Configure and customize the Power Automate solution in a staging environment.
#Crm microsoft dynamics install
Install the Power Automate solution on a staging environment CRM instance.The following Power Automate flows and entities are available.īefore you install, configure, and customize the Power Automate solution on the production environment, test the solution on a staging CRM instance. Select Partner Center Referrals Synchronization for Dynamics 365. Partner Center Referrals Synchronization for Dynamics 365 is now available in the Solutions list. You can monitor the progress and, if the installation fails, you can get more details in Power Automate by selecting See history under Solutions.Īfter the installation is complete, go back to Power Automate and select Solutions on the left. Select the Get it now button, and then select Continue.Ī page appears where you can select the CRM (Dynamics 365) environment to install the application. Search for Partner Center Referrals Connectors for Dynamics 365 in the pop-up screen. Select the Open AppSource link on the top menu. Select the appropriate CRM instance from the drop-down list in the upper-right corner. This step will show you the available CRM instances. Go to Power Automate, and select Environments in the upper-right corner. Install Partner Center Referrals Synchronization for Dynamics 365 (Power Automate solution) You can monitor the progress and get more information in Power Automate if the installation fails.
#Crm microsoft dynamics license
The user who's going to install the connector solution must have a Power Automate license and access to this environment. If you have an existing production environment with a database, it can be reused. The CRM user role is System admin or System customizer.Ĭreate a new production environment with a database for testing, staging, and production. The employee who will install and use the connectors must be a Referrals admin. Verify that you can see your co-sell referrals in the Partner Center portal before you deploy the connectors. The MPN ID associated with the Partner Center tenant must be same as the MPN ID associated with your co-sell solution. Your IP/Services solution must be co-sell ready. Prerequisitesīefore you install the solution, make sure you meet the following prerequisites. The solution is based on Power Automate and uses Partner Center APIs. You can manage all of your referrals work in the CRM of your choice rather than in Partner Center. You can also receive any updates from the Microsoft sellers on these co-sell deals.
They won't have to be trained to use Partner Center to manage co-sell deals. Partner Center co-sell connectors enable your sellers to co-sell with Microsoft from within your customer relationship system (CRM) systems. Appropriate roles: Referrals admin | System admin or system customizer on the CRM