The Egnyte for Dynamics integration enables users to embed an Egnyte window within a Dynamics object and Map the Dynamics record to an Egnyte folder, establishing a 1:1 relationship between a Dynamics record and an Egnyte Folder. This document covers the steps to install the integration.

 

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Installation Steps

1. Setup Microsoft Entra ID 

Create a Dynamics Service Account

Register an Egnyte App

Configure API Permissions

Configure Certificates and Secrets

2. Setup Dynamics 365 CRM Dashboard

3. Setup Dynamics Resources

4. Entity Configuration

5. Final Admin Configuration

6 Permission Settings

Setup for an Admin

Setup for Individual User or Teams

Limitations

 

Installation Steps

1. Setup Microsoft Entra ID 

Create a Dynamics Service Account

Create a Dynamics Service Account via Microsoft Entra ID by performing the following steps.

1. Log in to the Azure dashboard using the Dynamics CRM credentials (no additional Azure subscription required).
2. Navigate to Microsoft Entra ID (formerly Azure Active Directory or Azure AD) in the side menu or click here.
   

Register an Egnyte App

1. Open App registrations and Click on New registration.
   
2. Complete the provided form, including a display name, and click Register.
   
3. From the pop-up screen, copy the Application ID and Directory ID (or Tenant ID). We recommend securely storing this information for a later step in this guide.
   
4. (Optional)Click on Add Application ID URI.
   
5. Again, click on Add - this will open a popup. Customize the Application ID URI or use the one that is automatically generated. Copy URI value for later and save your changes.
   

Configure API Permissions

1. Click API Permissions in the side menu.
2. Click Add a Permission.
   
3. Choose Dynamics CRM.
   
4. Ensure that user_impersonation is checked, and then click Add permissions.
   
5. Results should be similar to the following example.
   

Configure Certificates and Secrets.

1. Choose the Certificates & secrets option from the menu in the sidebar.
2. Click New client secret and set an expiration date.
   
   

   Save the Client Secret for later use as it is only visible on this screen and cannot be obtained later.

2. Setup Dynamics 365 CRM Dashboard:

1. Log into the Dynamics CRM dashboard.  Here is an example of the URL to log in - https://<Egnyte Domain>.crm.dynamics.com
2. Navigate to Settings by clicking the gear icon on the top right corner.
3. Select Advanced Settings.
   
4. Select Security.
   
5. Click Users.
   
6. Click the New button in the top left corner and click on Application Users dropdown.
   
7. Fill out new User Information or assign an already existing user.
   
8. If adding a new user, paste the Application ID and Application ID URI with the same value (this is the Application ID value from the Azure AD that was created earlier and the user was asked to keep handy). The Azure AD Object ID can be left blank as it will be filled automatically upon saving.
9. For User Name and Primary Email, note that this user must be of TYPE 'admin' in the Egnyte Domain to which the user is connecting, and should have the same email ID. It doesn’t have to be a Microsoft organizational email ID, as shown in the example below.
   
10. Save the changes.
11. Now, the application user should be able to make API requests (ensure that all required permissions are provided). A System Administrator role will grant the ability to make API requests. Make sure to click on 'Assign Roles' and assign this user 'System Administrator' permissions in the dialog.
     

This completes the admin setup.

 

3. Setup Dynamics Resources

This will create the resources needed to add the Egnyte integration in Dynamics. Once these resources are added, the user will be able to add them to their Dynamics Entities.

1. Download HTML
2. Log in as a Dynamics Admin.
3. Navigate to Settings -> Customization -> Customize the System.
   
4. Once the new page opens, Click Web resources in the side menu and Click New.
   
5. Fill out Web Resource Form for HTML
   1. set a name e.g. ("new_") "PintWebresource".
   2. set a display name e.g."#Egnyte HTML" ("#" is to make search easier).
   3. Set Type as "webpage(HTML)".
   4. Click on the Choose File button next to upload file and upload Egnyte html web resource downloaded in the first step.
   5. Click save and then publish.
      

