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:

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/walkthrough-register-app-azure-active-directory

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.

1. Log in to Power Automate portal.
2. From the left pane, navigate to Data > Connections.
3. Click on the link labeled as the Common Data Service connection.
4. 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 will be used for establishing the connection with Conga, irrespective of the Dynamics 365 connection configured.

1. Open the Conga-Dynamics 365 Connector.
2. 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 tool, there will be no connections displayed).
3. From the Options bar at the top of the page, click New. The New Connection window is displayed.

4. Enter the following information in the fields provided:

   Field	Description	Notes / Example
   Name	A name for the connection	Example: "ABC Dynamics 365"
   Type	CRM type (Dynamics)	"Dynamics365"
   Username	User name of the service account in Dynamics	Account must have full read/write/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 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

5. 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

1. Open the Conga-Dynamics 365 Connector.
2. 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 tool, there will be no connections displayed).
3. From the Options bar at the top of the page, click New. The New Connection window is displayed.

4. Enter the following information in the fields provided:
   
   

   Field	Description	Notes / Example
   Name	A name for the connection	Example: "Conga Connection"
   Type	CRM type	"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 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

5. Click Save.
   
   

Note

To edit an existing connection, click the Connection Name on the Connections page.