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