Prerequisites

To setup Dynamics365 for Connect you will need to create a Microsoft app registration, and then link this to your Dynamics account by creating a Dynamics app user.

Once you have completed these steps, you should have the below information.

1. Your Dynamics URL.
2. Your Dynamics contacts app ID.
3. A Microsoft app registration tenant ID.
4. A Microsoft app registration client ID.
5. A Microsoft app registration client secret.

To get this information follow the below guides.

• Geting your Dynamics URL
• Getting your Dynamics contacts app ID
• Creating a Microsoft app registration
• Linking your Microsoft app registration to Dynamics

Once you have completed the above steps and have this information, follow the below guide.

• Enabling Dynamics in Connect