Please prepare your Microsoft Dynamics 365 environment first before you add the Dynamics Connector in Spotler Connect by installing the Spotler solution and setup the application user:
To connect your Dynamics 365 environment you need to to activate the Dynamics integration on the Spotler Connect integration platform. The Microsoft Dynamics 365 connector is onboarded through Connect's onboarding wizard. This step-by-step plan contains the following steps:
- Step 1 – Selecting the connector
- Step 2 – Preset
- Step 3 – Authentication
- Step 4 – Billing Information
- Step 5 – Summary
- Step 6 – Confirmation
- Step 7 – First import and activation
To onboard the Microsoft Dynamics 365 connector, please make sure the following credentials are available. These need to be provided by the client after the setup of the application user:
- Client ID
- Client Secret
- Tenant ID
Step 1 - Selecting the connector
When logging into Connect, click the New connector button on the dashboard. This will open the onboarding wizard.
Select the Microsoft Dynamics 365 connector from the list of available connectors. If you want to move to a different tab in Connect at any time during the onboarding process, you can save the connector as a draft. When Microsoft Dynamics 365 is selected, click Next.
Step 2 – Preset
For Microsoft Dynamics 365, you can choose to configure connector manually to manually set up the connector. Click Next.
When configuring the connector manually, it is recommended to familiarise yourself with the available options first. For detailed information, read our manual integration article.
Step 3 – Authentication
Fill in the URL of your Microsoft Dynamics 365 environment and choose for Cloud or On-premise.
If you are using the cloud version of Dynamics 365, you will need to fill in the following 3 details to connect to your system:
- Client ID
- Client Secret
- Tenant ID
On-premise version
If you are using the on-premise version of Dynamics 365, you will need to fill in the following 4 details to connect to your system:
- Username
- Password
- Domain
- Authentication type
Step 4 – Billing Information
To continue, fill out any remaining billing information. If all information has been filled out previously, this step may be skipped. Click Next.
Step 5 – Summary
A summary of the selected preset for the integration will be displayed. The blue underlined text is clickable and represents a preset configuration. Any configuration options that still need to be completed will appear as questions or placeholders on this screen. These must be configured before proceeding. Once completed, click Next.
Step 6 – Confirmation
This is the final step before the connector is activated. Once Next is clicked, the connector will be created, and data import will begin. Click Next to activate the connector.
Step 7 – First import and activation
After activation, the import progress can be tracked through the progress bars. The connector will now import data from your Dynamics 365 system. By default, the connector will import data looking back a predetermined amount of time:
- Organisations: 10 years
- Contacts: 10 years
This means that for this initial import, any organisation from the past 10 years will be imported into Connect. It also means that virtually any organisation that has ever been created (and not deleted) will be imported into Connect as well.
Depending on the amount of data being imported, the first import can take up to an hour. This screen can be navigated away from and reopened later by clicking the Dynamics 365 connector icon on the dashboard home screen.
While exporting, the status icon below the connector icon may still display as inactive. Some time after the first export, the status will change to ‘operational’. An email confirmation will also be sent when the first export is complete. Once you have received this email, the connector is operational.
Your connector is now operational. New organisations, contacts and contact lists will be imported as they are created in Microsoft Dynamics 365 itself.