---
title: "Setting up dox42 D365 CE | Dataverse"
slug: "checklist-basic-setup"
tags: ["task", "d365CECRM", "CE V5.0"]
updated: 2025-05-22T08:42:30Z
published: 2025-06-26T09:23:23Z
canonical: "help.dox42.com/checklist-basic-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dox42.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up dox42 D365 CE | Dataverse

This article guides you through the basic steps for setting up dox42 D365 CE | Dataverse.

## Prerequisite

- You have [installed dox42 D365 CE | Dataverse](/v1/docs/installing-dox42-d365-ce-dataverse-module).

## Steps

1. [Integrate data with dox42 D365 CE | Dataverse](/v1/docs/integrating-data-with-dox42-d365-ce-dataverse).
2. [Integrate dox42 into your Microsoft Dynamics CRM or D365 CE via dox42 solution](/v1/docs/integrating-dox42-into-your-microsoft-dynamics-crm-or-d365-ce-via-dox42-solution).
  1. [Import the dox42 D365 CE solution.](/v1/docs/importing-the-dox42-d365-ce-dataverse-module-into-your-microsoft-dynamics-crm-or-d365-ce)
  2. Configure the dox42 [service connection](/v1/docs/adding-dox42-service-connections-to-microsoft-dynamics-crm-or-d365-ce) and [template configuration](/v1/docs/adding-dox42-template-configurations-to-microsoft-dynamics-crm-or-d365-ce) entities.
  3. [Add buttons to your D365 CE forms](/v1/docs/aqdd).
3. When using Power Automate: Set up a dox42 custom connector. For more information see [Generating D365 CE or Dynamics CRM Documents from Flows and Power Apps](/v1/docs/generating-d365-ce-dynamics-crm-documents-from-flows-and-power-apps).

## Result

You have set up dox42 D365 CE | Dataverse so that you can start generating documents.