Microsoft Dynamics 365

You can add a Microsoft Dynamics 365 data source to XPhone Connect Directory.

1. Basic settings

First, configure the Basic settings.

2. Proxy settings

If a proxy is used for the connection via the web service, enter the necessary data here.

3. Web service

In this step you can make the connection settings from XPhone Connect Directory to Microsoft Dynamics 365.

  • Username and password

    Enter here a valid user from Microsoft Dynamics 365 who is also allowed to read the desired data there.

    Best Practice:

    In Microsoft Dynamics 365 user management, create your own user who is intended for use in XPhone Connect Directory data sources and who is allowed to read the desired data there.

  • Discovery service address

    Enter the address for Microsoft’s DiscoveryService web service to determine the organization of which the user is a member.

  • For Europe, for example, this is https://globaldisco.crm.dynamics.com/api/discovery/v2.0/Instances

  • Organisation

    Select the organizational unit to which you want to connect.

4. Entities

Define in which entities (companies, contacts, leads) XPhone Connect Directory searches for contacts.

5. Index schedule

Configure the Index schedule.

6. Data access

Configure the Data access.

7. Telephone number conversion

Configure the Telephone number conversion.

8. Authorisation

Configure the Authorisation.

9. Priority

Configure the Priority.

11. Overview

Finish configuration of the data source with Overview.

Others

Hint

The information of the data source field parentcustomeridname is not correctly transmitted to XPhone Connect Directory, therefore use the field parentcustomerid with the same content for mapping.

Suggestions for improvement welcome

Have you discovered an error on this page or found an unclear formulation?
Please send your comments and suggestions for improvement to doku@c4b.de.
Thank you for your help!