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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.

Use your own Microsoft Dynamics 365 Sales OAuth app

Truto connects Microsoft Dynamics 365 Sales accounts through its own OAuth app, so this step is optional. To show your own app on the consent screen instead:

  1. Register an app in Microsoft Entra ID and add https://api.truto.one/connect/dynamics365/callback as its redirect URL. If you use a redirect URL on your own domain, add that URL instead.
  2. Enter the app's Client ID and Client Secret on the installed Microsoft Dynamics 365 Sales integration. See Overriding OAuth credentials.

Connecting a Microsoft Dynamics 365 Sales account

  1. Click on Connect Account Click 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 link Get 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. Enter the Base URL (required) and click Connect. It is the address you see in your browser when you log in to Dynamics 365 Sales, for example https://acme123.crm11.dynamics.com. Then log in with your Microsoft account and allow access.

  6. 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.