4. Entity Configuration

The admin can add the Egnyte iframe window to any entity associated with the integration. A folder will be created and mapped in the Egnyte file system by the selected entity.  See the following steps to create a service account in the Microsoft Azure AD environment.

1. Log in as a Dynamics Admin.
2. Navigate to Settings > Customization > Customize the System.
   
   
3. In the side menu, click Entities.
   
4. Click on the specific entity to place the Egnyte iframe. We will use Account as an example.
   
5. Expand the dropdown menu of the selected entity and Click on Forms.
   
6. Chose Specific form where the add-on should be placed.
7. Select the Insert tab.
8. Select Web Resource (It may require expanding the screen to find Web Resource in menu)
   
9. Click on the search icon and search for the form created in the previous step (“new_PintWebResource” in our example).
10. Fill out the form and click OK.
    
11. Move position to desired locations in Account Object where the user will need Egnyte files or folder.
12. Save and publish.
13. Once completed, "#Egnyte" should be visible in the forms.
    

5. Final Admin Configuration

Admin will connect Dynamics CRM to their specific Egnyte Domain in the step. Admin will also be able to configure the integration to the specific root folder in Egnyte

1. Create a new Account entry.
2. When the user opens the Egnyte Addon in edit mode, it will prompt them to map it with the Egnyte account.
3. The user will see an authorization button for the first time. Click the button and go through the Auth process. Make sure to map it to the Egnyte Admin. Enter Egnyte domain – e.g. DOMAIN.egnye.com.
   
   
   • The account used here is XX@microsoft.com to sign in to Entra ID, and in Dynamics, it should be the same User and Email ID in Egnyte as the admin. 
   • Additionally, the Application user (pint@egnyte.com in the example used) – Should be the same user and email ID used in the Egnyte domain and it must be in an active state.
4. The user will be asked to fill out a form and input Tenant ID, Application ID and client secret gathered from previous steps(this knowledge should be familiar to Dynamics admins). Additionally, the resource URL is https://<user’s dynamics subdomain>.crm.dynamics.com.
   Enter the resource URL without a slash (/) at the end (known issue). 
   The user also needs to input the Egnyte folder path – enter this path: '/Shared/CRM/Dynamics.’
   
5. Submit the form.
6. On completion, the user will see the Egnyte embedded UI to access the files.
7. To change the configuration and the default folder, click on the Settings on the bottom left corner.
   
8. The user can also reset the configuration, and by doing so, they will be redirected to the Configuration form.
   
   

   If there is a failed status on uploading files, check the browser and cookies flags. Make sure that the flag 'chrome://flags/#same-site-by-default-cookies' is disabled for the Chrome browser.

   

6. Permission Settings

Depending on the permissions allowed by the Dynamics account, the user may need to set up the following permissions for Egnyte admins and users. 

Setup for an Admin

1. Log in as a Dynamics Admin.
2. Navigate to Settings > Security.
   
3. Select Users.
   
4. Select the Admin user from the user dropdown and edit the admin user by clicking on Manage Roles.
   
5. Add the Egnyte - Service User role by checking the box. If this role is not visible, try the System Administrator profile.
   

Setup for Individual User or Teams

1. Log in as a Dynamics Admin.
2. Navigate to Settings > Security.
   
3. Select Users.
   
4. Select the individual user or team from the user dropdown and edit the user by clicking on Manage Roles.
   
5. Add Egnyte - Authorized User role. If this role is not visible, try the System Administrator profile.
   
   

   Make sure the admin is not part of the team that is being edited as their role will be reduced from 'Service User' to 'Authorized User'.

    

Limitations

• The add-on has to be visited once before the corresponding folder in Egnyte is created.
• If an object of the same name is added, a numerical folder will be created on Egnyte (for example, a folder will be added with '~2').
• Renaming a folder in Egnyte will not replicate in Dynamics.
• Microsoft Dynamics 365 for Sales (on-Premises) is not supported.
• The user’s (non-admin) Dynamics Email must match the email on their Egnyte account.

If there are still any issues, contact the CSM or reach out to support@egnyte.com.