Integration › Contacts

Microsoft Dynamics 365

In this chapter, you will learn how to add a Microsoft Dynamics 365 data source to XPhone Connect Directory.

• Open the configuration interface of the XPhone Connect Directory.

• Click on Add data source.

• Select the data source type Microsoft Dynamics 365.

• Click on the Next button.

• Carry out the steps in the dialog:

1. 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

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

5. Configure the Index schedule.

6. Configure the Data access.

7. Configure the Phone number conversion.

8. Configure the Authorisations.

9. Configure the Priority.

10. Complete the data source configuration with Overview.

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.