Hi all
I have a query regarding MS Dynamics CRM integration with our website. We are trying to connect a new WordPress website to our MS Dymanics CRM.
In brief, we need WP to access D365, with the correct permissions, then creating multiple record types.
Our web agency have tried a couple of approaches but have hit roadblocks:
-connecting to Dynamics Web API using Oauth and using Web API
-connecting on behalf of the user and getting data using MS Graph
In both of the cases they were able to successfully connect to MS Dynamics however started facing issues with permissions or rather lack of permissions to view the entities. They requested to approve different sets of permissions in Azure portal, to use with the auth approach but still hit more roadblocks.
Does anyone know if this is possible and/or have any suggestions of people who can do this?
Thanks for any help
Ben