Knowledge Base
Setting up a Dynamics 365 Sales Connection
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- 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
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Setting up a Dynamics 365 Sales Connection
- On the left side options column click Connections.
-
On the Connections page click on Create Connection button.
-
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.
Support