Create a Dynamics Application

To retrieve and index information from Microsoft Dynamics CRM, you must create an application to represent the connector. For information about how to do this, refer to the Microsoft developer documentation, for example https://msdn.microsoft.com/en-us/library/mt622431.aspx.

When you create the application, you are provided with a client ID. Make a note of this because you will need it to configure the connector.

OpenText recommends using the OAuth configuration tool to set up OAuth authentication. If you want to use the OAuth configuration tool, ensure that the redirect_uri for the application you create matches the URL where you will run the OAuth configuration tool. By default this is http://localhost:7878/oauth.