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David_Nguyen

Connect with Service Principal to use Common Data Service (CDS) in Microsoft Power Automate

You might want to use the service Principal account to run a flow which will avoid the interruption from user's absent in your company.

Here are detailed steps to Connect with Service Principal in Microsoft Power Automate:

 

I- Create Azure Application in https://portal.azure.com/

 

II- Assign permission for this App to connect Dynamics CRM (CDS)

  • Go to : API permissions => Add a permission => APIs my organization uses
  • Search: 
Common Data Service
00000007-0000-0000-c000-000000000000
  • Then, Grant admin consent. Keep this window open for later steps.

III - Connect the Application to Dynamics CRM ( CDS )

  • Go to your CRM environment: org.crm.dynamics.com
  • Go to Settings => Security => Users => Filter Application Users. Now, you can click New to add new user directly in CRM.
     

    image.png

  • In Application ID, get the Application ID that we just registered in Azure Portal. This should be the Application (client) ID.

 

image.png

  • Fill other required fields and assign role for this user in Manage Roles button.

 

III- Connect the Application (Service principal account) to Flow CDS connection

 

  • While adding new connection for Common Data Service, select Connect with Service Principal

 

image.pngimage.png

 

  • Back to the Application in Azure, you will find the required fields in App Overview and Certificates & secrets tab.
  • Done. Now you can connect to the CDS data with your Service Principal account without issue.

Hope this helps for your automation works with Microsoft Power Automate.

 

David Nguyen

About the Author
  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
  • I am a Microsoft Business Applications MVP and a Senior Manager at EY. I am a technology enthusiast and problem solver. I work/speak/blog/Vlog on Microsoft technology, including Office 365, Power Apps, Power Automate, SharePoint, and Teams Etc. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. I am a leader of the Houston Power Platform User Group and Power Automate community superuser. I love traveling , exploring new places, and meeting people from different cultures.
  • Read more about me and my achievements at: https://ganeshsanapblogs.wordpress.com/about MCT | SharePoint, Microsoft 365 and Power Platform Consultant | Contributor on SharePoint StackExchange, MSFT Techcommunity
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  • Founder of SKILLFUL SARDINE, a company focused on productivity and the Power Platform. You can find me on LinkedIn: https://linkedin.com/in/manueltgomes and twitter http://twitter.com/manueltgomes. I also write at https://www.manueltgomes.com, so if you want some Power Automate, SharePoint or Power Apps content I'm your guy 🙂
  • I am the Owner/Principal Architect at Don't Pa..Panic Consulting. I've been working in the information technology industry for over 30 years, and have played key roles in several enterprise SharePoint architectural design review, Intranet deployment, application development, and migration projects. I've been a Microsoft Most Valuable Professional (MVP) 15 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013.
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