CRM Requirements:
Microsoft Dynamics 365
Step 1: Register a New Application in Azure
In the Azure Portal, go to Azure Active Directory → App registrations.
Click New registration.
Enter an application name (e.g., "Haystack Dynamics Integration").
Under Supported account types, select:
Accounts in this organizational directory only (Single tenant - Haystack only)
Set the Redirect URI as follows:
Type: Public client/native (mobile & desktop)
URL:
https://crm.thehaystackapp.com/redirect
Step 2: Add Dynamics CRM API Permissions
In the App Registration pane, navigate to API permissions.
Click Add a permission → Dynamics CRM.
Select the necessary permissions (consult your admin if unsure).
Click Grant admin consent to apply permissions. (Admin approval may be required.)
Step 3: Send Required Information to Your Customer Success Manager
After completing the setup, send the following details:
Required Information:
Your Dynamics CRM URL: (e.g.,
https://abc123.crm6.dynamics.com)Application (Client) ID: (found in your app registration overview)