Obtaining your Dynamics Key and Secret Token:

Step 1: Log in to your Azure Active Directory Admin Center and click “Azure Active Directory” on the side navigation.

Step 2:  Click “App registrations” in the new sidebar sub-navigation.
 
Step 3: Click the “+ New registration” button.

Step 4: In the "New Connected App" page configure your application as follows and click "Register":

• Name: Greenvelope Integration (Note that you can use a different name if desired)
• Supported Account Types: Accounts in this organizational directory only (greenvelope.com only - Single tenant)
• URI: https://www.greenvelope.com/_addon/dynamics.aspx 

Step 5: On the next page (the “Greenvelope Integration” application page), click the “Certificates & secrets” link in the sidebar menu.
 
Step 6: Click the “+ New client secret” button. Configure the client secret as follows and click “Add”:

• Description: Greenvelope Integration
• Expires: Never

Step 7: Copy the secret and save for later use.

Step 8: Click the “Overview” link in the sidebar navigation and copy the “Application (client) ID” to save for later use.

Step 9: Click the “API Permissions” link in the sidebar navigation. Then click the “+ Add a permission” button.

Step 10: Click the “Dynamics CRM” button in the Microsoft APIs listing.

Step 11: Configure the permission request as follows, then click the “Add permissions”:

• What type of permissions does your application require: Delegated Permissions
• Permission: Check "user_impersonation"

*NOTE* This process allows you to import contacts from Dynamics. For more information on automatically syncing RSVP data from Greenvelope to Dynamics click here.