- Download plugin
- Login as Administrator
- Go to Configuration
- Click on Plugins
- Click on "upload plugin or theme" (Upload the downloaded plugin)
- After the list reloads, scroll down to the line with new plugin name, and click the "Install" link.
- When the plugin is installed successfully
- Click on "configure" tab
- Enter the following details-
- URL - URL of Dynamics
- ClientId
- ClientSecret key
- Authority URL
- API URL Contacts-API URL for contacts
- API URL Leads-API URL for Leads
- API URL Order-API URL for Order
- API URL OrderItem-API URL for Order Item
- API URL Product-API URL for Products
- Price Level Id- Price List Id
- Retry - No. of trials to sync the data
- Currency Name - Currency
- To Email- Email address to send to error records in case of failure
- Click on "Save" tab
Go to settings > Product Catalog > Select the price list and open in new tab > copy the pricelevelid from the URL
Go to Settings > Customizations > Developer Resources > copy the Service Root URL e.g: Service Root URL/contacts, Service Root URL/leads, Service Root URL/salesorders,Service Root URL/salesordersdetails, Service Root URL/products