Set up OAuth 2.0 with Azure Active Directory to enable MS Dynamics 365 user auto-provisioning in airSlate. With auto-provisioning, your teammates will be logged in to airSlate automatically after they click on a custom button, without providing their credentials.
Before starting, register your web service and client applications in Azure Active Directory. Learn how to do it in the Microsoft documentation. After that, follow the steps below.
1. Get a redirect URI for your application from airSlate Admin tools. To get to Admin tools, open any list of records in your MS Dynamics 365 organization and select airSlate in the command bar. Then, click on the Admin tools in the dropdown menu.
Alternatively, open any record in your organization and select airSlate in the command bar. Then, click on the Admin tools in the dropdown menu.
In the Settings tab, click Set up for OAuth 2.0.
Copy the redirect URI by clicking Copy link.
2. In your Microsoft Azure application, go to Overview > Redirect URIs.
Click Add URI and paste the copied link to the field. Click the Save button that activates as soon as you paste the link.
3. Go to the Certificates & secrets tab and click New client secret.
On the sidebar, enter a description for your client and select from the dropdown when the client secret should expire. Once finished, click Add.
Copy the client_id and client_secret pair to use it for token generation in airSlate.
4. Go back to the OAuth 2.0 settings in airSlate Admin tools. Insert the client_id and client_secret pair you’ve copied from Azure Active Directory in the respective fields and click Apply.
5. Go to the Teammates tab where a list of your MS Dynamics 365 users is displayed. Tick the users you want to provide airSlate access to and click Activate users.
After that, you’ll see a pop-up notifying you that the users have been activated and the red crosses in front of the users will change to green ticks.
If you need to activate one user, you can either use the same activation button or click on a user’s menu and select Unblock teammate.
After that, airSlate internally creates accounts for the activated users based on their emails. As a result, the activated users will only have to log in to their MS Dynamics 365 accounts to be able to work with airSlate.
If you need to eliminate access for one or more users, use the Block feature. This works similarly to activation, only the Activate user button will change to the Block teammates button.
