Excel Add-In for Dynamics 365

Build 21.0.8137

Using OAuth Authentication

OAuth requires the authenticating user to interact with Dynamics 365 using the browser. The add-in facilitates this in various ways as described below.

Embedded Credentials

See Embedded Credentials to connect with the add-in's embedded credentials and skip creating a custom OAuth app.

Custom Credentials

Instead of connecting with the add-in's embedded credentials, you can register an app with Custom Credentials to obtain the OAuthClientId and OAuthClientSecret.

When to Create a Custom OAuth App

Creating a custom OAuth app is optional as the add-in is already registered with Dynamics 365 and you can connect with its embedded credentials. You might want to create a custom OAuth app to change the information displayed when users log into the Dynamics 365 OAuth endpoint to grant permissions to the add-in.

Creating a Custom OAuth App

See Creating a Custom OAuth App for a procedure.

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Build 21.0.8137