Before authenticating a Dynamics 365 account in Pitchly, you must complete a one-time setup in the Microsoft Entra Admin Center. This allows Pitchly to connect securely to your Dynamics environment.
Permissions Required
Admin access to both Microsoft Entra Admin Center and Pitchly
IMPORTANT: These steps must be completed before you can authenticate a Dynamics 365 account in Pitchly.
Step 1: Register a New App in Microsoft Entra
Navigate to Microsoft Entra Admin Center.
In the left panel, click App registrations.
Click + New registration.
Fill out the form:
Name your app (e.g., Pitchly Integration)
Supported account types: Choose the option that fits your org’s access policies
Under Redirect URI, select Web and enter:
https://platform.pitchly.com/integrations/oauth/callback
Click Register.
Step 2: Grant API Permissions to the App
Open the app registration you just created.
In the left panel, click API permissions.
Click + Add a permission.
Select Dynamics CRM (you may need to search for it).
Choose Delegated permissions, then check the box for:
user_impersonation
Click Add permissions.
Return to the API permissions screen and click Grant admin consent.
TIP: We recommend creating a dedicated user in Dynamics for this integration. This allows you to control access to records and fields via user-level security.
Step 3: Gather Your Credentials
To connect Dynamics 365 to Pitchly, collect the following:
Tenant ID – Found in the Directory (tenant) ID section of your Entra app
Client ID – Found in the Application (client) ID
Client Secret –
Go to Certificates & secrets
Click + New client secret
Copy the generated value
Note: This is different from the Secret ID and is only shown once
Dynamics Environment URL – Typically formatted like:
https://your-org-name.crm.dynamics.com
IMPORTANT: Store the client secret securely. It will only be displayed once.
Once you’ve collected these credentials, you’re ready to:
Authenticate Your Dynamics 365 Account in Pitchly