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Updating client credentials for Dynamics 365 access

The client credentials you configured in Prerequisites to installing the RaiseNow Digital Fundraising Kit for Non-Profit Accelerator will expire at the date defined in Azure active directory. At this point you have to create a new secret in Azure active directory and provide that secret via the RaiseNow self-onboarding portal (user your RaiseNow manager credentials for login).

In Dynamics 365​

1. In Azure active directory, navigate to your app​

Azure active directory

2. Check the Application (client) ID in the app overview​

Azure active directory client id

3. Add a new secret and copy the value.​

warning

Please do not confuse the Secret ID with the Application (client) ID.

Azure active directory new secret

In self-onboarding​

  1. Go through self-onboarding and update the Client Secret value.
  2. Insert the Application (client) ID as Client ID in self-onboarding.
  3. Check again that the Application (client) ID matches the one from above step 2 (from Azure active directory) - it is not the Secret ID from above step 3.
info

Note that going through self-onboarding will interrupt the connection to Dynamics. Processes triggered either in Dynamics or RaiseNow will be stored in a messaging queue and will be processed once the connection is re-established. Messages older than two weeks will be deleted so be sure to reconnect before that deadline. Contact support if you experience problems.

Self-onboarding setup