1
Your Details
Your Company and Contact Details
2
Connect Azure AD
Authenticate your Microsoft Cloud to DocDrive365
3
Connect Dynamics
Service Account to communicate to Dynamics
4
Select SharePoint Site
Specify the Top-Level SharePoint Site to connect Dynamics with
5
Finish
Finishes the Deployment of DocDrive365 to your Tenant
This wizard will connect the DocDrive365 App to your existing use of Dynamics 365 and SharePoint.
Click here to open our guide for how to use thia wizard
.
Our First Step
is to record your Name, Company and Email Address for us to identify your connection to DocDrive365.
Your Company Name
We'll configure our connection from DocDrive365 to your Dynamics Tenant in the Cloud under your Company Name
Contact Name
Your Name as Primary Contact for our records
Email Address
We'll never share your email with anyone else.
Dynamics 365 URL
The URL you use to open Dynamics 365 - typically this will be:
https://mycompany.crm11.dynamics.com
Click Next
to authorise your Azure Active Directory to communicate with DocDrive365 for Authentication.