How to create an Application User

Applications Users is often used for integrations. It makes it possible to connect to a Dataverse environment without using a certain "real" user account.

Create App Registration i Azure Portal

Create a new App Registration

• Navigate to Azure Portal and navigate to App Registrations
• Choose New Registration
• Type in a name
• Leave it with default option "Accounts in this organizational directory only ('CompanyName' only single tenant)"
• Click on Register

Create a Client Secret for the App Registration

• Navigate to Certificates & secrets and click New client secret, under Client secrets.
• Choose a suitable Expiration date (see section About Client Secrets for more information)

Make sure you save the secret value before leaving the page. It will not be possible to view it later.

Set API permissions

• Navigate to API permissions and select Add a permission.
• Choose Dynamics CRM
• Under Delegated permissions, select user_impersonation, and then Add permissions.

Add an Application user to Dataverse environment

• Navigate to Admin Center
• Choose Users
• Navigate to Application Users
• Add new Application User
• Make sure you assign a suitable Security Role

About Client Secrets

The platform requires client secrets to be re-generated after as maximum 24 months. Make it a habit to have reminders so you don't forget to do this.