Overview
Before you can connect Microsoft Dynamics 365 to OneUp, you'll need your API URL.
🔒 You'll need to be a Microsoft Dynamics 365 Global Administrator to connect the integration and approve access to your data.
💡 Your API URL may also be labelled as a Device Root URL or Service Root URL.
Once you've entered your API URL, you'll be able to sign in with Microsoft and authorise the connection.
Find your API URL
To find your Device Root URL:
In Microsoft Dynamics 365, click Settings in the top-right corner and select Advanced Settings.
Select the arrow next to Settings in the top-left corner and choose Customisations.
Open Developer Resources.
Find the Device Root URL.
Copy the URL up to and including
.com.
Example:
What next?
Choose the option that applies to you:
If you're onboarding with an Implementation Engineer, share the URL with them and they'll send you an authentication link to complete the connection.
If you're using our self-serve setup flow, enter the API URL when prompted. OneUp will generate an authentication link for you to complete the connection.
If you're reconnecting an existing integration, follow the steps below.
Reconnecting Microsoft Dynamics 365
In OneUp, click the Settings icon next to your profile picture and select Platform Settings.
Select Integrations in the left-hand menu.
Find Microsoft Dynamics 365 and click the 🔒 icon.
Enter your API URL.
Click Connect.
Sign in using your Microsoft account when prompted.
Approve access to your Microsoft Dynamics 365 data.
Check the connection
Once connected:
The integration status will show as Authenticated.
Data will begin syncing into OneUp.
Your users, activity and performance data will start appearing throughout the platform.
Troubleshooting ✨
I can't find my API URL
Follow the steps above to open the Developer Resources page in Microsoft Dynamics 365. Your API URL may be labelled as a Device Root URL or Service Root URL.
My connection failed
Double-check that you've copied the API URL correctly and only included the URL up to and including .com.
I don't have permission to connect the integration
Only Microsoft Dynamics 365 Global Administrators can authorise the connection between Microsoft Dynamics 365 and OneUp.
If you're unable to complete the connection process, contact your Microsoft Dynamics 365 administrator and ask them to complete the setup or grant the required permissions.
I'm seeing a permissions or admin consent error
Only users with Global Administrator permissions can approve the access requested by OneUp.
If you're seeing a message indicating that approval is required, a Global Administrator will need to grant consent for the OneUp application before the connection can be completed.
If you're unsure how to do this, contact your Microsoft Dynamics 365 administrator or our Support team.
My data isn't appearing in OneUp
The initial sync can take some time to complete. If the integration shows as connected but no data has appeared after 24 hours, contact our Support team.