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To connect Dynamics to Proposify, start by going to the Automations list and finding Dynamics under “CRM” connections.
Connecting Dynamics is a bit more involved than our other Automations. You'll need an admin in Dynamics and Azure to set up the connection.
The following steps will create an Application User to send requests to Dynamics on your behalf. Setting up a client credentials connection is a two-step process:
- Create an “App” in Azure
- Create an “Application User” in Dynamics
Create an app in Microsoft Azure
To start, log in to Azure Portal and select "App registrations"
Click "+ New registration"
Enter a name and select "Accounts in this organization directory only"
Scroll down and add a redirect URI. Select “Web” in the first dropdown and paste “https://oauth2.na-integrations.proposify.com/callback” into the URL. Next click “Register”
Go to API permissions and click “+Add a permission”
Select Dynamics CRM
Find and select "user_impersonation", then click "Add permissions"
Next, click on "Grant admin consent" and confirm.
Navigate to "Certificates & secrets" and click "+ New client secret"
Set a name, expiration date, and “Add”
Take note of the Value. Copy this and save it for later. You'll need it when connecting to Proposify.
Note: Secret ID is not needed for connecting, only the Value.
Return to the Overview page and take note of the Application (client) ID. Save this as we'll need to use this in Proposify as well to connect.
Add the app as an App User to Dynamics
Log in to Power Platform admin center.
Select Environments and choose your Dynamics Environment.
Find and click on "S2S apps"
Click on "+New app user" at the top of the page.
Click on "+Add an app" and find the app you create in Azure portal (above).
You can search using the name or Application ID you saved earlier.
Select a Business unit, any Security roles you want to give the Proposify Client, and then click "Create"
Connecting in Proposify
Now that you have the Azure app and Application user in your environment, you can head into Proposify to complete the connection.
Go to "Integrations" -> "Automations", and find MS Dynamics CRM.
Under "Connection", you'll have 4 settings to fill in for Dynamics.
| Web API URL |
https://my-org.api.crm.dynamics.com/ Replace my-org with the org for your Dynamics instance |
| Scopes |
https://my-org.crm.dynamics.com/user_impersonation offline_access
Replace my-org with the org for your Dynamics instance |
| Client ID | This is the Application (client) ID saved in the previous steps |
| Client Secret | This is the Value saved in the previous steps when creating the Client Secret |
Once all are input, click on Connect for Dynamics and Proposify.