This article explains how to set up a connection to Microsoft Dynamics which allows you to connect to Microsoft Dynamics API via the OData interface.
Prerequisites
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Note
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How to set up Microsoft Dynamics with a Data Connector in Templafy
- In the Admin Center, access Integrations section.
- Go in Available tab.
- Find/Search for Microsoft Dynamics.
- Click +.
- Enter the required information:
- Display Name
- Microsoft Dynamics organization URL
- Azure Active Directory tenant ID
- Click Save.
How to grant consent to Microsoft Dynamics and connect account
- In the Admin Center, access Integrations section.
- Go in Installed tab.
- Locate Microsoft Dynamics and click on View details.
- Click Grant consent.
- Click Accept to authorize the Templafy app installed in Microsoft Entra ID to access Microsoft Dynamics.
Note
- This is a one-time step. The admin first has to authorize the Templafy App (consent) and then connect with an account that the admin wants Templafy to use to connect to Microsoft Dynamics
- If this is revoked/disconnected the data connector stops working. External data sources (if created) will remain but cease to work.
- Click Connect.
Note
Once the data connector has been set up, you can navigate to the Resources to add the relevant external data sources.
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