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How to enable Microsoft Dynamics Data Connector?

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About this article

This article will explain how to set up a connection to Microsoft Dynamics which allows you to connect to Microsoft Dynamics API via the OData interface.

 

Prerequisites

 

 

 
  • All configurations are done from Templafy Admin Center, so there's 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
    • Azure Tenant Id
    • Microsoft Dynamics organization URL
  6. Click Save

 

Data_Dynamics.png

 

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

    Data_Microsoft2.png

  5. Click Accept to authorize the Templafy app installed in Azure AD to access Microsoft Dynamics
     
     
    • 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 source (if created) will remain, but cease to work.


  6. Click Connect

    Connect.png

 

 
  • 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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