Getting started with Oneflow x Dynamics CRM - 3.8.1.18 and above

Install the Oneflow app for Dynamics

1. While on the Oneflow for Dynamics 365 app page, click Get it now.

   

2. Select the environment you wish to install Oneflow for Dynamics 365 in, and agree to the terms by enabling the checkboxes.

   

3. Click Install.

Select a Oneflow environment for Dynamics

1. In Dynamics, click on 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.

   

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

Connect Oneflow to Dynamics

1. While on the Dynamics CRM extension page, enter your Dynamics CRM instance URL in the text field. This is the URL you use to access your organization's Microsoft Dynamics account.

   

2. Click Authenticate with Dynamics CRM to proceed. You will be redirected to Microsoft Dynamics 365.
3. Sign in to your Microsoft account and click Accept for the permissions when prompted.

Upon successful authentication, you will be redirected back to the Dynamics Extension page in Oneflow.

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.

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 an environment: Production or Test.

   

4. Click Connect Oneflow to verify the connection.

   

Assigning roles

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

2. Click Manage from the sidebar.

   

3. Select Environments, and click on your preferred Oneflow environment (Production or Sandbox).

   

4. In the Access section on the right, click See all under User.

5. Click on your Dynamics user's name.

   

6. Click Manage roles.

   

7. Select a role and click Save.

   • Oneflow User: Grants access to the Oneflow contract widget inside Dynamics 365. This is the recommended role for most end users who will create and manage contracts from Dynamics records.
   • Oneflow Admin: Grants full access to the Oneflow Administration Hub, where integration settings like entity configuration, field mapping, and sync rules are managed.

   NOTE Not all users need the Oneflow Admin role. Assign Oneflow Admin only to users responsible for managing the integration configuration.

   

8. Click Save again when prompted.

Create a contract playbook

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. (https://support.oneflow.com/hc/en-se/articles/45110284008849-Create-a-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

To create contracts from an opportunity or from another preferred entity, you need to add the Oneflow widget to the interface. See, Add the Oneflow widget to a custom form to learn more.

Create a contract in Dynamics

To create a contract:

1. Log in 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. If you want to edit the contract participant details, you can click on the edit button in front of the relevant participant.

   

5. 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.

   

General settings in Oneflow for Dynamics 365

The General settings page lets you configure how Oneflow works within Microsoft Dynamics 365.

These settings help you connect accounts and contacts, choose how contracts are created, and decide how contracts open inside Dynamics.

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

   

2. Select Oneflow Administration.

   

3. On the General Settings tab, expand the sections below to configure the integration’s settings to match your preferences.

Configure account and contact fields (recommended):

• Select which entity fields in Dynamics CRM correspond to the entities in Oneflow.
• For instance, Oneflow’s “Org. number” field can be mapped to the Account Number field of the Account entity in Dynamics CRM.

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 Workspace and Template fields will be blank upon opening the form, allowing you to select an option of your choice.

• When enabled: The Workspace and Template fields will ask you to “Select a workspace/template”.
  • For each contract, you must manually select a Oneflow workspace and contract template.
     

• When disabled: The workspace and template fields will be automatically populated with the first workspace and template in the dropdown list.

  NOTE You can still select a different workspace and template, however, they are pre-filled when you open the create contract form.

Contract opening preferences

This setting lets you control your experience when opening an existing Oneflow contract from a record in Dynamics 365.

By default, the Open Oneflow contracts in a new tab toggle is turned off. This provides a seamless, integrated experience where the contract opens within the Dynamics 365 window.

When should you enable this setting? In some cases, your organization's security policies or browser settings might prevent content from loading correctly inside the Dynamics 365 window.

Enable the Open Oneflow contracts in a new tab toggle if your users experience:

• Issues with Single Sign-On (SSO) when trying to view a contract.
• A blank screen or loading errors due to browser security restrictions.

Toggling this option on will open the contract in a separate browser tab, which typically resolves these types of environmental issues.

Entity setup

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

   

2. Select Oneflow Administration.

   

3. On the Setup Entities tab, configure which Dynamics records provide party and participant data for contracts.

   

Next steps

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