Microsoft Dynamics 365 CRM Integration

Overview

Beginning in Oracle CPQ 24A, the Microsoft Dynamics 365 CRM integration type is added to the Oracle CPQ Integration Center. This feature streamlines the set up and management of the connection(s) between Oracle CPQ and Microsoft Dynamics. This new interface allows administrators to directly configure the details of the Dynamics environment without the assistance of customer support. New and existing Dynamics 365 CRM integrations will use these properties when making Web Service calls to Microsoft Dynamics 365.

The Microsoft Dynamics 365 CRM integration in the Integration Center supports three states, as follows

Administration

ClosedSet Up a CRM Integration

To create a Microsoft Dynamics 365 CRM integration type, administrators with permissions can complete the following steps:

  1. Navigate to the ClosedIntegration Center.
    1. Click Admin to go to the Admin Home Page.

    2. Click Integration Center in the Integration Platform section.

      The Integration Center page opens.

  1. Click Create Integration.
  2. Select CRM from the Type drop-down.
  3. Select Dynamics365 from the Vendor drop-down. The Microsoft Dynamics 365 Integration field entries display.

Microsoft Dynamics 365 CRM Integration

  1. Enter the Name of the integration.
  2. Enter the Variable Name of the integration.
  3. Enter the Endpoint URL. This is the Microsoft Dynamics 365 domain URL. For example, https://login.microsoftonline.com/
    This URL must be included in the allow list of approved domains. To modify the allow list of approved domains, log a Service Request (SR) with My Oracle Support.

  1. Enter the Client Id. This is the unique identifier for the Microsoft Dynamics 365 connection.

  2. Enter the Client Secret. This is a secret string that the application uses to prove its identity when requesting a token.

  3. Enter the Tenant Name. This is the directory ID for the Microsoft Dynamics 365 connection.

  4. (Optional) Enter the App Id. This is the unique identifier for the Model-driven Sales Hub app.

  5. Enter the Resource URL. This is the environment for data access. This may be a production or sandbox environment.

  6. Select the Enable Integration checkbox to enable the Microsoft Dynamics 365 CRM.

  7. Click Save.
Once the CRM Integration is active, unselecting the Enable Integration checkbox disables any integrations which use it. Run-time integrations will not execute and some administrative features may not be available.

NOTES

Notes:

  • Once a Microsoft Dynamics 365 CRM integration is enabled, you cannot enable another CRM integration.

  • Upon upgrade to Oracle CPQ 24A, the following Microsoft Dynamics 365 fields are auto-populated in the Microsoft Dynamics 365 CRM Integration Center: Name, Variable Name, Endpoint URL, Client Id, Client Secret, Tenant Name, Resource URL, and App Id. The Name of the integration can be changed after it is automatically generated.

  • A new Revoke Tokens button is added to the Microsoft Dynamics 365 CRM Integration page. This button allows administrators to revoke all authentication tokens associated with the Microsoft Dynamics 365 CRM integration

  • Oracle CPQ is not certified to support Oracle Identity Cloud Service (IDCS) and Microsoft Dynamics 365 CRM Integration simultaneously.

  • Refer to the Oracle CPQ Connector for Microsoft Dynamics Installation and Setup Guide for detailed instructions.

Related Topics

Related Topics Link IconSee Also