This guide walks you through registering an Azure AD application so BuiltWith can authenticate with your Dynamics 365 instance and update leads automatically. You will need Azure Active Directory admin access and Dynamics 365 System Administrator access.
Step 1 - Register a new app in Azure Active Directory
Sign in to portal.azure.com with your Azure admin account. In the left menu select Azure Active Directory, then select App registrations and click + New registration.
Enter a name such as BuiltWith Integration. Under Supported account types select Accounts in this organizational directory only (Single tenant). Leave the Redirect URI blank and click Register.
On the app overview page, copy the Application (client) ID and the Directory (tenant) ID — you will need both when entering credentials into BuiltWith.
Step 2 - Configure API permissions for Dynamics 365
In your app registration, click API permissions in the left menu, then click + Add a permission. Select Dynamics CRM (search under "APIs my organization uses" if it does not appear in the list). Select Delegated permissions, check user_impersonation, and click Add permissions.
Step 3 - Create a client secret
In your app registration click Certificates & secrets. Under Client secrets click + New client secret, enter a description such as BuiltWith, choose an expiry period, and click Add.
Immediately copy the secret Value (the long string in the Value column, not the Secret ID). This value is only shown once and will be hidden after you navigate away from the page.
Step 4 - Grant admin consent
Return to API permissions in your app registration and click Grant admin consent for . Click Yes to confirm. The status column should show a green checkmark next to each permission once consent is granted.
Step 5 - Add the app as a Dynamics 365 application user
Go to admin.powerplatform.microsoft.com and select your environment. Navigate to Settings → Users + permissions → Application users and click + New app user.
Click + Add an app, search for your app registration name (BuiltWith Integration), and select it. Choose your business unit and click Create.
Open the newly created application user and assign the Salesperson security role, or a custom role that includes read and write access to the Lead entity. At minimum the role needs Create, Read, Write, Append, and AppendTo on the Lead entity.
Step 6 - Enter credentials in BuiltWith
Return to the BuiltWith Dynamics 365 connection page and fill in the following fields:
Client ID — the Application (client) ID copied in Step 1.
Client Secret — the secret Value copied in Step 3 (not the Secret ID).
Tenant ID — the Directory (tenant) ID copied in Step 1.
Dynamics 365 URL — your Dynamics 365 instance URL, for example https://yourorg.crm.dynamics.com. This can be found in the Power Platform admin centre under Environments → your environment → Environment URL.
Click Save. BuiltWith will verify the credentials with a test call to your Dynamics 365 instance. Once confirmed, lead enrichment will begin autaomatically.
If you see an authentication error, confirm that admin consent was granted in Step 4 and that the application user has the correct security role assigned in Step 5.