Before you can use an OData compatible reporting tool or integration, you need to authenticate yourself and then generate an authentication token for the third party application. That sounds pretty techy, but it's actually very simple...let us show you how!
Please note: you will need to have CRM Administrator permissions to generate a PAT.
Step 1: Log in to Prospect CRM
First of all, log into Prospect CRM here.
Step 2: Go to My profile
Click on your user profile and select 'My Profile' from the drop-down.
Step 3: Create a Token
Navigate to the Security page on the left-hand side and click on the 'Create Token' button.
Step 4: Creating PAT
Select the scope that you require. In this instance, you want access to the OData API.
Make sure you give it a useful name (Description) - one which you'll recognise when you look at the list in a month's time and wonder if you should or shouldn't revoke this token!
Step 5: Set an Expiry
Then, consider carefully the expiry date of the PAT. For security reasons, you don't want to create every PAT with an unlimited expiry, but if you plan to publish your Power BI, or other dashboards for your colleagues to access, then you probably don't want the PAT expiring as soon as you share it.
Renewing the PAT in a year might be the best compromise. Or, if you want minimal hassle and are confident about how this token is to be used, and so aren't too worried about the security implication, then select 'Never' expire. After all, you can return to this screen and revoke any PAT at any time, even if you initially set it to never expire.
Clicking 'Create' will generate your token. Don't forget to copy this token and keep it safe. Once you close the screen the token cannot be regenerated (although you can revoke it and generate a new one).
Finally, a note of caution - this PAT is like your credit card PIN. Never explicitly share it with anyone, as doing so would allow identity fraud within your organisation...other users who require PATs should generate their own, using their own credentials.