Install and Configure Mobileforce for Microsoft Dynamics 365 Sales

Install and Configure Mobileforce for Microsoft Dynamics 365 Sales

This article is for Mobileforce solution engineers and needs Admin Access not only to Mobileforce but also to Microsoft Dynamics 365 Sales.

Provisioning MS Dynamics 365 Sales

This article assumes you already have a Microsoft Dynamics 365 Sales instance set up. If you don't, you'll need to ask your Microsoft Office Administrator to set one up for you.

Free Trial instances of MS Dynamics 365 Sales can be set up using this link.

  1. Login to office.com with your Microsoft 365 Admin credentials

  2. Go to the URL link above

  3. Under "Choose your Trial" select " Sales".

  4. Then click "Try for Free" (See screenshot below)

  5. Click on Launch Trial (See screenshot below)

  6. You'll see the Dynamics 365 Sales Home Screen (See screenshot below)

Such instances have access to the full functionality of the Sales application for 30 days during the trial period. Often the trial period can be extended once but that's it. The trial instance when provisioned, also has its own URL (typically of the form org.crm.dynamics.com) which is what is used for all subsequent access to the instance.

Users and Roles in MS Dynamics 365 Sales

Users login to the Dynamics 365 Sales Instance (see URL above) using their Microsoft credentials. This means all users need to already have Microsoft credentials.

Once a Dynamics 365 Sales account is provisioned, user access needs to be enabled for everyone who would need to use the Dynamics 365 Sales.

But first, (at least) one user (typically whoever set up the Microsoft Dynamics 365 Sales instance) would be the “System Administrator.” Other users can be given one of many "Sales" roles. See screenshot below

Then these users would be able to set up and access Mobileforce CPQ.

Administering your Dynamics 365 Sales Trial

Use the Power Platform Admin Center to administer your Dynamics 365 Sales Instance. Screenshot below

Adding CPQ tab in MS Dynamics 365 Sales

  1. Start from the Settings "Gear" icon in the top right.

Settings -> Advanced Settings -> (Select the "Settings" Dropdown on the top) --> Customizations --> Customize the System -> Web Resources -> Add a Web Resource -> HTML Page -> Text Editor

Code snippet

Add the code:
<html><head><meta></head><body onfocusout="parent.setEmailRange();" style="overflow-wrap: break-word;">
<iframe width="100%" height="100%" src="https://apps.mobileforcesoftware.com/adlwebui/login.php?account=your_mobileforce_account"></iframe>
</body></html>

Copy

Plain text

html snippet, save) -> Save web resource as CPQ

  1. Settings -> Advanced Settings -> Customize the System -> Entities -> Opportunity -> Edit the Main Opportunity layout for Sales app -> In the layout editor add a 1-column Tab name it CPQ -> Add a 1-column Section to the tab -> Add a Component -> Lookup and select the "WebResources Lookup View for HTML" and find the Web Resource that was saved earlier in Step 1, called "CPQ" and add it now.

  2. Save and Publish all customizations.

The following prop keys need to be set in your Mobileforce instance, in order to use Mobileforce CPQ with MS Dynamics 365 Sales CRM.

Code snippet

   <authentication allowdomain="" cache="1" optin="1" type="web" url="https://apps.mobileforcesoftware.com/adlwebui/oauth_auth_login.php">
  </authentication>

Copy

Plain text

Additional prop keys needed for supporting Microsoft Dynamics 365 Sales. The convention is to use the prefix mscrm- to indicate that the prop key is specific to Microsoft Dynamics.

The property keys are:

Code snippet

<prop key="auth-service-login-param-prefix">mscrm-</prop>
<prop key="cpq-param-prefix">mscrm-</prop>

<prop key="mscrm-host">url-for-your-dynamics365-sales-host</prop>
    <prop key="mscrm-oauth-version">2.0</prop>
    <prop key="mscrm-oauth-clientid">obtain-from-mobileforce</prop>
    <prop key="mscrm-oauth-clientsecret">obtain-from-mobileforce</prop>
    <prop key="mscrm-oauth-authurl">https://login.windows.net/common/oauth2/authorize?resource=https://${mscrm-host}</prop>
    <prop key="mscrm-oauth-accesstokenurl">https://login.windows.net/common/oauth2/token</prop>
    <prop key="mscrm-oauth-redirecturi">https://apps.mobileforcesoftware.com/mobileforce/oauth_redirect</prop>
    <prop key="mscrm-oauth-accessmethod">header</prop>
    <prop key="mscrm-oauth-clientauthmethod">requestparams</prop>
    <prop key="mscrm-oauth-scope"/>
    <prop key="mscrm-datatable-url">https://apps.mobileforcesoftware.com/adapters/ms-crm/webapi/schema.php#systemusers</prop>

Copy

Plain text

Under settings, you must specify

Code snippet

 <input name="mscrm-host" label="Dynamics CRM Domain Name" type="text" listitems="" value="url-for-your-dynamics365-sales-host" required="0" nonempty="" hidden="" readonly="" disabled="" placeholder="" maxlength="" min="" max="" step="" format="iso8601" prefix="" suffix="" onsameline="0" size="" rows="" unique="0"/>

Copy

Plain text

Note that the url-for-your-dynamics365-sales-host must be the same as the value you specified earlier for the prop key mscrm-host.

Warning:

Whichever Microsoft user configured the Dynamics 365 Sales is the user who can see the configuration changes. For any other users to be able to see these configuration changes, additional steps need to be taken. Please contact Mobileforce Support.

Note:

Mobileforce Settings can sometimes encounter an issue to do with caching, where the "logoff" action doesn't work for users, which prevents the user from being changed. To overcome this, the administrator user has them clear the cache (of the mobileforce DBMS and the fmouth database) for the following tables relating to your account and app ( AdlSession, AdlSessionVar, OAuthState, OAuthToken). Please contact Mobileforce Support.