Breadcrumbs

Azure AD (Entra ID)


If you also use the Dynamics 365 CRM synchronisation integration, we recommend registering 2 separate applications.


Register an Application

Register an Application

Log in at  https://portal.azure.com/ as an admin user.

Open the menu on the left and go to Azure Active Directory:

dynamics1.png

Open App registrations from the menu, then click New registration:

dynamics2.png

Enter a name for your application, e.g. Daktela integration, and click Register:

dynamics3.png

Copy the Application (client) ID and paste it into the Application ID field in the Daktela integration – see last step.

dynamics4.png
Add a Redirect URI

Add a Redirect URI

In the detail of the app you created in the previous step, go to Authentication in the menu on the left, then click Add a platform under Platform configurations:

azure1.png


In the Configure platforms dialog, click Web:

azure2.png

In the Configure Web dialog, enter the URL of your Daktela instance into the Redirect URIs field, then click Configure at the bottom:

azure3.png
Add a Client Secret to Your Application

Add a Client Secret to Your Application

In the detail of the app you created in the first step, go to Certificates & secrets in the menu on the left, then click New client secret under Client secrets:

dynamics5.png

Enter a short description and select the longest expiration option, then click Add:

dynamics6.png

Copy your secret Value and paste it into the Application secret field in the Daktela integration – see last step.

dynamics7.png
Set up the Daktela Integration

Set up the Daktela Integration

In Daktela, go to Manage → Integrations and click Configure under Azure AD.

Enter any title into the Title field. You will use this to assign the authentication type to your users (see below).

Enter your Application ID from the first step into the Application ID field.

Enter the Client secret Value from the second step into the Client secret field.

Click Activate.

Assign the Authentication Method to Your Users

Assign the Authentication Method to Your Users

Go to Manage → Users → List of Users.

Open the details of the user you want to assign the authentication method to.

Under Verify type, select the Title that you entered when setting up the authentication in Manage → Integrations (see Set up the Daktela integration above).

If you want users to be able to log in using a user name and password as well as Azure AD:

  1. Enable Allow OAuth Passwords in  Manage → Global settings.

  2. Enter a Password in the user's details in  Manage → Users → List of Users.