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Dynamics 365 Supported Versions and Authentication Methods

 

Connecting to Dynamics 365

SyncApps supports the latest Dynamics 365 API, PowerApps, and authentication methods so join 1000s of subscribers enjoying the benefits of simple to use, powerful integration today. 

First, let's dive into the simple framework of Microsoft Dynamics for an easy transition or flow.

What Is Microsoft Dynamics and Which Versions Are Supported? 

Dynamics 365 is a multi-solution platform created by Microsoft. It incorporates both the Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software applications.

See all the Dynamics 365 integrations here.

Now, let us dig into the authentication features of each version:

Dynamics 365

  • Dynamics 365 (Multi-Factor Authentication)
  • On-Premise with Internet Facing Deployment (IFD) enabled. Authentication uses Active Directory Federation Services (ADFS) including ADFS chaining. 

Currently, SyncApps supports Dynamics 365 MFA and ADFS authentication

Do You Need To Find Out Your Web Services URL?

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You can easily find out your web services URL by trying our feature that is featured in Step 1 of your integration or Set Up setup.

In case you have any trouble or your system does not use the above configuration, contact our support team with authentication type and test credentials for connection testing.

We’re always happy to help!

Note: if you host your CRM with a vendor other than Microsoft, try our URL checker in Step 1 of your integration or Set Up.

*Web Service URL (Organization Service)

*SyncApps supports Federated Authentication for Dynamics 365.

Dynamics 365 and On-Premise Configuration 

It includes the following authentication types outlined below: 

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MFA (Multi-Factor Authentication)

You will simply need to log in with your credentials for Dynamics 365 and authenticate, then you will be redirected back to Step 1 to continue your integration Set Up. 

  • This is the default authentication method in SyncApps
  • Please use the Dynamics CRM URL instead of your Organizational URL.​

A few Dynamics 365 setup items are needed for MFA as explained below by Microsoft:

Prerequisites

To configure user consent, you need:

  • A user account. If you don't already have one, you can create an account for free.
  • A Global Administrator or Privileged Administrator role.

Configure user consent settings

To configure user consent settings through the Azure portal, do the following:

  1. Sign in to the Azure portal as a Global Administrator.

  2. Select Azure Active Directory > Enterprise applications > Consent and permissions > User consent settings.

  3. Under User consent for applications, select which consent setting you want to configure for all users.

  4. Select Save to save your settings.

Note:

If you use Power Apps please select this feature in Step 1 after your preferred authentication method and input your Contact, Lead, or Account custom table name.  

Claims-Based Authentication (Active Directory Federation Services - ADFS)

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You will need to specify 2 URLs:

  • Web Service URL
  • Security Token Service (STS) URL

EXAMPLE:

I have Dynamics 8.2 on-prem with an ADFS server.  I think I need claims-based authentication for this, right?

Yes, you will need to use the below configuration for Claims-Based Authentication:

  1. Authentication Type: Claims-Based Authentication - Active Directory Federation Services (ADFS)
  2. Web Service URLhttps://company.company.com/XrmServices/2011/Organization.svc
  3. STS WSDL URLhttps://fs.company.com/adfs/services/trust/mex

Consult with your IT support for further technical assistance.

Video Guides

See the Mailchimp for Dynamics 365 detailed guide here.

See the Constant Contact for Dynamics 365 detailed guide here.

Need Some Help with a Human Touch?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone have to be scheduled in advance.

FAQs

Check out these Help Desk articles for answers to frequently asked questions.

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