Once the LeadAngel application is installed in Dynamics 365, next step is to create the OAuth credentials, and provide appropriate access to integration users.
1. Login to https://make.powerautomate.com
2. Change to your Dynamics D365 Environment
3. Click on "My Flows" on the left hand side menu panel
4. Select Conversion of Lead flow, and click on Edit
5. Click on the Convert Lead block, and then click on Change Connection Reference
6. Click on Sign In and sign in using admin credentials
7. Message Connected to Microsoft Dataverse is displayed. Click on Save (on the flow ribbon at the top) .
8. Click on Manual and copy the HTTP URL that triggers the flow. Save the "Convert API URL" in a notepad. We will use it later.
9. Save the changes by clicking Save button at the top. Exit the Edit option, and go back to Flow details. Click on Edit link next to Co-Owners
10. Add as many co-owners as you would like on the next screen. This is highly recommended since flows in Microsoft Dynamics is tied to flow owners, and no one else has permission to edit it. Should the primary owner's ID is disabled or locked, other persons should be able to view/execute the flow.
11. Turn On the Conversion of Lead flow if not already turned on.
12. Go back to My Flow listing page, and now click on Merge API, and click on Edit
13. Click on Manual and copy the HTTP URL that triggers the flow. Save the "Merge API URL" in a notepad. We will use it later.
14. Click on and turn off the New Designer. This is a multi-step flow, so we will switch to old designer.
15. Click Continue. This will develop the connection automatically.
16. Click Save
17 . Exit the Edit option, and go back to Flow details. Click on Edit link next to Co-Owners
18. Add as many co-owners as you would like on the next screen. This is highly recommended since flows in Microsoft Dynamics is tied to flow owners, and no one else has permission to edit it. Should the primary owner's ID is disabled or locked, other persons should be able to view/execute the flow.
19. Turn On the Merge API flow if not already turned on.
20. Goto My Flow home page, and select the flow Send Authentication to LeadAngel and click on Edit.
21. Switch to Old Designer by toggling off the New Designer tab
22. Click Continue on next screen
23. Click Save on next screen
24. Go back to the flow details page, and Turn On the Send Authentication to LeadAngel flow