Dynamics 365 configuration

Public preview: The federated search and actions features are in public preview. This feature is subject to the "Pre-GA Offerings Terms" in the General Service Terms section of the Service Specific Terms. Pre-GA features are available "as is" and might have limited support. For more information, see the launch stage descriptions.

This page describes how to set up and configure a third-party application before creating the Dynamics 365 data store.

Register Microsoft Entra app for Dynamics 365 connector

You must set up an Entra application registration to enable secure access to Dynamics 365 before you can create the connector in Gemini Enterprise.

To register Gemini Enterprise as an OAuth 2.0 application in Entra, do the following:

1. Navigate to Microsoft Entra admin center.

2. In the navigation menu, expand Identity and select App registrations.

3. On the App registrations page, click New registration.

4. On the Register an application page, do the following:

   1. In the Name field, enter a name for your app.
   2. In the Supported account types section, select Accounts in this organizational directory only.
   3. In the Redirect URI section, do the following:
      1. In the platform list, select Web.
      2. In the redirect URI field, enter https://vertexaisearch.cloud.google.com/console/oauth/default_oauth.html.
   4. Click Register. Microsoft Entra creates your app and displays the overview page of your app.

5. In the app navigation menu, click Authentication.

6. Click Add redirect URI.

7. In the platform selection pane, do the following:

   1. Select Web.
   2. In the Redirect URI field, enter https://vertexaisearch.cloud.google.com/oauth-redirect.
   3. Click Configure.

Add federated credential

To enable access to your Dynamics 365 instance using federated credentials, do the following:

1. In the app navigation menu, click Certificates & secrets.

2. Select the Federated credentials tab.

3. Click Add credential.

4. Select Other issuer from the Federated credential scenario list.

5. In the Issuer field, enter https://accounts.google.com.

6. In the Subject identifier field, enter the value that you get from the Google Cloud console. This value is generated during the Dynamics 365 datastore creation in the data section.

7. In the Name field, enter a unique label for the federated credential.

8. Click Add to grant access.

Obtain client credentials

To connect the Dynamics 365 data store, obtain the application's Client ID and your Tenant ID:

Obtain client ID

1. In the app navigation menu, select Overview.
2. Copy the Application (client) ID.

Obtain Tenant ID

Your tenant ID can be found in the Tenant ID box on the overview page in the Microsoft Entra admin center.

Configure Microsoft API permissions

To configure the required API permissions for the app, do the following:

1. Navigate to the app page.

2. In the app navigation menu, select API permissions.

3. Click Add permissions.

4. In the Request API permissions pane, select Dynamics CRM.

5. Search for and select the following delegated permission:

   • user_impersonation (Access Dynamics 365 as organization users)

6. Click Add Permissions.