Haystack

Microsoft Dynamics Online - 2015 or higher

Microsoft Dynamics On-premise 2015 or higher , with ADFS 3.0 for Oauth (on Server 2012 R2)

- Microsoft Dynamics Online - 2015 or higher
- Microsoft Dynamics On-premise 2015 or higher , with ADFS 3.0 for Oauth (on Server 2012 R2)

Please follow these steps in your MS Dynamics Admin page:

Register “TheHaystackApp” in the CRM's Active Directory The redirect URI is: <a href="https://crm.thehaystackapp.com/redirect" target="_blank" rel="nofollow noopener noreferrer">https://crm.thehaystackapp.com/redirect</a> Following instructions <a href="https://msdn.microsoft.com/en-us/library/dn531010(v=crm.7).aspx#bkmk_ifd" target="_blank" rel="nofollow noopener noreferrer">provided here</a> for both Online and On-premise CRMs When registering an application for CRM Online, at step 6, choose Native Client Application as the typeConfigure session length (On-premise/IDF Only) -

SsoLifetime needs to be increased to improve user experience, preferably 90 days (129,600), minimum 30 days (43,200 minutes). TokenLifetime should be smaller than SsoLifetime Example <a href="https://4735c753305b66cde83d-1bd03e807b9565497a62d86593b259af.ssl.cf3.rackcdn.com/misc/Microsoft%20CRM%20SsoLifeTime.pdf" target="_blank" rel="nofollow noopener noreferrer">here</a>. -

Provide client info After the above is completed we need the following information to setup our own servers.

1. Register “TheHaystackApp” in the CRM's Active Directory The redirect URI is: <a href="https://crm.thehaystackapp.com/redirect" target="_blank" rel="nofollow noopener noreferrer">https://crm.thehaystackapp.com/redirect</a> Following instructions <a href="https://msdn.microsoft.com/en-us/library/dn531010(v=crm.7).aspx#bkmk_ifd" target="_blank" rel="nofollow noopener noreferrer">provided here</a> for both Online and On-premise CRMs When registering an application for CRM Online, at step 6, choose Native Client Application as the typeConfigure session length (On-premise/IDF Only) -
2. SsoLifetime needs to be increased to improve user experience, preferably 90 days (129,600), minimum 30 days (43,200 minutes). TokenLifetime should be smaller than SsoLifetime Example <a href="https://4735c753305b66cde83d-1bd03e807b9565497a62d86593b259af.ssl.cf3.rackcdn.com/misc/Microsoft%20CRM%20SsoLifeTime.pdf" target="_blank" rel="nofollow noopener noreferrer">here</a>. -
3. Provide client info After the above is completed we need the following information to setup our own servers.

ClientId of the registered application from step 1.

- URL of the CRM
- ClientId of the registered application from step 1.
- SsoLifetime from step 2.