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
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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
Azure Tenant Id
Microsoft Dynamics organization URL
- 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 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.
- Click
Connect
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