Getting started with Oneflow x Dynamics CRM - 3.8.1.18 and above

Install and Configure Oneflow for Dynamics 365

Create an environment

1. Log in to Dynamics 365 and open the Power Platform admin center.

2. Click Manage in the sidebar.

   

3. Select Environments from the side panel and click + New.

   

4. Enter a name for your environment, select its Region and Type, then click Save.

   

Install the Oneflow app for Dynamics

1. Open the Oneflow for Dynamics 365 app page and click Get it now.

2. Select the environment where you want to install Oneflow and agree to the terms by checking the boxes.

3. Click Install.

Select Environment

1. In Dynamics 365, click the current app name to access the apps page.

   

2. Select Oneflow Administration.

   

3. On the Get Started tab, select an environment: Production or Test.

   

   NOTE If you have separate accounts in Dynamics 365 and Oneflow for testing and production environments: Connect your Dynamics 365 testing account to the Oneflow test environment. Connect your Dynamics 365 production account to the Oneflow production environment.

4. Click Connect Oneflow. You will be redirected to the Dynamics extension page in the Oneflow marketplace.

   NOTE Production is your live environment for end users and real business activity. A Test environment lets you experiment safely. You can create a separate Oneflow account for testing at app.test.oneflow.com.

Connect Oneflow to Dynamics 365

1. On the 'Dynamics CRM' extension page, enter your Dynamics CRM instance URL (the URL you use to access your organization’s Dynamics 365 account).

   

2. Click Authenticate with Dynamics CRM to proceed. You’ll be redirected to Microsoft Dynamics 365.

3. Sign in to your Microsoft account and click Accept when prompted for permissions.
   
   Upon successful authentication, you will be redirected back to the Dynamics extension page in Oneflow.
   The Microsoft account granting permissions should have Global Admin rights. The authorized Dynamics instance URL will be shown on this page.

   

Once Dynamics 365 is successfully connected to Oneflow, a green tick will appear on the extension page next to the "Connection to Dynamics is active" label, confirming the connection is active.

To disconnect your Oneflow account from Dynamics 365 (Warning: This action cannot be undone): Click the trash can icon next to the connected URL.

Verify your connection

1. In Dynamics 365, click the current app name to switch between apps.

2. Select Oneflow Administration.

   

3. On the Get Started tab, select Production or Test.

4. Click Connect Oneflow to verify the connection. A green check mark should appear.

   

Assigning roles

1. Log in to Dynamics 365 and open the Power Platform admin center.
2. Click Manage in the sidebar.
   

3. Select Environments and open your environment (Production or Sandbox).

   

4. Click Settings.

   

5. Expand Users + permissions and select Users.

   

6. Select your user name.

   

7. Click Manage roles.

   

8. Select a role and click Save.

   • Oneflow User: Access to the Oneflow contract widget inside Dynamics 365 (recommended for most end users).
   • Oneflow Admin: Access to the Oneflow Administration Hub to manage configuration (entities, field mapping, sync rules).

   

9. Click Save again when prompted.

   

Add the Oneflow widget to your opportunity form

Create a template for Dynamics in Oneflow

You need to activate the Dynamics template group separately for each template:

1. In Oneflow, go to Templates and click Create template or open an existing template. Alternatively, click Template library, select a template, and click Confirm.

2. Click the Data fields icon in the side panel. From the Select playbook dropdown, select Dynamics CRM Template and Save the template.

3. After setting up the template group, you can create data fields for information that should be automatically passed from Dynamics 365 objects to your Oneflow contract (recommended).

You may add data fields to a text or form section:

Text section: place the cursor where you want the data field and click the tag icon (insert data-field) in the toolbar. Choose a field and click Confirm.

Form section: click on a field in the form, then select the field from the data field dropdown and click Save.

The data fields get marked with a link icon in Form sections:

NOTE If your template has no Form field, you can add one via the + icon > Form > Add field.

4. If you wish to attach files or PDFs to contracts, add an Attachments section and a PDF document section to your template (Recommended).
5. Click Publish to activate the template.

Create a contract in Dynamics

After you have added the Oneflow widget to the form, and created a template, you may now create contracts from Dynamics 365 entities.

1. Log in to Dynamics 365 and open an existing Opportunity (or create a new one).

2. On the Oneflow widget, click Create contract.

   

3. Customize the contract name, and select your Oneflow Workspace. This will populate the Template dropdown with the templates contained in that workspace. Select a Template to proceed.

   

   INFORMATION You can customize the default behavior of the Workspace and Template dropdown fields in General settings.

4. Select which participants you want to add to the contract by clicking the checkboxes, and select a role. To set the participant type, click the pencil icon next to each participant.

   

   Role in contract: Select a role for each participant in the contract. 
         • Signatory: can sign the contract. 
         • Influencer: can edit the contract. 
         • Viewer: can view and comment on the contract.   
   
   Participant type: 
   Selecting 'Party' adds the contact as a participant in the Oneflow contract as a representative of that company/account (you can have multiple participants under one company). 
   Selecting 'Individual' will add the contact as an individual participant in the contract.
   
   

5. Attach files (optional), then click Create contract. The contract will open in a pop-up window.

   NOTE To attach files, your selected Oneflow template should contain an attachments section and/or an ‘expanded PDF’ section.

6. The contract's information appears in the Oneflow widget. Click the contract name to open it in Oneflow. Use the arrows to view additional contracts created from the object.

   

General settings in Oneflow for Dynamics 365

1. In Dynamics 365, click the current app name to go to the apps page.

   

2. Select Oneflow Administration.

   

3. On the General Settings tab, expand the sections to configure preferences.

Create contract: Workspace and Template selection 

Enable this toggle if you want to select the Oneflow Workspace and Template each time you create a contract via Dynamics 365 (the fields open blank).

If this field is disabled, the Workspace and Template fields will automatically select the first option that appears in each dropdown. This may not match your last-used selection.

Configure account and contact fields (recommended)

• Select which entity fields in Dynamics 365 map to Oneflow fields.
• Example: Map Oneflow’s Org. number to the Dynamics 365 Account Number on the Account entity.

Contract opening preferences

• Disabled: Contracts will open directly within the Dynamics 365 tab in a frame. This keeps you inside Dynamics 365 for a seamless experience.

• Enabled: Contracts will open in a separate browser tab.
  If you experience issues with Single Sign-On (SSO) or restrictive browser security settings (such as third-party cookie blocking) that prevent the contract from loading inside the Dynamics frame, enable this setting to resolve the issue.

Next steps

You can now configure Two-way sync for data fields and products.