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Microsoft Dynamics 365

Supported Versions

Please note that using a supported version is mandatory.

Product

Supported Deployment Types

Supported Versions

Microsoft Dynamics 365

All

All

Environmental Prerequisites

Confirm the prerequisites of the corresponding integration template before continuing further, as some templates may not require all environmental prerequisites.

Connected System Configuration

Follow the steps below to add your instance as a connected system.

  1. Log into your ZigiOps instance.

  2. Navigate to Connected Systems → Add New System → MS-Dynamics and configure the following parameters:

    • Server URL → Input the URL of your instance. For example, https://example.crmx.dynamics.com.

    • Client ID → Input the Client ID of your instance.

    • Client Secret → Input the Client Secret of your instance.

    • Tenant ID → Input the Tenant ID of your instance.

    • Proxy Settings → Enables the usage of a proxy server.

  3. Examine the settings, and if they are correct, click the Save button to save the system.

Related Templates

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