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Adding a Dynamics 365 Sales Connector

Adding a Dynamics 365 Sales Connector

Published: Sep 01, 2023

Popdock
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- Navigating the Dashboard View Category
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- Setting Up Additional Functionality View Category
  - Create Integration Documentation
  - Using Error Processing to Correct Integration Process Failures
  - Scheduling an Integration Process
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- Working with Dynamics 365 Business Central View Category
  - Setting up a Dynamics 365 Business Central Connection
  - Creating a Dynamics 365 Business Central Bulk Data Source
  - Setting up an Integration to Dynamics 365 Business Central
  - Connecting to Dynamics 365 Business Central using an OAuth Token
  - Creating a Dynamics 365 Business Central Real-time Data Source
  - Creating a Dynamics 365 Business Central Change Data Source
  - Using an Odata Field Lookup
- Working with Dynamics 365 Finance View Category
  - Connecting to Dynamics 365 Finance using an OAuth Token
  - Creating a Dynamics 365 Finance Bulk Data Source
  - Setting up an Integration to Dynamics 365 Finance and Operations
  - Using a Dynamics 365 Finance Lookup
- Working with Dynamics 365 Customer Engagement / Sales View Category
  - Connecting to Dynamics 365 Customer Engagement using an OAuth Token
  - Creating a Dynamics 365 CE/Sales Bulk Data Source
  - Creating a Dynamics 365 CE/Sales Change Data Source
  - Creating a Dynamics 365 CE/Sales Real-Time Data Source
  - Setting up an Integration to Dynamics 365 CE/Sales
  - Using an Entity Lookup
  - Using a Multi Lookup
  - Using an Activity Party
  - Using an Entity Reference
  - Using a List Option Lookup
  - Using a Relationship
- Working with Dynamics CRM On-Prem View Category
  - Setting up a Dynamics CRM Connection
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  - Using a MultiList Option Lookup
  - Using a List Option Lookup
  - Using a Multi Lookup
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- Working with Dynamics NAV View Category
  - Setting up a Dynamics NAV Connection
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  - Using a Page Field Lookup
  - Using a Page Key Field Lookup
- Working with Dynamics NAV OData On-Prem View Category
  - Setting up a Dynamics NAV OData Connection
  - Creating a Dynamics NAV OData Bulk Data Source
  - Setting up an Integration to Dynamics NAV OData
  - Using an OData Field Lookup
- Working with Dynamics NAV Soap On-Prem View Category
  - Setting up a Dynamics NAV Soap Connection
  - Setting up an Integration to Dynamics NAV Soap
  - Creating a Dynamics NAV Soap Bulk Data Source
  - Using a Page Field Lookup
  - Using a Page Key Lookup
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- Working with Generic Connections View Category
  - Creating an OLEDB Bulk Data Source
  - Creating an ODBC Bulk Data Source
  - Setting up an ODBC Connection
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- Working with Microsoft Graph View Category
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  - Using Outlook as a Data Source
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  - Creating a Teams Task
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  - Setting up a SuiteQL Lookup
  - Creating a SuiteQL Query Data Source
  - Setting up a NetSuite Connection
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- Working with Popdock View Category
  - Setting up a Popdock Connection
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- Working with Pre-Defined Connectors View Category
  - Setting up a HubSpot Connector
  - Setting up a Magento Connector
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- Working with Salesforce View Category
  - Setting up a Salesforce OAuth Connection
  - Setting up a Salesforce Token Connection
  - Creating a Salesforce Bulk Data Source
  - Creating a Salesforce Change Data Source
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  - Using an Entity Lookup
- Working with Slack View Category
  - Setting up a Slack Connection
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- Working with SQL Server View Category
  - Setting up a SQL Server Connection
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- Working with the REST Connector View Category
  - Configuring Base Settings
  - Configuring Service Entities for Data Sources
  - Creating a REST Service Definition
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  - Configuring Exchange Token Authentication
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  - Creating a Service Data Source Definition
  - Adding a Bulk Service Data Source
  - Configure Data Source Paging
  - Creating a Service Destination Definition
  - Setting up an Integration to a REST Service
  - Creating a Service Lookup
  - Using a Service Lookup
  - Using Service Variables
  - Using Error Handling
- Working with Trello View Category
  - Setting up a Trello Connection
  - Creating a Trello Task
Zendesk Apps
- Zendesk Salesforce Connector View Category

Adding a Dynamics 365 Sales Connector

Published: Sep 01, 2023

How to add a Dynamics 365 Sales connector

1. Select Connectors from the left navigation to open the Connectors page.

Main menu in Popdock with Connectors highlighted.

2. Select Add connector.

3. Select the Dynamics 365 Sales connector.

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4. Complete the field for your complete URL, then select Connect.

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Need further help with adding your Dynamics 365 Sales Connector? Email support@eonesolutions.com

Content

How to add a Dynamics 365 Sales connector

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