You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How can I integrate with MS Dynamics 365 using a service account instead of the CPQ user

Received Response
71
Views
1
Comments

Summary:

Some of our quote approvers do not use MS D365 often. I've found that when I had the "Export to CRM" integration on the Submit action, the approvers were getting errors because the logon token was expired.

QUOTE UPSERT ERROR : Response Error Status-Code[HTTP/1.1 401 Unauthorized]:

It became such a hassle that I had to remove the Integration from the Submit action. As a result, we don't get to send the status of Approved to D365. Is there a way I can use a special integration to D365 with a service account instead of the approving user account?

Content (required):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!