Dynamics 365 configuration

This page describes how to set up and configure a third-party application before creating the Dynamics 365 data store.

Register Microsoft Entra app for Dynamics 365 connector

You must set up an Entra application registration to enable secure access to Dynamics 365 before you can create the connector in Gemini Enterprise.

To register Gemini Enterprise as an OAuth 2.0 application in Entra, do the following:

1. Navigate to Microsoft Entra admin center .

2. In the navigation menu, expand Identityand select App registrations.

3. On the App registrationspage, click add New registration.

4. On the Register an applicationpage, do the following:

   1. In the Namefield, enter a name for your app.
   2. In the Supported account typessection, select Accounts in this organizational directory only.
   3. In the Redirect URIsection, do the following:
      1. In the platform list, select Web .
      2. In the redirect URI field, enter https://vertexaisearch.cloud.google.com/console/oauth/default_oauth.html .
   4. Click Register. Microsoft Entra creates your app and displays the overview page of your app.

5. In the app navigation menu, click Authentication.

6. Click add Add redirect URI.

7. In the platform selection pane, do the following:

   1. Select Web.
   2. In the Redirect URIfield, enter https://vertexaisearch.cloud.google.com/oauth-redirect .
   3. Click Configure.

Add federated credential

To enable access to your Dynamics 365 instance using federated credentials, do the following:

1. In the app navigation menu, click Certificates & secrets.

2. Select the Federated credentialstab.

3. Click add Add credential.

4. Select Other issuerfrom the Federated credential scenariolist.

5. In the Issuerfield, enter https://accounts.google.com .

6. In the Subject identifierfield, enter the value that you get from the Google Cloud console. This value is generated during the Dynamics 365 datastore creation in the data section.

7. In the Namefield, enter a unique label for the federated credential.

8. Click Addto grant access.

Obtain client credentials

To connect the Dynamics 365 data store, obtain the application's Client ID and your Tenant ID:

Obtain client ID

1. In the app navigation menu, select Overview.
2. Copy the Application (client) ID.

Obtain Tenant ID

Your tenant ID can be found in the Tenant IDbox on the overview page in the Microsoft Entra admin center.

Configure Microsoft API permissions

To configure the required API permissions for the app, do the following:

1. Navigate to the app page.

2. In the app navigation menu, select API permissions.

3. Click add Add permissions.

4. In the Request API permissionspane, select Dynamics CRM.

5. Search for and select the following delegated permission:

   • user_impersonation(Access Dynamics 365 as organization users)

6. Click Add Permissions.