In this section

Product Overview

Frequently Asked Questions

Please see the following frequently asked questions and answers.

Releases

Release Notes

Release Notes for Connect 365

Upgrade Guide: 1.2 to 1.3

Upgrade Connect 365 From 1.2 to 1.3

Upgrade Guide: 1.3 to 1.4

Upgrade Connect 365 from 1.3 to 1.4

Dynamics 365 Authentication

Azure AD Application

This section covers the creation of an application registration in Azure Active Directory to facilitate Connect 365 being able to authenticate with Dynamics 365.

Dynamics 365 Application User

Import Solutions and Setup Dynamics 365 Application User

Azure AD B2C

Azure AD B2C is used as the identity provider for federated authentication, providing a single sign-on experience in Dynamics 365 Portals and Connect 365. This documentation walks through the administrative steps to provision and configure an Azure AD B2C tenant, and configure Dynamics 365 Portals and Connect 365 to use B2C as their common identity provider.

Chase E-xact For Connect 365

Installation and Setup

This page provides step-by-step instructions for getting started with Chase E-xact for Connect 365.

Chase Test Payment Page

This page describes how to setup a payment page for development/test environments with Chase E-xact.

SharePoint For Connect 365

SharePoint for Connect 365 allows Microsoft Dynamics 365 administrators to configure SharePoint lists for display in Microsoft Dynamics 365 portals.

Installation and Setup

This page will provide step-by-step instructions for getting started with SharePoint for Connect 365.

Entity Documentation

The SharePoint Content entity defines which lists, folders, and files will be displayed in a portal.

Authorize.Net for Connect 365

Authorize.Net Account Setup

This page describes how to setup an account for development/test environments with Authorize.Net.

Installation and Setup

This page provides step-by-step instructions for getting started with Authorize.Net for Connect 365

Moneris for Connect 365

Installation and Setup

This page will provide step-by-step instructions for getting started with Moneris for Connect 365.

Moneris Paypage

This page describes how to setup a payment page for development/test environments with Moneris.

Power BI for Connect 365

Installation and Configuration

Power BI Installation and Configuration

Appendix: Reference for obtaining settings from Power BI

Reference for obtaining settings from Power BI

Appendix: Author a Power BI report filter to use row-level security

Power BI reports need to be authored in such a way that it they will successfully filter of data using row level security.