SaaSify D365 Integration Setup

  • Published on Sep 23, 2025
  • 4 minute(s) read
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In this Article

This article describes the steps that are required to establish a connection between D365 CRM and SaaSify platform.

Prerequisites

  • System Administrator access to your Power Apps environment at https://make.powerapps.com/ to import Managed Solutions and Global Administrator access to your Azure account.  

  • Publisher Admin rights on the new tenant and a Seller Account for the respective cloud provider in SaaSify.

  • Co-sell API capability configured under the Seller Account in SaaSify. 

  • Dynamics 365 for Sales installed in your CRM environment.

Dynamics 365 Integration in SaaSify Setup

App Registration and Token Exchange in SaaSify

Please follow the below steps to connect your SaaSify tenant to a specific D365 Organization URL and performs an OAuth consent so SaaSify can obtain access tokens for Dataverse.

  1. Login to SaaSify using the Publisher Admin credentials. 

  2. Go to Settings -> Integration -> D365  

  3. Enter the Dynamics 365 Organization URL. Contact your organization’s System Administrator to get this information. 

  4. Enable ‘Allow Write-Backs to D365’ checkbox. Allowing write-Backs to D365 means you permit SaaSify to update your D365 CRM to sync co-sell status, IDs etc. 

  5. Click Validate. 

  6. SaaSify will then redirect you to Request permissions from your organization’s Microsoft account. Select the Consent on behalf of your organization option, then click Accept to continue.

  7. You will be redirected to the SaaSify web portal. Click on Save. You should see a confirmation message: “Configuration saved successfully” Granting admin consent on behalf of your organization creates an Enterprise Application for SaaSify in your Microsoft Entra ID tenant and allows SaaSify to request tokens to call Dataverse securely. 

Verifying the App Registration is installed in Azure

Please follow the below steps to verify App in Azure:

  1. Go to portal.azure.com. 

  2. Search for Microsoft Entra ID in the search bar and open it. 

  3. Go to Manage --> Enterprise Applications. 

  4. Search for SaaSify – Private Offer and Co-Sell Automation Platform for Cloud Marketplaces in the search bar and verify if you can see it.  If the Enterprise Application exists in your Microsoft Entra ID → Enterprise applications section—this proves consent succeeded and the permission is active.

Managing File Configuration in Power Platform Admin Center

Please follow the below steps to set up the file configuration to ensure data payloads do not fail

  1. Login to Microsoft Power Apps. 

  2. Click on the environment in the top navigation bar

  3. Locate and select your target environment (Sales Hub or Sales Trial)  

  4. Click on the 3 dots (to open the context menu) and select Go to admin center for the selected environment. 

  5. Navigate to Settings → Email → Email Settings.  

  6. Go to Attachments --> Set the Maximum file size for attachments to 131072 KB. Save the changes. Increasing the maximum attachment size prevents sync failures when payload data for records include large files.  

Installation Steps on PowerApps Platform

Import the Solution

Please follow the below steps to import the Solution

  1. Navigate to https://make.powerapps.com/ 

  2. Choose your preferred Environment. 

  3. Click Solutions in the left nav bar. Click on the "Import solution" button at the top. 

  4. Click on Browse and Upload the .zip file of the SaaSify solution package.

  5. If you’re upgrading an existing package, click Advanced Settings and select Solution action --> Upgrade.  

  6. Click Next to proceed. 

Configure Environment Variables

Please follow the below steps to configure Environment Variables

  1. During the import process, you'll be prompted to provide environment variables. The below values will be shared as a part of onboarding guidance

    • SaaSify Base URL 

    • SaaSify Username 

    • SaaSify Password 

  2. After filling in the environment variables, click Import to proceed. The solution import process may take a few minutes to complete (around 5 minutes). 

Add the Co-sell page to Sales Hub

Please follow the below steps to add Co-sell Page

  1. Navigate to the Apps section on the left nav bar. Apps → All. 

  2. Search for Sales Hub (Type: model-driven app) and select Edit. 

  3. In the Pages section, Go to Navigation, hover over My Work, click on the three dots and open New group. 

  4. Rename the New group to SaaSify.

  5. Click on the 3 dots (context menu) on the SaaSify group and choose New Page → Dataverse Table. 

  6. Click on the Search icon, search for Co-Sell, select the checkbox, also select “Show in navigation” and click on Add.  

  7. Save and publish to make them available in the Sales Hub. 

  8. Click Play on the top navigation menu to launch the updated app.

Integration of Application User in D365 Admin Center

Add Application User

Please follow the below steps to Add Application User

  1. Navigate to PowerApps Platform Admin Center 

  2. Go to Settings > Users + permissions > Application users. 

  3. Click “+ New app user” 

  4. Click + Add an app 

  5. Choose App > Search the Application ID provided as a part of onboarding guidance and Add. 

  6. Fill the form to complete creating the new app user

    • Business Unit: Search for Organization ID in the Business unit search section  

    • If the organization ID is unavailable, go to Settings --> Users + permissions --> copy the Organization ID (Format: org89211) 

    • Security Role: Assign a role with appropriate privileges as SaaSify Admin User and Click Create. 

Once the integration steps are completed, you will see a new navigation item on the left panel in Dynamics 365 titled SaaSify. Under this section, a sub-tab named Co-sell will appear. You can now access and manage all Co-sell opportunities directly within Dynamics 365 from this tab.