{"id":24752,"date":"2024-09-01T11:24:52","date_gmt":"2024-09-01T11:24:52","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=24752"},"modified":"2025-06-04T11:05:26","modified_gmt":"2025-06-04T11:05:26","slug":"oauth-what-why-and-how","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/oauth-what-why-and-how\/","title":{"rendered":"OAuth: What, Why and How"},"content":{"rendered":"\n<h2 id=\"h-what-is-oauth\">What is OAuth?<\/h2>\n\n\n\n<p>In Short &#8211; OAuth helps to improve user security and provides support for options like multi-factor authentication (MFA).<\/p>\n\n\n\n<p>OAuth is an open standard that is designed to provide access delegation to a third party to view resources and information of services commonly on the internet without a user providing their password. This means that an authorized service can provide limited\/controlled access to a third party (like intelli-CTi&#x2122;) with the approval of the owner of the resource.<\/p>\n\n\n\n<p>This means that OAuth does not share the user\u2019s password but instead uses authorized tokens to provide an identity between the third-party and the target resource. <\/p>\n\n\n\n<h2 id=\"h-why-intelli-cti-supports-oauth\">Why intelli-CTi&#x2122; supports OAuth<\/h2>\n\n\n\n<p>intelli-CTi&#x2122; provides the use of OAuth to connect to Microsoft Dynamics 365 Online for a safer and more secure method of using the product (view below diagram for an overview). Additional benefits include support for multi-factor authentication, as well as no longer needing to store the user\u2019s password.<\/p>\n\n\n\n<p>intelli-CTi&#x2122; will ask for two basic delegations which include: signing in and reading the signed-in users\u2019 profile, and user impersonation within Dynamics CRM. Since Microsoft Dynamics 365 supports and manages its users and user security roles, the required delegations of intelli-CTi&#x2122; are deliberately kept low. Once authorized, intelli-CTi&#x2122; will be acting as the signed-in user and that user\u2019s security roles will be enforced as normal.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" width=\"391\" height=\"254\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2019\/08\/index.png\" alt=\"\" class=\"wp-image-24754\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2019\/08\/index.png 391w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2019\/08\/index-300x195.png 300w\" sizes=\"(max-width: 391px) 100vw, 391px\" \/><figcaption><strong>Simplified OAuth Process<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n<h2 id=\"h-how-to-enable-oauth-within-intelli-cti\">How to enable OAuth within intelli-CTi&#x2122;<\/h2>\n\n\n\n<p>The option to use OAuth can be found in the S<em>ervice Connection Settings <\/em>of the <em>Integration Service for Dynamics 365<\/em> within the<em> Breeze Configuration<\/em>. By default, this option is unchecked.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"736\" height=\"573\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2019\/08\/e5p4XpJYJK.png\" alt=\"\" class=\"wp-image-24755\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2019\/08\/e5p4XpJYJK.png 736w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2019\/08\/e5p4XpJYJK-300x234.png 300w\" sizes=\"(max-width: 736px) 100vw, 736px\" \/><\/figure>\n\n\n\n<p>OAuth is supported in v4.2 of <strong>intelli-CTi&#x2122;<\/strong> <strong> for Microsoft Dynamics 365<\/strong> <strong>CRM<\/strong>.<\/p>\n\n\n<p><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\">&nbsp;<\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">&nbsp;<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"\/help\/\">intelli-CTi Help Center<\/a><\/li>\n<li><a href=\"\/help\/faqs\/\">intelli-CTi FAQs<\/a><\/li>\n<li><a href=\"\/help\/troubleshooting\/\">intelli-CTi Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/how-to-guides\/\">intelli-CTi How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">intelli-CTi Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">intelli-CTi Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table><div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-24752\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/oauth-what-why-and-how\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-24752\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/oauth-what-why-and-how\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/oauth-what-why-and-how\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>What is OAuth? In Short &#8211; OAuth helps to improve user security and provides support for options like multi-factor authentication (MFA). OAuth is an open standard that is designed to provide access delegation to a third party to view resources and information of services commonly on the internet without a user providing their password. This &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/oauth-what-why-and-how\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">OAuth: What, Why and How<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-24752\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/oauth-what-why-and-how\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-24752\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/oauth-what-why-and-how\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/oauth-what-why-and-how\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[164,14,23,193],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - 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