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Microsoft Dynamics 365 Sales

Install Microsoft Dynamics 365 Sales integration

The Microsoft Dynamics 365 Sales integration can be found here. Please install it in your environments before proceeding with the steps below.

Connecting a Microsoft Dynamics 365 Sales account

  1. Click on Connect AccountClick connect account

  2. Type in a value for the Tenant ID. This can be any ID of your choosing. And then click on Get connection linkGet connection link

  3. A new link will be generated. Clicking on the link will open a new tab with the list of integrations. You can share this link with your customers too, and they will be able to connect their Microsoft Dynamics 365 Sales account. Share connection link

  4. Select Microsoft Dynamics 365 Sales Select Microsoft Dynamics 365 Sales

  5. You'll now be asked for your 365 Sales Account. Fill in the details and click Connect.

  6. Voila! You should now see a connection successful message. You can now close this tab.

  7. Go to your Truto account, and you should see the new Microsoft Dynamics 365 Sales integration under Integrated Accounts. Click on the Account ID to view the details and initiate API calls.