Tuesday, October 10, 2017

Easy way to get the Dynamics CRM Realm ID for server-based SharePoint integration

Server-based SharePoint integration in Dynamics CRM actually uses the same techniques as high-trust SharePoint app (For more background read Security in SharePoint Apps – Part 1) that you can develop yourself. SharePoint apps (or add-ins) use Appprincipals (a separate identity for an app) to act on your behalf when interacting with SharePoint. SharePoint knows that it can trust the request from the AppPrincipal when it is correctly registered. So one of the steps in Configure server-based authentication with Microsoft Dynamics 365 (on-premises) and SharePoint on-premises  requires you to register the AppPrincipal. To be able to use Register-SPAppPrincipal, you will need the CRMRealmId.

But there is an easier way to get to the crmrealmid than described in the walkthrough (if you forgot to note it down as suggested by the article) – you can simply go to the Settings>Customizations>Developer Resources and use the instance reference ID.


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