To install the Mobius Connect for Dynamics 365 Integration, follow the instructions below. Note that the steps and screen shots are from a machine that already had the .NET Framework installed.
Go to the installation page: http://deployment.mobius-connect.com/Dynamics365Integration/
2. Download the Dynamics 365 Extension
Right click the link and choose "save link as"
3. Click Install.
The installation creates a Mobius Connect for Dynamics 365 Integration desktop icon.
The application will open immediately after installation. You will be required to activate the integration with the license key file. Click “Select License File” to install your license file and activate the integration.
If you do not have a license file, please contact your ConnectWise Account Manager at AccountManager@ConnectWise.com.
The extension needs to be uploaded through the Sandbox account, then it can be deployed into production from there.
To upload an extension into production, open up the Extension Management screen and navigate to Manage > Upload Extension
Once the extension is installed you should be able to search for "Mobius-Connect" and find the following Extension.
Your passwords will be encrypted using Window's built-in cryptography system. Therefore, the saved password will only be allowed to be used by the currently logged in user on the same machine.
Connecting to OData Endpoints
Before you can begin using the integration you must map to the user defined OData endpoints. From the integration interface, navigate to Options > View Modules to open the Enabled Modules screen. Select the Endpoint Mapping Interface and click Configure Module.
When the Endpoint Mapping Interface opens, it will attempt to validate your mappings. There are 3 possible validation responses.
Not all Endpoints have been mapped.
At least 1 endpoint failed to validate. Would you like to save a log?
This validation can also be run manually after the Dynamics 365 Endpoint Mapper has opened by clicking the Validate button. To begin mapping to exposed Dynamics 365 endpoints, click to select the Dynamics 365 Endpoint for each required Dynamics 365 Interface.
As you populate the Endpoint mappings, validation logic will run and check off the Valid? checkbox for each row. If a row does not check the Valid? checkbox, you can use the Validate button to generate a log containing details. In this case response #2 will display providing the option to save a log. Review of this log will indicate why the validation for a particular endpoint may have failed. Generally, this occurs when a field is missing from the endpoint’s Page object. See Additional OData Configuration for details on adding missing fields to an endpoint Page.
After completing the Endpoint mappings, it is recommended to use the Export Mappings button to store your defined mappings. This allows for quickly importing your mappings back into the integration using the Import Mappings button. This is useful in the event that the integration needs to be installed on a new workstation or reinstalled for any reason. We recommend storing your mappings.json export in the same location as the integration’s activation license.