Microsoft Dynamics Integration Guide

Updated: Jan 6, 2020

Overview: This article describes how to integrate Microsoft Dynamics with Tenfold

Connecting Microsoft Dynamics to Tenfold

There are three ways to connect Microsoft Dynamics to Tenfold. Either with Administrator Credentials. OAuth with Administrator Credentials or OAuth with Client ID & Secret.

 

Administrator Credential Integration

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

2. Click on Company Settings and then CRM

3. Select Microsoft Dynamics in the dropdown menu

4. Select Credentials from Authentication type

5. Enter your Microsoft Dynamics Administrator Username and Password

6. Enter your organization’s Hostname (URL that you use to connect to Microsoft Dynamics. Exp: https://example.dynamics.com )

7. Click the Save button (The the bar at the top of the page will turn green indicating Tenfold is connected to Microsoft Dynamics)

 

OAuth Integration with Administrator Credentials

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

2. Click on Company Settings and then CRM

3. Select Microsoft Dynamics in the dropdown menu

4. Select OAuth from Authentication type

5. Enter your organization’s Hostname (URL that you use to connect to Microsoft Dynamics. Exp: https://example.dynamics.com)

6.Click on Change Production User and follow Microsoft Dynamics log in prompts.

7.Click the Save button (The the bar at the top of the page will turn green indicating Tenfold is connected to Microsoft Dynamics)

 

 

OAuth Integration with Client ID & Secret

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

2. Click on Company Settings and then CRM

3. Select Microsoft Dynamics in the dropdown menu

4. Select OAuth from Authentication type

5. Enter your organization’s Hostname (URL that you use to connect to Microsoft Dynamics. Exp: https://example.dynamics.com)

6.Click on Change Advanced Options

7. Enter in OAuth Client ID, OAuth Client Secret and OAuth Tenant ID

8. Click the Save button (The the bar at the top of the page will turn green indicating Tenfold is connected to Microsoft Dynamics)

 

 

Advanced Options

There are two Advanced Options that can be adjusted for the Microsoft Dynamics integration.

Digits to Match: This is 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.

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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