Integrating Python with Microsoft Dynamics 365

Why Python?

• Used by Data Analytics Professionals
• Libraries like Pandas, Numpy, PyPlot, Keras, and PySpark
• Taught to new developers in most CS programs
• Tools like iPython Notebooks to integrate with Jupyter Labs, Google Collab, and Zepl

Getting Started

What you will need

• Python (Anaconda)
• A Dynamics 365 Organization

Registering your Python App with Dynamics 365

• Go to http://portal.azure.com and log in with your Dynamics 365 Account. Select Azure Active Directory from the menu.

• Select + New registration.

• Enter a name for your python application and select Register.

• Select API Permissions in your new app registration and select + Add a permission. Select Dynamics CRM from the list.

  ℹ️ Note Multiple API permissions point to https://admin.services.crm.dynamics.com/, such as Dynamics CRM and Common Data Service (soon to be Dataverse). Selecting any of these will work.

• Ensure Delegated Permissions is selected, user_impersonation is checked, and click Add permissions.

• Select Manifest and ensure that "allowPublicClient" is set to true.

• Select Certificates and secrets and select + New client secret followed by the expiration and Add.

• And that's it. All the information your Python needs to connect to your organization is on the Overview tab.

Creating An Application User

• Navigate to Security in your Dynamics Organization and select Users.

• Select the Application Users View and select + NEW.

• Select the Application User Form and enter the required fields.

• The Application ID should match the Application ID from your App Registration in the Azure Portal.

• Assign the new user a security role. You can just copy the System Administrator role

Using Python

• Refer to test.py and brownbag.ipynb