PSA 2022 R1.0.3 - Release Update

Below is a summary of the main issues addressed by this release.

Note: This page may be updated as new information becomes available. Visit regularly for the latest updates.

Resolved Issue

1008130

TE-83169

Fixed an issue with Microsoft Dynamics CRM Online integration, whereupon attempting to test the connection to Microsoft Dynamics CRM Online was unsuccessful.

In order to support the new OAuth2 authentication, you will need to register the application (TS_Upland_Dynamics_365) with your Azure Active Directory instance:

  1. Log into Azure account as an administrator.
  2. In the Azure portal, click on Azure Active Directory.
  3. Under Manage, click Properties.
  4. The Tenant ID is shown in the Directory ID box.
  5. Copy the Tenant ID in step 4 and paste it into the URL below (Highlighted part).
  6. Navigate to https://login.microsoftonline.com/{your-azure-tenant-id}/adminconsent?client_id=f9362ee8-f755-4707-a0b2-6b1fc2d97224
  7. After giving your consent, please follow the on-page directions.

From PSA:

  1. Navigate to CRM Integration Options page (Setup > Organization > System)
  2. Remove the XRMServices/2011/Organization.svc part from the URL.
    Example: 
    From: https://xxxxxx.api.crm.dynamics.com/XRMServices/2011/Organization.svc
    To: https://xxxxxx.api.crm.dynamics.com
  3. Click Save.
  4. Click Test Connection.