How do I configure OAuth2 credentials for Microsoft Dynamics CRM in n8n?

Below is an overview of what you need to do to connect to Microsoft Dynamics CRM in n8n and set up the required OAuth2 connection.

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What n8n Offers for Microsoft Dynamics CRM

According to the Microsoft credentials documentation, n8n supports Microsoft Dynamics CRM using OAuth2. While there isn’t a dedicated "trigger" node exclusively for Dynamics CRM, you can use the Microsoft Dynamics CRM node (and possibly combine it with polling or webhook-based logic) once the credentials are correctly set up.

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Steps to Set Up Microsoft Dynamics CRM Credentials

1. Create a Microsoft Azure Account
   You must have an Azure account since you’ll register your n8n instance as an application in the Microsoft Identity Platform.

2. Register an Application in Azure AD
   Follow these steps (outlined in the documentation):

   • Open the Microsoft Application Registration Portal:
     Visit https://aka.ms/appregistrations and select Register an application.

   • Enter Application Details:

     • Give your app a meaningful Name.
     • Under Supported account types, choose appropriate option (e.g., accounts in any organizational directory and personal Microsoft accounts).

   • Configure Redirect URI:

     • In n8n, when adding a new Microsoft Credential, you’ll see an OAuth Callback URL. Copy this URL.
     • In the registration process, paste this URL into the Redirect URI (optional) field by selecting Select a platform > Web.

   • Register and Retrieve Client ID:
     After you register, copy the provided Application (client) ID, which you will then enter into n8n as the Client ID.

3. Generate a Client Secret
   With your application registered:

   • Go to the Certificates & secrets section.
   • Create a new client secret (e.g., name it something like "n8n credential").
   • Copy the generated secret and enter it into n8n as the Client Secret.

4. Finalize Setup in n8n
   In your n8n credential setup for Microsoft credentials:

   • Enter any additional details required, such as your Dynamics Domain and Region (for Dynamics, this extra information is needed).
   • Finally, select Connect my account. You’ll be redirected to log in to your Microsoft account, where you’ll grant the permissions requested by your registered app.

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Addressing Your Questions

• OAuth Callback URL and AD Permissions:
  The OAuth Callback URL is provided automatically within the n8n credential configuration for Microsoft credentials. You simply copy that URL and paste it into the Redirect URI field when registering your app in Azure AD. n8n’s built-in OAuth2 handling means that once your client app is registered with the correct callback URL, the connection will work as long as the required permissions are granted.

• n8n Client App Permissions in AD:
  When you register the application on the Microsoft Identity Platform, you are granting your n8n instance (acting as a client app) the permissions needed to access the Dynamics CRM service on your behalf. Make sure your registered app has the necessary permissions (and that you supply the proper domain/region details for Dynamics).

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Summary

1. Register an Application: Copy the OAuth callback URL from n8n and paste it as the Redirect URI in your Azure AD app registration.
2. Generate a Client Secret: Obtain and enter that secret in the n8n credentials.
3. Enter Dynamics CRM Information: Include your Dynamics domain and region as required.
4. Connect Your Account: Use the n8n interface to complete the OAuth2 flow.

Following these steps will prepare your n8n instance to interact with Microsoft Dynamics CRM. Once set up, you can build workflows that use the Dynamics CRM node (and combine it with other nodes for trigger-like behavior) to automate your tasks.

Feel free to ask if you need any more details on any of the steps!