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Add a Connector to a Form
Support
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Usage Support
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Connect
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Create a New Connector Process
Previous Step
Next Step
Steps
Before you begin
Dynamics CRM 365 Connector
Enter your Dynamics 365 URL
Configure App Service Application to use Azure Active Directory Login
Create an application registration for your Connector
Name the App Registration
Enter Application ID
Add API Access (step 1 of 3)
Add API Access (step 2 of 3)
Add API Access (step 3 of 3)
Generate Secret Key
Add Secret Key to the Dynamics CRM Connector in Kentico
Setup Tenant Admin Consent for Connector User in Dynamics 365
Create a Security Role for Dynamics Connector User
Setup Core Records Access for Security Role
Setup Customization Access for Security Role
Create an Application User for the Dynamics Connector
Assign Application User Custom Role
Authenticate using OAuth
After Authentication
Success!
Go to Forms
Edit the Form You Want to Integrate With Connect
Navigate to Connectors
Create a New Connector Process
Choose a Data Source, Connector, and Entity
Completed Matching the Fields
Create a New Connector Process
Click
New Connector Process.