MS Dynamics Provider Update Documentation

This process consists of two steps:

• Step 1: Adding a new callback URL on Azure for the app that is handling the Dynamics instance.
• Step 2: Authenticate in our connector using the provided URL, user, and password.

Step 1: Adding a new callback URL on Azure for the app that is handling the Dynamics instance

1. Go to https://portal.azure.com/  and log in with your credentials.
2. In the Azure services section locate and click App registrations.
3. Find the application that is handling Dynamics and go inside you will see a page that displays the app’s info such as display name, object ID, etc.
   
   • If you have more than one or are unsure about which one is handling your Dynamics Instance please check the following:
     
     • If you already have an integration with Conversica you should be able to see a callback URL: https://auth.cloudelements.io/oauth if you go into the “Authentication” section.
     • Go into the API permissions tab, and look for a permission called Dynamics CRM.
4. Click Authentication.
5. Add the following URI: ‘https://www.workato.com/oauth/callback’ as the Redirect URI inside the authentication tab of your Azure registered app that is handling your Dynamics Instance.
6. Go to Authentication and find the Web section, Redirect URIs:

8. Click Add URI and add the new URI: ‘https://www.workato.com/oauth/callback’

9. Scroll down and click Save.

After completing all of these steps and saving, continue on to Step 2. 

Step 2: Authenticate our connector using the provided URL, user, and password

1. Navigate to the following link: https://crmauth.conversica.com/ui/index.html
2. Input the username and password that we have provided inside the communication email.
   • If you need this please reach out to your Technical Account Manager. 
3. Fill in your Dynamics connection details:
   • Authentication Type: Authorization code grant.
   • Subdomain: Your Dynamics domain (make sure there is no extra / at the end of the URL or https:// at the start).
   • Account Type: Cloud.
   • ClientID: The application (client) ID of your Azure registered app.
     
     
     Note: You can find the client ID inside your Azure registered app that is handling your Dynamics Instance.
   • Client Secret (Secret Value not Secret ID): This can be the same or a new one, you can create a new secret on the Certificates & secrets tab. 
     
     
     
   • Version: Select Enter custom value from the dropdown and input 9.2 as the value.
   • Advanced Settings: Do not modify anything here. 
     • Example:
       
        
4. Click Sign in with Microsoft.  
   
5. Verify that you receive a connection success status.