Step 1 - Create a service account in Dymamics 365 Sales

DocuBuilder and DocuFlow are linked to Dynamics 365 Sales via a service account.Until August 2022, this account still works with 'username' and 'password', so this account may not contain an MFA.Below are the minimum permissions of the service account.

Rechten in Dynamics 365 Sales entiteiten (Kernrecords)	Rights
Account	Read	Selected account
Contact	Read	Selected contact person
CustomerRelationShip	Read
Entity with DocuBuilder	Read	Entities from which DocuBuilder is started
Activity	Create / Read / Write	Activity with created DocuBuilder document

Rechten in Dynamics 365 Sales aanpassingen	Rights
ISV-extensions	Read
Entity	Read
Attribute	Read
Relationship	Read