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MS Dynamics Sync

On premise Dynamics integration

Nir Heimann avatar
Written by Nir Heimann
Updated over a week ago

CRM Requirements:

  • Microsoft Dynamics Online - 2015 or higher

  • Microsoft Dynamics On-premise 2015 or higher , with ADFS 3.0 for Oauth (on Server 2012 R2)

Please follow these steps in your MS Dynamics Admin page:

  1. Register “TheHaystackApp” in the CRM's Active Directory
    The redirect URI is: https://crm.thehaystackapp.com/redirect
    Following instructions provided here for both Online and On-premise CRMs
    When registering an application for CRM Online, at step 6, choose Native Client Application as the typeConfigure session length (On-premise/IDF Only)
    -

  2. SsoLifetime needs to be increased to improve user experience, preferably 90 days (129,600), minimum 30 days (43,200 minutes).
    TokenLifetime should be smaller than SsoLifetime
    Example here.
    -

  3. Provide client info
    After the above is completed we need the following information to setup our own servers.

  • URL of the CRM

  • ClientId of the registered application from step 1.

  • SsoLifetime from step 2.

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