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Configure Microsoft Dynamics 365 for the home mortgage workflow of the We.Finance reference site

Learn how to leverage the Microsoft® Dynamics 365 services through adaptive forms for the home mortgage workflow of the We.Finance Reference site

Overview

Microsoft® Dynamics 365 is a Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software that provides enterprise solutions for creating and managing customer accounts, contacts, leads, opportunities, and cases.
AEM Forms provides a cloud service to integrate Dynamics 365 with Forms Data Integration module. The scenario Home Mortgage application walkthrough with Microsoft® Dynamics showcases how a customer uses the We.Finance reference site to apply for a loan when the site is using Microsoft® Dynamics for Forms Data Integration. Before you can use the Home Mortgage application walkthrough with Microsoft® Dynamics scenario, you need to configure Microsoft® Dynamics 365 to be used with the We.Finance reference site.

Prerequisites

Before you begin to set up and configure Dynamics 365, ensure that you have:
  • AEM 6.3 Forms Service Pack 1 and later
  • Microsoft® Dynamics 365 account
  • Registered application for Dynamics 365 service with Microsoft® Azure Active Directory
  • Client ID and client secret for the registered application