Step 3c - Connect DocuFlow with Dynamics 365 Sales

Connect the Dynamics 365 Sales service account with DocuBuilder.

To create the service account seehttps://documizers.atlassian.net/wiki/spaces/DKenglish/pages/2311591356

Step by Step

  1. Start DocuFlow
    Enter Email (Username) and Password (Password) here and press [Login].
    At this first startup, a temporary user firstsetup@documizers.com is used. Please change this one!
    See above: https://documizers.atlassian.net/wiki/spaces/DK/pages/2289664001/Aanpassen+wachtwoord+tijdelijke+gebruiker+admin+admin.admin

     

  2. Go to [Plugins] → Select plugin 'Danamics 365 for Sales - retrieve file/data' → [Edit] → [Connections] → Select connection 'Dynamics Sales' → [Edit].

    1. Enter the URL where the Dynamics 365 Sales environment can be reached.

    2. Enter the username and password of the service account of Dynamics 365 Sales.For the rights on this service account see: https://documizers.atlassian.net/wiki/spaces/DKenglish/pages/2311591356

    3. only for users who use Microsoft CRM on premise (i.e. not Dynamics 365 online), the domain and CRM organization must also be entered. these on-premise environments must be accessible from DocuFlow's cloud environment.

  3. Test the connection.

     

  4. Continue with steps 2 and 3 for the plugin 'Danamics 365 for Sales - save file/data'.