Astral Send - Help for Customer Engagement:

Setup Common Data Service Connection

Now the Common Data Service (Dataverse) Connection needs to be setup.

On the Role Centre, click on the downward arrow next to “Setup&Extensions” (1) and select “Service Connections” (2):

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Figure 1 | Service Connections

On the Service Connections List Page, click on “Common Data Service Connection Setup”:

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Figure 2 | Service Connections List Page

The Common Data Service Connection Setup Wizard will open; click on “Next”:

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Figure 3 | Common Data Service Connection Setup Wizard

A popup window will open, asking for permission for the extension to make a request to an external service; select “Allow Always” and click on “OK”:

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Figure 4 | Popup Window

Enter the URL and follow the onscreen instructions to set this up:

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Figure 5 | Common Data Service Connection Setup