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Connect with Service Principal to use Common Data Service (CDS) in Microsoft Power Automate

You might want to use the service Principal account to run a flow which will avoid the interruption from user's absent in your company.

Here are detailed steps to Connect with Service Principal in Microsoft Power Automate:

 

I- Create Azure Application in https://portal.azure.com/

 

II- Assign permission for this App to connect Dynamics CRM (CDS)

  • Go to : API permissions => Add a permission => APIs my organization uses
  • Search: 
Common Data Service
00000007-0000-0000-c000-000000000000
  • Then, Grant admin consent. Keep this window open for later steps.

III - Connect the Application to Dynamics CRM ( CDS )

  • Go to your CRM environment: org.crm.dynamics.com
  • Go to Settings => Security => Users => Filter Application Users. Now, you can click New to add new user directly in CRM.
     

    image.png

  • In Application ID, get the Application ID that we just registered in Azure Portal. This should be the Application (client) ID.

 

image.png

  • Fill other required fields and assign role for this user in Manage Roles button.

 

III- Connect the Application (Service principal account) to Flow CDS connection

 

  • While adding new connection for Common Data Service, select Connect with Service Principal

 

image.pngimage.png

 

  • Back to the Application in Azure, you will find the required fields in App Overview and Certificates & secrets tab.
  • Done. Now you can connect to the CDS data with your Service Principal account without issue.

Hope this helps for your automation works with Microsoft Power Automate.

 

David Nguyen

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