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
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. 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.
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