This article explains how to activate the integration between Oneflow and Dynamics.

Enable Dynamics CRM integration extension

To enable the Dynamics integration:

1. Login to Oneflow as an administrator. 
2. In Oneflow, navigate to the Marketplace and click on the Dynamics CRM extension.
   
3. Enable the extension by clicking on the toggle.
4. A pop-up window will appear with an API token. Copy the token and securely save it for later use.
   
5. Close the API token window and click the Dynamics CRM extension, then click on Go to AppSource.
   
6. You will be redirected to the Microsoft AppSource page. Click on Get it now.
   
7. You will be asked to provide profile info and give permissions to Microsoft. Click Continue. You will get redirected to the environment setup.
8. Select an environment, agree to the terms, and click Install.
   
9. Wait a few minutes until the installation is complete. Once the installation is completed, the Status field of Oneflow for Dynamics 365 will change to ‘Enabled’.
   

Configure extension in Dynamics

Once the solution is installed:

1. Go to your Dynamics environment, click on Settings > Apps, and click on Oneflow Administration model-driven app.
   
   Note:
   • If you are using the older version of the Oneflow extension (older than version 3.8.0.8), you can find “Oneflow Settings” listed in the main Settings menu.• If you are using the latest version of the Oneflow extension for Dynamics (version 3.8.0.8 or newer), go to Settings > Apps > and click on the Oneflow Administration tile.
2. The Oneflow Administration page should open for you by default. You might see the following warning:
   
3. You need to assign the Oneflow Admin or System Administrator security role to your user. You can always do this in your environment.
4. Under the Access section > Users, click See all.
5. Click on your user name.
   
6. Under the Roles section, click Manage roles.
   
7. The role you need to assign to your user is Oneflow Admin and Save.
   
8. Once done, go back to the Oneflow settings page.

Set up the Oneflow application

Go through all the steps on the Settings page to complete the setup.

1. Since we've already set up the integration, click Next.
2. Create a Oneflow account (if you don't have one yet). You can do this by following this link - https://app.oneflow.com/signup, then click Next when you're done.
3. On the Authenticate Oneflow step, paste the API token you saved when you enabled the extension in Oneflow, then click Next.
4. On the Authorize Dynamics from Oneflow step, go back to the Dynamics extension page in Oneflow.
5. Enter your Dynamics organization URL into the Dynamics CRM instance URL box and click Authorize with Dynamics CRM.
   In the pop-up window, grant consent to the Oneflow application by clicking Accept.
   
6. The Authorization with Dynamics CRM will be marked with a green checkmark when the authorization is successful.
   

7. The step below is needed to set up real-time synchronization of contracts from Oneflow to Dynamics.

   Note:

   The user who grants consent should also be a global admin in your Microsoft organization.

   We use an Azure application to sync your contract data from Oneflow to your Dynamics instance. To do that, we're not impersonating a user who grants the permissions, but we create a separate app user in your Dynamics CRM that we will use to update contract data.

8. Click Next.
   
9. In the next step, you can assign the Oneflow user security role to the Dynamics users who will use the integration. Then click Next.
10. Optionally, you can map Account/contact fields in Dynamics to participants in Oneflow and click Finish.

    Note:

    You already have a default mapping set up, but if you're using custom fields for any of the shown fields, you can specify them there.

    

That's it! Once you click on Finish, you should be done with setting up the extension in Dynamics 365.

Create a contract template

Create a contract template in Oneflow that you would like to use in Dynamics.

1. Go to Templates and click Create template or open an existing template. Alternatively, click on Template library, select a template, and click on Confirm.

2. Click on the Data fields icon in the side panel. From the Template groups dropdown, select Dynamics CRM template.
   

3. Click on the Publish button to activate the template. You can now open an opportunity (or any other supported object) and create a contract.
   

Add a widget to your opportunity form

Create a contract in Dynamics

To create a contract:

1. Login to Dynamics 365 and open an existing Opportunity or create a new one.
2. On the Oneflow widget, click the Create contract button.
3. In the pop-up window, select the participants, attach any files (optional), then click Create contract.
   
4. The contract information will appear in the widget. Click on the Contract's name to open it in Oneflow.
   
   Use the arrow buttons to navigate through subsequent contracts created for the object.
   

Supported browsers

• The latest version of Chrome

• The latest version of Firefox

• The latest version of Microsoft Edge.