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: Aanpassen wachtwoord tijdelijke gebruiker firstsetup@documizers.comarchived

   Open

   

    

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: Step 1 - Create a service account in Dymamics 365 Sales

   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.

      Open

      

3. Test the connection.

    

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