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.
How to set up Microsoft Dynamics with a Data Connector in Templafy?
- Go to
Availabletab in Integrations management
- Click on the
- Click on
- Fill in required fields
Azure tenant ID
Microsoft Dynamics organization URL, like shown below:
How to grant consent to Microsoft Dynamics and connect account?
Consent is granted before connecting/logging in. Below steps explain how to first grant consent, next connect to account.
- Navigate to
Installedtab in Integrations management in Admin Center
- Locate Microsoft Dynamics and click on
- Click on
Grant consent. This will authorize the Templafy app that is installed in Azure AD to access Microsoft Dynamics
- This is one time step. The admin first has to authorize the Templafy App (consent) and then connect with a 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.