Adding dox42 service connections to Microsoft Dynamics CRM or D365 CE

There are two options for adding dox42 Service connections to D365 CE or Dynamics CRM.

Option 1: Adding a dox42 Service connection via the dox42 model driven app

Steps

1. Open your D365 CE.

2. Go to  Apps and select the dox42 app.
   

3. Select the New button.

4. Enter a desired name into the Name text field.

5. Enter your server URL into the Server Url text field.
   Example: https://yourcompany.dox42.online/

6. Enter the property values of you app registration into the following text fields:

   1. App Id (for AAD): Application ID

   2. Tenant Id (for AAD): Tenant ID

7. Enter your template base URL into the Template base url text field.
   Example: https://yourcompany.sharepoint.com/Dynamics365

   

8. Select the Save button.

Result

You have added a dox42 service connection.

Option 2 (for Dynamics CRM on-prem): Adding a dox42 Service connection via the dox42 custom entities

Steps

1. Open your  Dynamics CRM.

2. Go to Advanced Settings > Extensions.

3. Select the dox42 Service Connection entry.

   

   The Active dox42 Service Connections page opens.

4. Select the New button.

   

5. Enter a desired name into the Name text field.

6. Enter your server URL into the Server Url text field.
   Example: https://yourcompany.dox42.online/

7. Enter the properties values of your Entra ID app registration into the following text fields:

   1. App Id (for AAD): Application ID

   2. Tenant Id (for AAD): Tenant ID

   

8. Enter your template base URL into the Template base url text field.
   Example: https://yourcompany.sharepoint.com/Dynamics365

9. Select the Save button.

Result

You have added a dox42 Service connection.