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home/Knowledge Base/Template Designer(DCP)/How to change the Dynamics 365 connection of the Template Designer

How to change the Dynamics 365 connection of the Template Designer

835 views 0 Updated on December 15, 2022

This article shows how to change the TemplateDesigner connection between different Dynamics 365/Dataverse environments.

Please note: Since version 10.36 or higher a new way of switching environments has been introduced (Learn more).

Step-by-Step description:

Step 1: Open your DataProvider with a right-click. You can find it in the task panel on the right bottom.

Figure 1: Task panel – DataProvider

Step 2: From the menu, select “Configuration”

Figure 2: Select Configuration

Step 4: Welcome to your Dynamics 365 Connection setup. Follow the description below to a successful configuration.

❶ Check your “Existing Profiles” with the drop-down function.
❷ Manage your Profiles (like export,delete or apply profiles), if necessary.
❸ Create a new Profile if no profile exists.
❹ Select your Dynamics 365 Type, like in this example ”Online”.
❺ The Dynamics 365 Server-Url is shown.
❻ Tick the “Prefer Server2Server authentication”.
❼ Press “Retrieve all”.
❽ A “Log in” is required.
❾ You can see a successful connection setup in this “Organization information”-window.

Figure 3: Connection setup

Step 5: Now update the selected profile with your changes.

Figure 4: Update connection

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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