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Create a tenant

Abstract

How to create a tenant for the Sitecore Connect for Microsoft Dynamics 365 for Sales connector

A tenant is the basic unit of configuration in Sitecore Connect. All of the settings that determine how data between Microsoft Dynamics and Sitecore is synchronized are contained in the tenant.

Note

Usually, a tenant represents a specific Microsoft Dynamics instance. You can configure multiple tenants if you have multiple Microsoft Dynamics instances you want to connect. It is also possible to configure a single tenant to connect to multiple Microsoft Dynamics instances. However, that configuration is not covered in this guide.

To create a tenant:

  1. In the Content Editor, navigate to sitecore/system/Data Exchange.

  2. On the Options tab, click Connect for Dynamics Tenant to add a new item.

    Buttons for creating tenants
  3. Enter a name for the tenant and click OK.

    The message dialog where you enter the name of the tenant

    Creating the tenant takes some time. As it is created, a progress box appears.

    The creating tenant progress dialog box

    When the tenant is created, it appears under sitecore/System/Data Exchange.

    The new My Dynamics Tenant tenant in the content tree