The GoFormz-Dynamics 365 Integration empowers teams to effortlessly streamline their data capture, processing, and record keeping.
Note: Before getting started, you must first reach out to your GoFormz Account Manager to enable access to the Dynamics 365 application on your account.
There are two steps to configuring a Dynamics 365 integration:
Creating a Dynamics 365 Connection: First, set up a connection to the Dynamics 365 application, giving GoFormz access to your Dynamics 365 account.
Creating a Dynamics 365 workflow: Contact your Account Manager or firstname.lastname@example.org to set up a Dynamics 365 workflow
CREATING A NEW DYNAMICS 365 CONNECTION
Before you begin, make sure that you have an existing Dynamics 365 account and you know the credentials for the account. To create a Dynamics 365 app connection, do the following:
Select Connected Apps from the More dropdown at the top of the GoFormz web app to navigate to the App Connections screen.
2. Click Add Connection next to the Dynamics 365 application block to bring up the Dynamics 365 login window.
3. Enter your Dynamics 365 credentials (Instance URL) and click Next.
4. Click Accept on the screen displayed below to complete the integration. This will allow GoFormz to integrate with your Dynamics 365 account. GoFormz will not manage any of your Dynamics 365 settings.
Please note that whoever makes the connection of the application will be tied to the integration activity. For example, on the Upload File step, it will show the person who connected the app as the uploader of the file. We recommend creating a 'GoFormz Integration' account for your Dynamics 365 account, if you don't want the activity tied to your personal Dynamics 365.
The new connection will appear on your Dynamics 365 Connections list with a generic name like “Dynamics 365 Connections - 1”. We recommend renaming your connection with a more descriptive name (e.g. including your Dynamics 365 username in the connection name), especially if you plan to use multiple Dynamics 365 connections. This will make it much easier to tell your connections apart from each other.