Here's a guide explaining how to activate the integration between Oneflow and Dynamics.
Enable Dynamics extension
To enable the Dynamics integration on the extension page in Oneflow, go to Account -> Extensions and activate the Dynamics extension.
A pop-up window will appear containing an API token. Click on “copy” button to copy the token and save it for later use.
Close the API token window and click on Dynamics extension, then click on “Download Dynamics Package”.
You will be prompted to download a .zip file. This is a solution you will need to import into your CRM organization. Download the file and proceed to the CRM Instance you want to set up the extension with.
Install solution in your Dynamics instance
Make sure you have a system administrator role in your CRM organization.
"Log-in to Dynamics" -> "Advanced settings" -> "Solutions"
On the solution page. Click on Import button.
In the pop-up, select the .zip file you downloaded from Oneflow, and click "Next" -> "Next" -> "Import"
Configure extension in Dynamics
Once the solution is imported, close the pop-up and refresh the advanced settings page.
After the page is refreshed, you should be able to see Oneflow Settings section under the Settings.
Click "Settings" -> "Oneflow Settings".
You might see the following warning:
This means that you need to assign a “Oneflow Admin” security role to your user. You can always do this in "Settings" -> "Security" -> "Users" tab.
The role you need to assign to your user is “Oneflow admin”.
Once done, go back to the Oneflow settings page.
Go through all the steps in settings page to complete the setup:
Create a Oneflow account (if you don’t have one yet). You can do this by following this link - https://app.oneflow.com/signup
On the Authenticate Oneflow step, paste the API token you saved when you enabled the extension in Oneflow.
On the Authorize Dynamics from Oneflow step, go back to the Dynamics extension page in Oneflow, and enter your Dynamics organization URL into the Dynamics CRM instance url box.
Enter your Dynamics URL and click on “Authorize with Dynamics CRM”.
In the pop-up window, grant consent to the oneflow application:
Make sure you have global admin rights for your Microsoft tenant when authorizing Dynamics with Oneflow.
Note: The step above is needed to set up real-time synchronization of contracts from oneflow to your dynamics organization.
On the next step, you can go and assign ‘Oneflow user’ security role to the Dynamics users who are going to use the integration.
Next step is mapping your Account/contact fields to participants in Oneflow. You already have a default mapping set up, but in case 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 on Dynamics side.
Now, to create contracts you should have at least one template in your Oneflow account that belongs to Dynamics CRM template group
Create templates in Oneflow that you would like to use in Dynamics and specify template group as "Dynamics CRM template" and click Save.
Mark template as Active.
That’s it! Now, you can go to opportunity and create a contract.
Creating a contract in Dynamics
Open an opportuntity you would like to create a contract for. You’ll see Oneflow widget appearing on your opportunity form. Click on Create contract button.
In the pop-up window, select the participants and click on Create Contract.
- As a Oneflow administrator, take care to register the users with the same email address they use to log in to Dynamics account.
- If you want to remove the integration, you can disable it in Oneflow, delete the Oneflow solution from Dynamics and disable the Application user in your Dynamics instance.