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Configuring Data Sync Connections
Before you use the data sync admin tool, you must configure connections to both Microsoft Dynamics and Conga.
Setting up the Dynamics 365 Connection
Perform the following tasks in order to set up a Dynamics 365 connection.
Generate a client Id and client secret
Before you can create a connection to your Dynamics instance, you must generate a client Id and client secret. Refer to the following link for steps:
Key Points
When generating a client Id/secret, pay attention to the following points:
- Ensure that the user that is used for logging in to the Azure portal belongs to the same Active Directory as the Dynamics 365 instance. When creating the Dynamics 365 app, you must select the Web app/API.
- The RedirectUrl can be set to any dummy value (for example, http://localhost/datasync).
- Remember to add the permission for accessing the Dynamics 365 online API.
To get the Power Automate Connection Id
To enable data sync scheduling, you must get the Power Automate Connection Id from the Microsoft Power Automate portal.
- Log in to Power Automate portal.
- From the left pane, navigate to Data > Connections.
- Click on the link labeled as the Common Data Service connection.
- In the browser URL, find the value of 'connectionName'. Copy the value (you will need it for the next task). Example value: 11ffc2be-c465-446b-a4c1-d10fbad39834
To set up a connection to your Dynamics instance
Current Dynamics instance connection details are used for establishing the connection with Conga, irrespective of the Dynamics 365 connection configured.
- Open the Conga-Dynamics 365 Connector.
- Under Groups in the left side panel, select Connections. A list of connections is displayed (if this is the first time you are using the connector you will see two connections: Conga and Dynamics 365).
- To configure the Dynamics connection, click the hyperlink corresponding to the Connection Name.
Enter the following information in the fields provided:
Field Description Notes / Example Name A name for the connection This is seeded (read-only) and cannot be changed: Dynamics 365 Type CRM type (Dynamics) This is seeded (read-only) and cannot be changed: Dynamics365 Username User name of the service account in Dynamics Account must have full read, write, and delete permissions for the objects being synced and must be a service account Password Password for service account user IsActive Indicates whether the connection can be selected when setting up a sync group Yes / No. This flag is set to 'Yes' for the initial connections set up when the connector is first installed. If set to 'No' and the connector version is updated (package is redeployed), a new connection is created with IsActive set to 'Yes'.
You cannot have more than one active Dynamics 365 connection at a time.
Client Id The client Id you generated in the previous task See https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/walkthrough-register-app-active-directory Client Secret The client secret you generated in the previous task See https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/walkthrough-register-app-active-directory Redirect URL The Redirect URL from the previous task Example: "http://localhost/datasync" Service URL URL of the Dynamics server Example: https://<host>.crm.dynamics.com" Power Automate ConnectionId The connection Id for the Power Automate flow (enables sync scheduling) Copy this value from the previous task. Example value: 11ffc2be-c465-446b-a4c1-d10fbad39834 - Click Save.
Note
To edit an existing connection, click the Connection Name on the Connections page.
Setting up the Conga Connection
To set up the connection to Conga (on Salesforce), you must create a Connected App. Install the Connected App in the org you are syncing to enable authentication. After the Connected App is installed, you can get the Client Id and Client Secret required for configuration, as well as user name and password.
Refer to step-by-step instructions on how to create a Connected App.
To set up a connection to Conga
- Open the Conga-Dynamics 365 Connector.
- Under Groups in the left side panel, select Connections. A list of connections is displayed (if this is the first time you are using the connector you will see two connections: Conga and Dynamics 365).
- To configure the Conga connection, click the hyperlink corresponding to the Connection Name.
Enter the following information in the fields provided:
Field Description Notes / Example Name A name for the connection This is seeded (read-only) and cannot be changed: Conga Type CRM type This is seeded (read-only) and cannot be changed: Conga Username User name of admin account in Conga Account must have full read/write/delete permissions for the objects being synced. Password Password for admin account user Api Endpoint The API endpoint for Conga instance /services/data/v46.0 IsActive Indicates whether the connection should be active or not Yes / No. This flag is set to 'Yes' for the initial connections set up when the connector is first installed. If set to 'No' and the connector version is updated (package is redeployed), a new connection is created with IsActive set to 'Yes'.
You cannot have more than one active Conga connection at a time.
IsTest Indicates whether the Conga instance is a test environment Yes / No InstanceUrl Service URL of the Conga instance https://cs60.salesforce.com/services/Soap/u/22.0/00D3C000000H4uu Client Id The client Id you generated in the previous task Get from the Connected App. Client Secret The client secret you generated in the previous task Get from the Connected App. Password Security Token The password security token, if required Token Request URL OAuth token URL https://#ENV#.salesforce.com/services/oauth2/token - Click Save.