Integrating with Microsoft Dynamics 365 and Power Apps

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 5 minutes to read

    • Integrating your ServiceNow instance with the Microsoft Dynamics 365 and Power Apps service enables you to track your software subscriptions and to reclaim unused licenses.

    Important:

    This integration retrieves user subscription details for all Microsoft Dynamics 365 and Power Apps products. Furthermore, Software Asset Management provides license compliance for the products using user subscription-based models.

    For optimization, Software Asset Management automatically tracks the last activity date and identifies low-usage for the following applications:
    • Dynamics 365 for Sales (Professional, Premium, Enterprise)
    • Dynamics 365 for Customer Service (Enterprise Attach to Qualifying Dynamics)
    • Dynamics 365 for Team Members

    For more information about the Microsoft 365 service, see Microsoft 365 frequently asked questions.

    Important:
    Minimize security risks and protect information by granting access only to the necessary user or API permissions.
    Table 1. Minimal user permissions
    Process Required user role in the Microsoft Dynamics 365 and Power Apps application Authentication scopes
    Download subscriptions
    • Global administrator
    • Dynamics 365 administrator
    • Organization.Read.All
    • User.Read.All
    • user_impersonation
    Pull user activity Dynamics 365 administrator user_impersonation

    Set up Microsoft Azure Active Directory

    Set up Microsoft Azure Active Directory (AD).

    Before you begin

    Role required: Global administrator and Dynamics 365 administrator in Microsoft admin center

    Procedure

    1. Log in to the Microsoft Azure portal using an admin account and navigate to Azure Active Directory.
    2. Navigate to the App registrations section and select App registration under + Add.
    3. On the Register an application form, fill in the fields.
      Table 2. Register an application form fields
      Field Description
      Name Name of the application that you want to register.
      Supported account types The account with the required organizational directory.
      Redirect URI URL that will access Azure. Typically the URL of the ServiceNow instance.
      Important:
      You must select Web in the Select a platform drop-down list because Azure AD app must be a web application in App registration for this setup.
    4. Select Register.
    5. Open the application that you registered and navigate to the Overview section.
    6. Collect the Application (client) ID and Directory (tenant) ID.
    7. Navigate to the Certificates and Secrets section.
    8. Create a client secret and collect the client secret key.
      You need the client secret key while configuring your ServiceNow instance.
    9. Under API Permission, select + Add a permission and then select APIs my organization uses.
    10. Select Microsoft Graph and add the following Delegated Permissions.
      • Organization.Read.All
      • User.Read.All
      • Offline_access
    11. Select Dynamics CRM and add the following permission.
      user_impersonation
    12. Under Grant consent, select Grant admin consent.
    13. In the Authentication section, under the Redirect URI, enter the redirect URI of the ServiceNow instance.

    Set up Microsoft Dynamics 365 and Power Apps

    Set the system-level settings for Microsoft Dynamics 365 and Power Apps.

    Before you begin

    Role required: admin

    Procedure

    1. Go to https://admin.powerplatform.microsoft.com/.
    2. Under Environments, select the environment for which you want to pull the dynamics activities.
    3. From the top ribbon, click Settings.
    4. Click Audit and logs.
    5. Select all of the following check boxes.
      • Start Auditing
      • Log access
      • Read logs
    6. Click Additional Audit Settings.
    7. From the Settings list, select Auditing and click Global Audit Settings.
    8. Select the following check boxes.
      • Start Auditing
      • Audit user access
      • Start Read Audit
      • Common Entities
      • Sales Entities
      • Customer Service Entities
    9. Click OK.

    Set up ServiceNow instance for Microsoft Dynamics 365 and Power Apps

    Set up ServiceNow instance for Microsoft Dynamics 365 and Power Apps to track your software subscriptions and to reclaim unused licenses.

    Before you begin

    Role required: admin or sam_integrator

    About this task

    If you’re using Software Asset Workspace, the option to create the Microsoft Dynamics 365 and Power Apps integration profile in Core UI is inactive.

    Procedure

    1. Navigate to the integration profile.
      InterfaceAction
      Core UI
      1. Navigate to All > Software Asset > SaaS License > Direct Integration Profiles.
      2. Select New.
      3. Select Microsoft Dynamics 365 and Power Apps Integration Profile.
      Software Asset Workspace
      1. Navigate to License operations > User Subscriptions > Direct integration profiles.
      2. Select New.
      3. Select Microsoft Dynamics 365 and Power Apps from the drop-down list.
      4. Select Continue.
    2. In the Display name field, enter a name of your choice.
    3. Under the Calculate Activity Subflow tab in the Analyze user activity from field, select the date since when you want to pull the activity.
    4. Select Save.
    5. Under the Download Subscription Subflow tab, beside the Connection & Credential field, select the preview (preview icon) icon.
    6. Under the Please Enter the Credential Information section, enter the values you received from Set up Microsoft Azure Active Directory.
      1. In the Tenant ID field, enter your Tenant ID.
      2. In the OAuth Client ID field, enter the OAuth Client ID.
      3. In the OAuth Client Secret field, enter the OAuth Client Secret key.
      Important:
      You must configure both the Download Subscription and Calculate Activity subflows to ensure both jobs complete successfully.
    7. Select Create and Get OAuth Token.
      Important:
      This step must be executed by a user with the Global administrator role in the Microsoft admin center.
    8. If you’re prompted to log in to your Microsoft 365 account, enter your Microsoft 365 credentials and log in to your Microsoft 365 account.
    9. Under the Calculate Activity Subflow tab, beside the Connection & Credential field, select the Preview (Preview) icon.
    10. Select Create New connection and credential alias.
    11. In the Create Connection and Credential window, perform the following.
      1. In the Connection URL field, enter the connection URL.
        To fetch the Connection URL, log in to the Microsoft Admin portal and navigate to Admin Centers > All admin centers > Select Dynamics 365 apps > Environments. Select the environment you want to integrate with. The environment URL is the Connection URL.
      2. In the OAuth Client ID field, enter the OAuth Client ID.
      3. In the OAuth Client Secret field, enter the OAuth Client Secret key.
    12. Select Create and Get OAuth Token.
      Important:
      This step must be executed by a user with the Dynamics 365 administrator role in the Microsoft admin center.
    13. Return to the integration profile.
    14. Select Publish.
    15. In the Publish Confirmation dialog box, select OK.

    What to do next

    After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

    If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.

    Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

    Create software entitlements for the automatically generated software models to track used software against owned software.
    Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.