Integrating with Microsoft Dynamics 365 and Power Apps

Integrating your ServiceNow instance with the Microsoft Dynamics 365 and Power Apps service enables you to track your software subscriptions and to reclaim unused licenses.

重要:

This integration retrieves user subscription details for all Microsoft Dynamics 365 and Power Apps products. Furthermore, Software Asset Management provides license compliance for the products using user subscription-based models.

For optimization, Software Asset Management automatically tracks the last activity date and identifies low-usage for the following applications:

• Dynamics 365 for Sales (Professional, Premium, Enterprise)
• Dynamics 365 for Customer Service (Professional, Enterprise, Enterprise for Government, Professional Attach to Qualifying Dynamics, Sales and Customer Service Enterprise)
• Dynamics 365 for Team Members
• Microsoft Relationship Sales (MRS)

For more information about the Microsoft 365 service, see Microsoft 365 frequently asked questions.

重要:

Minimize security risks and protect information by granting access only to the necessary user or API permissions.

表 : 1. Minimal user permissions

Process	Required user role in the Microsoft Dynamics 365 and Power Apps application	Authentication scopes
Download subscriptions	Global Reader	LicenseAssignment.Read.All User.Read.All
Pull user activity	Dynamics 365 administrator	user_impersonation

Set up Microsoft Azure Active Directory

Set up Microsoft Azure Active Directory (AD).

始める前に

Role required: Global administrator and Dynamics 365 administrator in Microsoft admin center

手順

1. Log in to the Microsoft Azure portal using an admin account and navigate to Azure Active Directory.
2. Navigate to the App registrations section and select App registration under + Add.
3. On the Register an application form, fill in the fields.

   表 : 2. Register an application form fields

   Field	Description
   Name	Name of the application that you want to register.
   Supported account types	The account with the required organizational directory.
   Redirect URI	URL that accesses Azure. Typically the URL of the ServiceNow instance. 重要: You must select Web in the Select a platform drop-down list because Azure AD app must be a web application in App registration for this setup.

4. Select Register.
5. Open the application that you registered and navigate to the Overview section.
6. Collect the Application (client) ID and Directory (tenant) ID.
7. Navigate to the Certificates and Secrets section.
8. Create a client secret and collect the client secret key.
   You need the client secret key while configuring your ServiceNow instance.
9. Under API Permission, select + Add a permission and then select APIs my organization uses.
10. Select Microsoft Graph and add the necessary permissions for both Delegated and Application types as required.
    • Organization.Read.All
    • User.Read.All
    • Offline_access
11. Select Dynamics CRM and add the following permission.
    user_impersonation

    注:

    These steps aren't applicable for user_impersonation or Microsoft Dynamics CRM connection because the user_impersonation scope is offered as a Delegated permission in Microsoft Dynamics CRM.
12. Under Grant consent, select Grant admin consent.
13. In the Authentication section, under the Redirect URI, enter the redirect URI of the ServiceNow instance.

Set up Microsoft Dynamics 365 and Power Apps

Set the system-level settings for Microsoft Dynamics 365 and Power Apps.

始める前に

Role required: admin

手順

1. Go to https://admin.powerplatform.microsoft.com/.
2. Under Environments, select the environment for which you want to pull the dynamics activities.
3. From the top ribbon, select Settings.
4. Select Audit and logs.
5. Select the following check boxes.
   • Start Auditing
   • Log access
   • Read logs
6. Select Additional Audit Settings.
7. From the Settings list, select Auditing.
8. Select Global Audit Settings.
9. Select the following check boxes.
   • Start Auditing
   • Audit user access
   • Start Read Audit
   • Common Entities
   • Sales Entities
   • Customer Service Entities
10. Select OK.

Set up ServiceNow instance for Microsoft Dynamics 365 and Power Apps

Set up ServiceNow instance for Microsoft Dynamics 365 and Power Apps to track your software subscriptions and to reclaim unused licenses.

始める前に

Role required: sam_integrator

重要:

You must select the Microsoft Dynamics 365 Spoke check box for this integration while installing optional features on the Application Manager page. For more information about choosing the required SaaS applications, see Request SaaS License Management.

このタスクについて

If you’re using Software Asset Workspace, the option to create the Microsoft Dynamics 365 and Power Apps integration profile in Core UI is inactive.

手順

1. Navigate to the integration profile.

   Interface	Action
   Core UI	Navigate to All > Software Asset > SaaS License > Direct Integration Profiles. Select New. Select Microsoft Dynamics 365 and Power Apps Integration Profile.
   Software Asset Workspace	Navigate to License operations > User Subscriptions > Direct integration profiles. Select New. Select Microsoft Dynamics 365 and Power Apps from the drop-down list. Select Continue.

