---
title: "SaaSify D365 Integration Setup"
slug: "saasify-d365-integration-setup"
updated: 2025-11-13T15:37:04Z
published: 2025-11-13T15:37:04Z
canonical: "docs.saasify.ai/saasify-d365-integration-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saasify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# SaaSify D365 Integration Setup

### In this Article

- [Prerequisites](/v1/docs/saasify-d365-integration-setup#prerequisites)
- [Dynamics 365 Integration in SaaSify Setup](/v1/docs/saasify-d365-integration-setup#dynamics-365-integration-in-saasify-setup)
- [Manage File Configuration in Power Platform Setup](/v1/docs/saasify-d365-integration-setup#managing-file-configuration-in-power-platform-admin-center)
- [Installation Steps on PowerApps Platform](/v1/docs/saasify-d365-integration-setup#installation-steps-on-powerapps-platform)
- [Integration of Application User in D365 Setup](/v1/docs/saasify-d365-integration-setup#integration-of-application-user-in-d365-admin-center)
- [Enabling Plugin Trace Log in Dynamics 365](/v1/docs/saasify-d365-integration-setup#enabling-plugin-trace-log-in-dynamics-365)

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/](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**](https://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](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 **Business Unit Name** in the **Business unit** search section
  - If the **Business Unit Name** is unavailable, go to **Settings** --> **Users + permissions** --> **Business units** --> copy the **Name** (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.

## Enabling Plugin Trace Log in Dynamics 365

#### Navigate to Power Platform Environment Settings

Follow the steps below to enable plugin trace logging:

1. Go to Power Apps at [https://make.powerapps.com](https://make.powerapps.com)
2. Open **Sales Hub** App
  - In the left navigation pane, click on **Apps**
  - Under **All** → **Sales Hub**. Hover on the tab and select **Play** (button)
3. You will now be navigated to the Sales Hub in your Dynamics 365 environment.
4. Navigate to **Settings** icon ⚙️ in the top-right corner. Click on **Advanced Settings** from the right panel.
5. You will be redirected to **Power Platform Environment** Settings
6. Here, go to System → Administration→ Customization

#### Enable Plugin Trace Log

- Go to **Customization** → Plug-in and custom workflow activity tracing
- Set the dropdown value to **All** under **Enable logging to plug-in trace log**
- Click on **Save** to apply the settings.

#### Viewing Plugin Trace Log

Once enabled, you can view the logs as follows:

1. Go to Power Apps at [https://make.powerapps.com](https://make.powerapps.com)
2. Open Sales Hub App
  - In the left navigation pane, click on Apps
  - Under **All** → **Sales Hub**. Hover on the tab and select **Play** (button)
3. You will now be navigated to the Sales Hub in your Dynamics 365 environment.
4. Navigate to **Settings** icon ⚙️ in the top-right corner. Click on **Advanced Settings** from the right panel.
5. View Plugin Trace Logs
  - Go to **Settings** → **Customization** → **Plug-In Trace Log**
  - Review the logs for any recorded plugin execution details