. So at the time of creating this video, version 9.2 was the latest one. So those are the two properties that you need. The other two properties we need are the client secret and the client ID. To get those, just to recap, you go into your Azure portal, go into the Azure Active Directory, go into the app registrations, click on the app that was registered here, and here is the application client ID. To get the secret here, we go in and these are the two client secrets that I have created. You can use either of those two values. The other properties that we need are going to be the same, auth URL, refresh token URL, access token URL, authorization scope, and authorization header. Now that we have these values, we are ready to connect AEM Forms with Microsoft Dynamics. The first step in integrating AEM Forms Cloud Service with Microsoft Dynamics is to create a Cloud Services configuration. To do that, I have logged into my AEM Forms Cloud Services instance, go into the tools menu, and I’m going to create a folder that will hold our Cloud Services configuration here. I’m going to click on Configuration Browser and create a new folder. I’m going to call it Microsoft. Make sure you select Cloud Configurations here option, and click on Create. Now that the folder is created, I’m going to create our Cloud Services configuration in that particular folder. I’m going to go back to my Experience Manager, Tools, then go to Cloud Services, and I’m going to click on Data Sources, and select the folder that we created earlier called Microsoft here, and click on Create. Here, give a meaningful name here, call it Microsoft Dynamics. The service type for Microsoft Dynamics is going to be OAuth2.0 and these are the values that we need to specify. We already have these values, all we need to specify is OAuth2.0. All we need to do is simply copy and paste these values from here. The client ID is going to be this. Client secret is going to be this value. OAuth URL is this. The refresh token is going to be this value. Authorization token is going to be this. Authorization scope is open ID. Where is that? The resource is going to be, we need to get it from our file here, so the resource is this. Those are the values there, and now click on Connect to OAuth. It’s asked me to log in here because I’ve already logged in here. Skip now. It asks you this, so I can say consent on behalf of your organization. Click on Accept. It is successfully, authentication was successful, and make sure you click on Create to create your Cloud services configuration. This is our Cloud services configuration. In the next video, we will create a form data model based on this Cloud services configuration.