This article outlines how you can connect a Word template from one Dynamics 365 to another Dynamics 365.
First of all, close your Word App and open your DataProvider. You can find the DataProvider in the right bottom corner. Click on the arrow and some icons are shown.
Figure 1: Overview Start pane
Keep an eye out of this icon and right-click it.
Figure 2: DataProvider Icon
A small menu opens with two menu items:
- Configuration
- Close
Figure 3: Configure DataProvider
Press „Configuration“ and select in the opening window “Change Logon”.
Figure 4: Change Logon – DataProvider
This „Logon information“ opens. Please check your existing profile (highlighted in yellow).
Figure 5: Check existing profile in Dynamics 365
Please Note: If there is no existing profile displayed or there is an old profile displayed, you have the possibility to manage the existing profile by pressing the
- [Manage]-Button.
- The “Manage Profiles”-window pops up and shows all available profiles.
- Delete the non-existing profile (also you can rename your organization).
Figure 6: Manage Existing Profiles
If your organization is still not available:
- Go to the next tab “Advanced Settings” and
- Type in the correct URL
- Please Note: Don´t use default credentials
- Log in again and
- go back to tab “Dynamics 365”
Figure 7: Advanced Settings
Back in the „Dynamics 365“-tab,
- Type in the URL again
- and press the [Retrieve Organizations]-button
Figure 8: Dynamics 365 Connection Tab
The “Dynamics 365 Connection setup”-window opens again with your organization displayed.
Press the [OK]-button.
Figure 9: Successful Dynamics 365 Connection Setup
To finish this setup, this window is shown. Please press the [Create]-button to save the connection in a new profile for further use.
After this action, you have to login again.
Figure 10: Profile Options
This „Sign in“-window opens. Sign in to your account again and press the [Next]-button.
Figure 11: Sign in to your account
It is necessary to save the profile in order not to create it again.
Figure 12: Save your profile
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.