Overview
Applies to:
Cognni admins that would like to connect their Microsoft Dynamics with Cognni.
Solution Summary:
Navigate to the personal identifiers page and review the PII Classification.
Prerequisites:
License - P10: Classification, Visibility, and Forensics / or above.
Solution Steps
Step 1: Navigate to Cloud Apps
Go to Configurations > Data Sources > Cloud Apps
Step 2: Setup
Click on "Setup" for Microsoft Dynamics
Step 3: Choose a Name
Set a Connection Name, this will not affect the connection:
Step 4: Insert URL
To find your URL, please follow these steps:
i. Navigate to: https://admin.powerplatform.microsoft.com/environments
ii. Login with your administrator account
iii. Navigate to your Sales Trial
iv. Copy your Environment URL
v. Paste your Environment URL into the Sales Instance URL
Step 5: Grant Consent
i. Click on "Redirect to Grant Access"
ii. Read through the request permissons.
iii. Click on "Accept"
Step 6: Your Microsoft Dynamics is Now Connected
i. Navigate to Overview > Cloud Apps > Microsoft Dynamics 365
ii. Review your Microsoft Dynamics findings:
Still Need Help?
Contact [email protected] for more information.