- A. Set up a Microsoft Dynamics 365 CRM connection
- B. Edit Microsoft Dynamics 365 CRM application details
- C. Edit advanced Microsoft Dynamics 365 CRM settings
- D. Save and authorize the Microsoft Dynamics 365 CRM connection
A. Set up a Dynamics 365 CRM connection
Start establishing a connection to Dynamics 365 CRM in either of the following ways:
- From the Resources menu, select Connections. Then, click + Create connection at the top right.
– or –
- While working in a new or existing integration, you can add an application to a flow by clicking a source or destination.
In the resulting Application list, select Microsoft Dynamics 365 CRM.
B. Edit Microsoft Dynamics 365 CRM application details
At this point, you’re presented with a series of options for providing Microsoft Dynamics 365 authentication.
Name (required): Provide a clear and distinguishable name as soon as the connection is created. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.
Subdomain (required): Enter the unique portion of the dynamics.com address that you visit to log in to your portal. For example, if your portal is found at https://my-corp.dynamics.com, then enter my-corp for the subdomain.
3. Edit advanced Microsoft Dynamics 365 CRM settings
Continuing in the Connection dialog, you have the opportunity to provide additional configuration information, if needed, for the Microsoft Dynamics 365 CRM connection.
D. Save and authorize the Microsoft Dynamics 365 CRM connection
Click the Save and authorize button in integrator.io to commit your changes and proceed to log in with Microsoft. Enter the email address of your registered Microsoft Dynamics 365 CRM account and click Next.
Enter the password for your Dynamics 365 CRM account, and then click Sign in.
Click Accept to create the connection.