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Connect Microsoft Dynamics to Tenfold

To connect Microsoft Dynamics to Tenfold, you must use OAuth with Client ID & Secret.

You will need the following information from your Dynamics environment:

  • Client Id (Application ID)

  • Client Secret

  • Tenant Id (Directory ID)

OAuth Integration with Client ID & Secret

  1. Log in to your Microsoft Dynamics instance using the API/service account user you set up for Tenfold.

  2. Log in to the Tenfold Dashboard with a Tenfold administrator account.

  3. Navigate to Company Settings > CRM.

  4. Select Microsoft Dynamics in the dropdown menu.

    SelectMSDynamicsCredentials.png

  5. Click Authentication type and select OAuth from the list.

  6. In the following information:

    • Hostname - Your Organization's Dynamics hostname (the URL that you use to connect to Microsoft Dynamics. Example: https://yourcompany.dynamics.com)

    • Oauth Client Id

    • Oauth Client Secret

    • Oauth Tenant Id

    msdynamicsoauthinput.jpg

  7. Click Save.

    The the bar at the top of the page turns green to indicate Tenfold is connected to Microsoft Dynamics.

    NOTE: If you are having trouble connecting, such as an authentication error, please review the MS Dynamics OAuth and Application User Creation

    NOTE: If you see a red bar with the text "object Object error," see Troubleshoot the object Object error when connecting Tenfold and DynamicsTroubleshoot the object Object error when connecting Tenfold and Dynamics for assistance.

Advanced Options

The following advanced options can be configured for any Dynamics authentication type:

  • Minimum search string length: The minimum number of characters that a user can type to initiate a search for a CRM object.

  • Digits to Match: The number of digits of the phone number that Tenfold will use to match Dynamics records. Decrease this number if records are not being returned in the Tenfold UI.

  • Exact match on telephone number: Requires a phone number in the Tenfold UI to exactly match a phone number in the CRM to be considered a match.

  • Search the Contact entity: Allows Tenfold users to search Contacts through the Tenfold UI.

  • Search the Account entity: Allows Tenfold users to search Account through the Tenfold UI.

  • Search the Lead entity: Allows Tenfold users to search Lead through the Tenfold UI.

  • Manually Close Phone Call Records in Dynamics: If enabled, Phone Call records will remain in open state until manually closed.

  • Security Protocol: The security protocol may need to be changed to a different protocol if Tenfold is not able to connect to your Microsoft Dynamics instance.

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