Knowledge Base
Setting up a Dynamics 365 Sales Connection
Browse Common Categories
- Setting up a Dynamics CRM Connection
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Setting up an Integration to Dynamics CRM
- Using an Entity Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using a Multi Lookup
- Using a List Option Lookup
- Using a Relationship
- Using a MultiList Option Lookup
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Creating a Dynamics 365 Business Central Bulk Data Source
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up an Integration to Dynamics 365 Business Central
- Using an Odata Field Lookup
- Using an Entity Lookup
- Using an Activity Party
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Setting up an Integration to Dynamics CRM
- Using an Entity Lookup
- Using an Activity Party
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using a MultiList Option Lookup
- Creating a REST Service Definition
- Adding a REST Service Connection
- Configuring OAuth2 Authentication
- Configuring Exchange Token Authentication
- Creating a Service Data Source Definition
- Adding a Bulk Service Data Source
- Configure Data Source Paging
- Creating a Service Destination Definition
- Setting up an Integration to a REST Service
- Creating a Service Lookup
- Configuring Service Entities for Data Sources
- Configuring Base Settings
- Using a Service Lookup
- Using Service Variables
- Using Error Handling
Setting up a Dynamics 365 Sales Connection
- On the left side options column click Connections.
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On the Connections page click on Create Connection button.
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On the New Connection page, click on the Dynamics 365 Sales icon.
- The page to configure the Dynamics 365 Sales connection opens.
- Description – Enter a description of the connection.
- Server Address – Enter the Dynamics 365 server address. This may be a web domain or an IP address. Exclude the prefixes ‘http://’ or ‘https://’ and mark the Use SSL checkbox option instead.
- Username and Password – enter the credentials used to log in to the Dynamics 365 site
- Domain – This field is no longer required for Dynamics 365.
- After the above fields are populated, click Validate. This will validate the connection to Dynamics 365 and also populate the Organization field with the orgs that are available for this connection.
- Select the Organization to be used.
- Use SSL – mark this checkbox if SSL encryption will be used for this connection.
- Allow Meta Updates – mark this checkbox if users are allowed to update meta data information within CRM.
- Allow SmartConnect to manage Change Tables – mark this checkbox if SmartConnect is to manage the creation of CRM change tables and change transactions.
- Allow Advanced Messages – mark this checkbox if users are allowed to use the advanced messaging for CRM within SmartConnect.
- Save the connection.
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