updated deployment instructions

Author: Dmitry Kozlov

README.md

@@ -1,60 +1,64 @@
-# Azure Functions for retriving data from SharePoint Online, Dynamics CRM, and Dynamics 365 Business Central using Azue AD App and Microsoft Graph API
+# Azure Functions for retriving data from SharePoint Online, Dynamics CRM, and Dynamics 365 Business Central using Entra ID app, Microsoft Graph API and Dynamics 365 Business Central API
 
-This repository contains Azure Functions for retrieving data from a SharePoint list, Dynamics CRM, and Dynamics 365 Business Central. These functions can be used anonymously without additional authentication and requesting permissions from the end-user. For instance, they can be utilized in public web forms as data sources for choice fields, e.g. drop-downs, checkboxes, or radios. For more inforamtion on how to install and use them, read articles on retrieving data from [SharePoint Online](https://medium.com/plumsail/how-to-provide-public-access-to-sharepoint-online-list-data-via-azure-function-using-azure-ad-app-f25f881d7328) and [Dynamics 365 Business Central](https://medium.com/plumsail/how-to-retrieve-data-from-dynamics-365-business-central-via-azure-function-and-use-it-in-public-aa219b0443cc).
+This repository contains Azure Functions for retrieving data from a SharePoint list, Dynamics CRM, and Dynamics 365 Business Central. These functions can be used anonymously without additional authentication and requesting permissions from the end-user. For instance, they can be utilized in public web forms as data sources for choice fields—dropdowns, checkboxes, or radios. For more inforamtion on how to install and use them, read articles on retrieving data from [SharePoint Online](https://plumsail.com/blog/how-to-provide-public-access-to-sharepoint-online-list-data/), [Dynamics 365](https://plumsail.com/blog/how-to-retrieve-data-from-dynamics-365-crm/) and [Dynamics 365 Business Central](https://plumsail.com/blog/how-to-retrieve-data-from-dynamics-365-business-central/).
 
 ## Installation
 
 ### SharePoint
 
-1. Sign in to your Office 365 tenant as tenant administator and navigate to Azure Active Directory admin center.
-2. [Register an Azure AD app](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app) and add application permissions to read data from SharePoint sites via **Microsoft Graph API** (Sites.Read.All).
+1. Open [Microsoft Entra admin center](https://entra.microsoft.com/)
+2. [Register an app](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app?tabs=client-secret#register-an-application) and add application permissions to read data from SharePoint sites via **Microsoft Graph API** (Sites.Read.All).
 3. Grant admin consent for your tenant.
-4. Sign in to Azure Portal, [create function app](https://docs.microsoft.com/en-us/azure/azure-functions/functions-create-function-app-portal) and deploy FunctionApp project.
-5. Set up [application settings](https://docs.microsoft.com/en-us/azure/azure-functions/functions-how-to-use-azure-function-app-settings) for your function app:
+4. Fork this repository.
+5. Sign in to the [Azure portal](https://portal.azure.com/), [create a function app](https://docs.microsoft.com/en-us/azure/azure-functions/functions-create-function-app-portal), and deploy your forked repository.
+6. Set up [Environment variables](https://learn.microsoft.com/en-us/azure/azure-functions/functions-how-to-use-azure-function-app-settings) for your function app:
 
 Name | Description
 --- | --- 
-SharePoint:AzureApp:ClientId | Id of the Azure AD app
-SharePoint:AzureApp:ClientSecret | Client Secret of the Azure AD app
-SharePoint:AzureApp:Tenant | Office 365 tenant, ex.: contoso.onmicrosoft.com
+SharePoint:AzureApp:ClientId | The Application (client) ID of the Entra ID app
+SharePoint:AzureApp:ClientSecret | The Client secret of the Entra ID app
+SharePoint:AzureApp:Tenant | Your Microsoft 365 tenant, ex.: contoso.onmicrosoft.com
 SharePoint:ListData:SiteUrl | The absolute URL of the source site, ex: https://contoso.sharepoint.com/sites/mysite
 SharePoint:ListData:ListName | The name of the source list
 
 ### Dynamics 365 CRM
 
-1. Sign in to your Office 365 tenant as tenant administator and navigate to Azure Active Directory admin center.
-2. [Register an Azure AD app](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app) and add delegated permissions to Dynamics CRM: **Dynamics CRM** → **user_impersanation**.
-3. Sign in to Azure Portal, [create function app](https://docs.microsoft.com/en-us/azure/azure-functions/functions-create-function-app-portal) and deploy FunctionApp project
-4. Copy URL of **D365-CRM-Authorize** function and add it to **Authentication** → **Redirect URIs** of the Azure AD app
-5. Set up [application settings](https://docs.microsoft.com/en-us/azure/azure-functions/functions-how-to-use-azure-function-app-settings) for your function app:
+1. Open [Microsoft Entra admin center](https://entra.microsoft.com/)
+2. [Register an app](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app?tabs=client-secret#register-an-application) and add delegated permissions to Dynamics CRM: **Dynamics CRM** → **user_impersanation**.
+3. Fork this repository.
+4. Sign in to the [Azure portal](https://portal.azure.com/), [create a function app](https://docs.microsoft.com/en-us/azure/azure-functions/functions-create-function-app-portal), and deploy your forked repository.
+5. Copy the URL of the **D365-CRM-Authorize** function and paste it to **Authentication** → **Web** → **Redirect URIs** of the Entra ID app
+6. Set up [Environment variables](https://learn.microsoft.com/en-us/azure/azure-functions/functions-how-to-use-azure-function-app-settings) for your function app:
 
