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EN - Central connection Dynamics Sales CRM

EN - Central connection Dynamics Sales CRM

Owned by Bram van Berkum
Last updated: 13 Mar 2025
3 min read

Conditions:

  1. Acces to DocuFlow URL (xxxxxx= )Environment) (https://xxxxxxx.platform.documizers.com/DocuFlow/)

  2. Admin account in DocuFlow to login

  3. Microsoft Service account , with the correct rights to work in DocuFlow

TIP Work outside the company network, Microsoft will apply the right token to the account so DocuFlow can be used for processes.

  • Go to the DocuFlow enviroment by using the url.

  • Press the icon and go to settings.

    image-20240207-084222.png

  • Go to CRM.

    image-20250313-130617.png

Press the add icon to add a new connection

 

 

Press the edit icon to edit a connection.

 

Select a CRM connection.

Select a CRM connection and press the slidbars to test the connection.

 

Select a CRM icon and press one of the sign icons to select an environment as the standard.

 

Select a CRM connection and select the trashvan to delete the connection.

Warning! Don’t delete the wrong connection.

  1. Select Microsoft CRM , then select the add sign to make a connection.

    image-20240207-091410.png

 

  1. Enter the right data:

Name

Choose a logical en recognisable name for the connection.

 

Url

Fill in the url to the CRM environment

 

Authentication type

OAuth

 

Username

fill in the right account

 

Token

When the account is linked this will be set to present.

 

Authenticate

Press the button and login with microsoft credentials.

Tip: do this outside the company network so Docuflow alwasy has acces.

image-20240207-091524.png

 Now you can call upon this connection in the proces editor whilst using the plugin Microsoft For Dynamics for Sales 365.

 

Question? Contact support@documizers.com

 

 

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