2. In the Display name field, enter a name of your choice.
3. Under the Calculate Activity Subflow tab in the Analyze user activity from field, select the date since when you want to pull the activity.
4. Select Save.
   A draft integration profile is created. In the Download Subscription Subflow tab, the Connection & Credential field appears and is automatically set to sn_ms_365_spoke.Microsoft_365_Graph. In the Calculate Activity Subflow tab, the Connection & Credential field appears and is automatically set to sn_ms_365_spoke.Microsoft_365_Dynamics.
5. Under the Download Subscription Subflow tab, beside the Connection & Credential field, select the preview () icon.
6. Under the Please Enter the Credential Information section, enter the values you received from Set up Microsoft Azure Active Directory.
   1. In the Tenant ID field, enter your Tenant ID.
   2. In the OAuth Client ID field, enter the OAuth Client ID.
   3. In the OAuth Client Secret field, enter the OAuth Client Secret key.
7. Select Create and Get OAuth Token.
   重要:

   This step must be executed by a user with the Global administrator role in the Microsoft admin center.
8. If you’re prompted to log in to your Microsoft 365 account, enter your Microsoft 365 credentials and log in to your Microsoft 365 account.
9. Under the Calculate Activity Subflow tab, beside the Connection & Credential field, select the Preview () icon.
10. Select Create New connection and credential alias.
11. In the Create Connection and Credential window, perform the following.
    1. In the Connection URL field, enter the connection URL.
       To fetch Connection URL, log in to the Microsoft Admin portal and navigate to Admin Centers > All admin centers > Select Dynamics 365 apps > Environments. Select the environment you want to integrate with. The environment URL is the Connection URL.
    2. Select the permission type to ensure your application accesses data correctly and securely.
       The permission type can be Application Permissions or Delegated Permissions depending on the application's data access requirements. For more information on permission types, see Software Asset Management publisher pack for Microsoft.
    3. In the OAuth Client ID field, enter the OAuth Client ID.
    4. In the OAuth Client Secret field, enter the OAuth Client Secret key.
12. Select Create and Get OAuth Token.
    重要:

    This step must be executed by a user with the Dynamics 365 administrator role in the Microsoft admin center.
13. Return to the integration profile.
14. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.

    Validating the connection verifies the Download Subscriptions and Calculate Activity APIs, but not the Reclaim Subscriptions APIs.

15. After the connection is verified, select Publish.
16. In the Publish Confirmation dialog box, select OK.
    注:

    If you clear the Download Activity check box after the integration profile is published, you must revalidate the connections and then republish the integration profile because the following events occur:

    • The Status field on the integration profile form changes to Draft.
    • The Validate connection button shows up on the form.
    • The current SAM - Refresh <displayname> Activity job gets deleted.

次のタスク

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operations > User subscription > Direct integration profiles. You can select an integration profile to view the following related lists. If all of the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:

• Software Models
• Unrecognized Subscription Identifiers
• Scheduled Jobs
• Scheduled Job Results
• Software Subscriptions
• Subscription Identifier Exclusion Rule
• Subscription User Exclusion Rule

After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see Subscription exclusions for SaaS and SSO applications.

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

Create software entitlements for the automatically generated software models to track used software against owned software.

• For more information on creating software entitlements in the Software Asset Management Core UI, see Create entitlements in Software Asset Management classic.
• For more information on creating software entitlements in the Software Asset Workspace, see Create entitlements in workspace.
• For more information on creating software entitlements using the Software Asset Management Playbook, see Create entitlements using the guided walk-through.

Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

• For more information on running reconciliation in the Software Asset Management classic application, see Run software reconciliation in Software Asset Management classic.
• For more information on running reconciliation in the Software Asset Workspace, see Run software reconciliation in the workspace.

Optimizing Microsoft Dynamics 365 subscriptions

Evaluating the software usage activity of Microsoft Dynamics 365 subscriptions helps you monitor license usage, optimize license allocation, and potentially reduce costs for the assigned licenses. Software usage activity refers to how software products are being used.

Based on the software usage activity and the incurred cost, Software Asset Management generates optimization recommendations for your software subscriptions that include the following:

• Low usage subscriptions

  Software Asset Management recommends reclaiming the low usage subscriptions. For example, if the last activity date is 60 days prior to the current date, the subscription is considered a low usage subscription.

• Consolidated subscriptions

  If a user has multiple base licenses for different Microsoft Dynamics 365 applications, Software Asset Management recommends consolidating the subscriptions to optimize licensing. This approach involves purchasing one base license and obtaining the rest as attached licenses, ensuring compliance with Microsoft's licensing terms while being more cost-effective.

  For example, if Dynamics 365 Commerce, Dynamics 365 Finance, and Dynamics 365 Human Resources base license subscriptions are purchased for a user, Software Asset Management recommends using Dynamics 365 Commerce as base license and Dynamics 365 Finance and Dynamics 365 Human Resources as attached licenses to the base license. For more information, you can download the Dynamics 365 Licensing Guide from the Dynamics 365 pricing overview page.

After completing the Integrating with Microsoft Dynamics 365 and Power Apps integration, you can view the usage activity information in the Software Subscription [samp_sw_subscription] table.

関連資料

• Reclamation rules for SaaS and SSO applications