 Name | Description
 --- | --- 
-Dynamics365.CRM:AzureApp:ClientId | Id of the Azure AD app
-Dynamics365.CRM:AzureApp:ClientSecret | Client Secret of the Azure AD app
-Dynamics365.CRM:AzureApp:Tenant | Office 365 tenant, ex.: contoso.onmicrosoft.com
-Dynamics365.CRM:AzureApp:DynamicsUrl | URL of the Dynamics CRM, ex.: https://contoso.crm.dynamics.com
+Dynamics365.CRM:AzureApp:ClientId | The Application (client) ID of the Entra ID app
+Dynamics365.CRM:AzureApp:ClientSecret | The Client secret of the Entra ID app
+Dynamics365.CRM:AzureApp:Tenant | Your Microsoft 365 tenant, ex.: contoso.onmicrosoft.com
+Dynamics365.CRM:AzureApp:DynamicsUrl | The URL of your Dynamics CRM, ex.: https://mycompany.crm4.dynamics.com
 
-6. Copy URL of **D365-CRM-Authorize**, open it in your browser, and provide the app with the requested permissions. After that, all functions for Dynamics 365 CRM will perform on behalf of your account. The end-user will not be asked for permissions.
+7. Copy the URL of the **D365-CRM-Authorize**, open it in your browser, and approve the permission request. After that, all requests to Dynamics 365 CRM will perform on behalf of your account. The end-user will not be asked for permissions.
 
 ### Dynamics 365 Business Central
 
-1. Sign in to your Office 365 tenant as tenant administator and navigate to Azure Active Directory admin center.
-2. [Register an Azure AD app](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app) and add delegated  permissions to read/write financials data via **Microsoft Graph API** (Financials.ReadWrite.All).
-3. Sign in to Azure Portal, [create function app](https://docs.microsoft.com/en-us/azure/azure-functions/functions-create-function-app-portal) and deploy FunctionApp project
-4. Copy URL of **D365-BC-Authorize** function and add it to **Authentication** → **Redirect URIs** of the Azure AD app
-5. Set up [application settings](https://docs.microsoft.com/en-us/azure/azure-functions/functions-how-to-use-azure-function-app-settings) for your function app:
+1. Open [Microsoft Entra admin center](https://entra.microsoft.com/)
+2. Register an app](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app?tabs=client-secret#register-an-application) and add delegated permissions to Dynamics 365 Business Central: **Dynamics 365 Business Central** → **Financials.ReadWrite.All**.
+3. Fork this repository.
+4. Sign in to the [Azure portal](https://portal.azure.com/), [create a function app](https://docs.microsoft.com/en-us/azure/azure-functions/functions-create-function-app-portal), and deploy your forked repository.
+5. Copy the URL of **D365-BC-Authorize** function and add it to **Authentication** → **Web** → **Redirect URIs** of the Entra ID app
+6. Set up [Environment variables](https://learn.microsoft.com/en-us/azure/azure-functions/functions-how-to-use-azure-function-app-settings) for your function app:
 
 Name | Description
 --- | --- 
-Dynamics365.BusinessCentral:AzureApp:ClientId | Id of the Azure AD app
-Dynamics365.BusinessCentral:AzureApp:ClientSecret | Client Secret of the Azure AD app
-Dynamics365.BusinessCentral:AzureApp:Tenant | Office 365 tenant, ex.: contoso.onmicrosoft.com
-Dynamics365.BusinessCentral:Customers:Company | The name of the source company of customers
-Dynamics365.BusinessCentral:Vendors:Company | The name of the source company of vendors
-Dynamics365.BusinessCentral:Items:Company | The name of the source company of items
-
-6. Copy URL of **D365-BC-Authorize**, open it in your browser, and provide the app with the requested permissions. After that, all functions for Business Central will perform on behalf of your account. The end-user will not be asked for permissions.
+Dynamics365.BusinessCentral:AzureApp:ClientId | The Application (client) ID of the Entra ID app
+Dynamics365.BusinessCentral:AzureApp:ClientSecret | The Client secret of the Entra ID app
+Dynamics365.BusinessCentral:AzureApp:Tenant | Your Microsoft 365 tenant, ex.: contoso.onmicrosoft.com
+Dynamics365.BusinessCentral:AzureApp:InstanceId | Your Business Central ID: https://businesscentral.dynamics.com/{instanceId}/?referrer=office
+Dynamics365.BusinessCentral:Customers:Company | The name of the source company for D365-BC-Customers function
+Dynamics365.BusinessCentral:Vendors:Company | The name of the source company for D365-BC-Vendors function
+Dynamics365.BusinessCentral:Items:Company | The name of the source company for D365-BC-Items function
+
+7. Copy the URL of the **D365-BC-Authorize**, open it in your browser, and approve the permission request. After that, all requests to Business Central will perform on behalf of your account. The end-user will not be asked for permissions.
 
 ## License ##