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**Requirements:** Admin role; the four values from section 3.

1. In **Integrations**, find the **Microsoft Dynamics 365** card (in "Available" status) and click **Connect**.
2. Paste the **Tenant ID**, the **Application ID**, the **Client secret** and the **Organization URL** into their fields — the modal repeats section 3's detailed help on each field, including the notice about the security role.
3. Click **Connect**.

**Result:** the Platform **verifies the credential against Dynamics for real** (a `WhoAmI` call) before saving anything. If verification fails, you're told the specific error (section 8) and no credential is saved. If it succeeds, the card switches to **Connected** — remember this confirms the credential is valid, not yet that the security role has enough permissions to create or edit records (section 3).

![«Connect Microsoft Dynamics 365» modal with the Tenant ID, Application ID, Client secret (with the notice about an insufficient security role) and Organization URL fields (example https://tuempresa.crm4.dynamics.com), and the Cancel and Connect buttons](/captures/int-dynamics-connect-modal.png)