Applicable to the following Sastrify plans:


* Legacy includes all plans signed before February 29, 2024. 

This article is specifically prepared for the integration Microsoft Dynamics with Sastrify, taking into account its particular steps involved in setting up the connection.

For the main knowledge base articles on ERP & Accounting integration, please refer to the following links:

To connect Microsoft Dynamics to your Sastrify account, please follow these steps:

1. Go to Settings > Discovery.

2. Find the Microsoft Dynamics integration card, and click the "Manage" button to open the setup page.

3. Click the "+ Add New" button located in the lower right corner of the page to create a new integration.

4. Enter the name of the integration (for example "Microsoft Dynamics 1") and click the check mark to confirm.

5. Click the "Connect" button to continue.

6. You will be prompted to install an extension. Click "Accept".

To install or uninstall apps from AppSource or add per-tenant apps, you must have the right permission set: 
You must either be a member of the D365 Extension MGT user group or you must have the EXTEND. MGT. - ADMIN permission set.

7. You will then be asked to log into your Microsoft account

8. You will be redirected back to Sastrify's Discover page where you can see that the Microsoft Dynamics integration card now has an active connection. If you click on the "Manage" button, you will see that the integration is now displayed as Connected, indicating that the connection is now active. 

What to do if the connection is not successful

If the connection is not successfully established after following the steps above, you need to check the extension in your Microsoft Dynamics environment to verify its deployment status.

Follow the steps below:

1. In Microsoft Dynamics, go to "Extension Management".

2. Open the Deployment status.

3. Find the entry for the Codat App Link Extension.

4. Click into the extension and view the details of the error message, if there is one.

5. Deploy the extension again.