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 “Go to AppSource”.
You will be redirected to AppSource page. Click on “Get it now”.
You will be asked to provide profile info and give permissions to Microsoft. Click "Continue". You will get redirected to environment setup.
Choose environment and click “Install”.
Wait a few minutes until installation is finished.
Configure extension in Dynamics
Once the solution is installed, go to your Dynamics environment and proceed to Advanced settings section.
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:
Note: The step above is needed to set up real-time synchronization of contracts from Oneflow to your Dynamics organization. The user who grants consent should also be a global administrator in your Microsoft organization.
We use an Azure application to sync your contract data from Oneflow back to your Dynamics instance. To do that we're not impersonating as a user who grants the permissions, but we create a separate application user in your Dynamics CRM which we will use to update contract data. In order for this application to work, a global admin user from your Microsoft tenant should grant application consent. Unfortunately these are Microsoft's restrictions we can't avoid.
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 opportunity 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.
- When you authorize your dynamics instance in your oneflow.com account, the instance associated with your account cannot be changed. Please make sure to setup test account in oneflow in case you want to test the integration before installing the solution to your production environment.
- If you already associated an instance with your oneflow account and would like to change it, please contact our support at email@example.com
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