Setup

✍️ DRAFT : IN PROGRESS

The installation of the integration consists of the following steps that needs to done by the customer (or their Dynamics 365 implementation partner):

Preparation

Provide environment information

To connect with Spotler we need the following information:

  1. Spotler API Key and Secret (Where can I find the Key and Secret of the Spotler REST API? – Spotler Help Center)
  2. Dynamics 365 Organization URL and ID (Determine your environment's organization ID and name)

Approve App for your organization

The connector requires access to your Dynamics 365 environment. This is done by granting Spotler Connector App access to your organization. This is done in two steps:

  1. Add the Spotler Connector App to your organization. Use the following link for this https://automatevalue.com/spotlerautomate-access.

    ⚠️Warning! This can only be executed by a Global Administrator of Microsoft 365 (Active Directory)!

  2. After completing step 1, you will arrive on a page stating that it was successful. This page describes how to add the Application user SpotlerAutomate to your Dynamics 365 environment. You can follow these steps, or we can do this together in step 3 below.

Setup

Download Solution

Once the previous steps have been completed, we can schedule an appointment to carry out the installation. This is often with the administrator of the Dynamics 365 environment who has the System Administrator role on your Dynamics 365 environment. We install a Solution and configure it together.

This step requires the Microsoft Power Platform CLI. It is useful to install this in advance before the meeting. See Power Platform CLI

After testing the setup, the integration is live. Usually there are some follow-up meetings to tweak the mapping and/or give some explanation to users how the integration works.