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How to enable Microsoft Dynamics Data Connector

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

  Note

  • All configuration is done from Templafy Admin Center, so there are no required configuration steps on Microsoft Dynamics 365 side
  • Only top-level properties on Objects (OData API limitation) are supported, so you cannot pull data from related objects inside the top-level property.

How to set up Microsoft Dynamics with a Data Connector in Templafy

  1. In the Admin Center, access Integrations section.
  2. Go in Available tab.
  3. Find/Search for Microsoft Dynamics.
  4. Click +.
  5. Enter the required information:
    • Display Name
    • Microsoft Dynamics organization URL
    • Azure Active Directory tenant ID
  6. Click Save.

How to grant consent to Microsoft Dynamics and connect account

  1. In the Admin Center, access Integrations section.
  2. Go in Installed tab.
  3. Locate Microsoft Dynamics and click on View details.
  4. Click Grant consent.
  5. 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.
  6. 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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