Getting started with Oneflow x Dynamics CRM - Legacy

Enable Dynamics CRM integration extension

To enable the Dynamics integration:

1. Log in to Oneflow as an administrator.

2. In Oneflow, go to Marketplace → Dynamics CRM extension.

   

3. Enable the extension by toggling the switch.

   

4. Copy the API token shown in the pop-up window and save it securely.

   

5. Close the token window and click Go to AppSource.

   

6. On Microsoft AppSource, click Get it now.

   

7. Provide your profile info and consent to permissions. Click Continue.

8. Select your Dynamics environment, agree to the terms, and click Install.

   

9. Wait until installation completes. Once ready, the Status for Oneflow for Dynamics 365 will show as ‘Enabled’.

   

Configure the extension in Dynamics

Once the solution is installed:

1. In Dynamics, go to the Apps view → click Oneflow Administration.

   

   NOTE If you use an older version of the integration (before 3.8.0.8), then Oneflow Settings appears under the main Settings menu in the Advanced settings page of the legacy UI of Dynamics 365. In Oneflow integration versions after 3.8.0.8, go to Apps → Oneflow Administration.

2. If a warning appears, assign yourself the Oneflow Admin or System Administrator security role.

   

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

Follow the steps on the Settings page to complete setup.

1. Click Next to continue.

   

2. If you don’t have a Oneflow account yet, sign up at app.oneflow.com/signup.

   

3. On Authenticate Oneflow, paste your saved API token and click Next.

   

4. On Authorize Dynamics from Oneflow, go back to the Dynamics extension page.

   

5. Enter your Dynamics organization URL in the Dynamics CRM instance URL field and click Authorize with Dynamics CRM.

   

   In the pop-up, click Accept to grant access.

   

6. When authorization is successful, a green checkmark appears.

   

7. To enable real-time synchronization of contracts between Oneflow and Dynamics, complete the following:

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. Assign the Oneflow user security role to relevant Dynamics users.

   

10. Optionally, map custom Account or Contact fields to Oneflow participants.

    

    NOTE A default mapping is already set up, but you can replace it with custom field mappings if needed.

Once you click Finish, the Oneflow for Dynamics integration is ready to use.

Create a contract template

Create a Oneflow template for use in Dynamics:

1. Go to Templates → Create template, or choose one from the Template library.

2. Click the Data fields icon and select Dynamics CRM template from the Select playbook dropdown.

   

   

3. Click Publish to activate the template.

   

Add a widget to your opportunity form

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. Click Create contract in the Oneflow widget.

   

3. Select participants, attach files if needed, and click Create contract.

   

4. Contract details will appear in the widget. Click the Contract name to open it in Oneflow.

   

Supported browsers

• The latest version of Chrome
• The latest version of Firefox
• The latest version of Microsoft Edge