Jointflows integrates with Microsoft Dynamics 365 via API.
To do so, S2S authentication is used and the connection details needs to be entered in the Settings of Jointflows.
For further information, see this Microsoft Documentation and this blog that details how to register an App for API access.
There are 4 parameters required for the integration setup:
- Org Name
- Client Secret
- Client ID
- Tenant ID
#1 Org Name
This is the name of your organisation forming the first part of your URL when you access MS CRM
https://<yourOrgName>.crm11.dynamics.com/
Create an entry of type Text called mscrm_org_name :
#2 Client Secret
This is the secret token used to authenticate.
Create an entry of type Text called mscrm_client_secret:
NOTE: When the Client Secret is generated, make sure you write it down as it cannot be recovered later on.
#3 Client ID
This is the application id. You can get in the overview of the application created in the Azure portal
In Jointflows Settings, create an entry of type Text called mscrm_client_id:
#4 Tenant ID
This is your organisation's Tenant ID:
In Jointflows Settings, create an entry of type Text called mscrm_tenant: