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Documentation Index

Fetch the complete documentation index at: https://knowledge.goautonomous.io/llms.txt

Use this file to discover all available pages before exploring further.

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Part A — Install the package

1

Find the package on AppSource

Navigate to the Go Autonomous package on AppSource and click Get it now.
2

Choose your environment

Select the environment you want to install the package into and confirm.
1

Log in to Go Autonomous

Navigate to my.goautonomous.io. If not already logged in, press Login with Microsoft and enter your organisation’s Microsoft credentials. You will need administrative permissions in Go Autonomous — if you don’t have them, reach out to your Engagement Manager.
2

Open Connectors

Navigate to Company Settings > Connectors.
3

Add the Customer Service connector

Under Add connection, select the Customer Service connector.
4

Configure the connection

Enter a name for the connected Dynamics environment (e.g., Sandbox, QA, Production) and the URL of the relevant environment. Press Create Connection.
5

Grant access

You will be prompted to grant access to the Go Autonomous Dynamics Customer Service app using your Microsoft account. Select Accept. You will be redirected to a Consent granted! confirmation screen.

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Part C — Assign S2S profile to the Go Autonomous app

1

Open Power Platform Admin Center

Navigate to the Microsoft Power Platform Admin Center.
2

Select your environment

Click Environments in the left navigation and select the environment you connected to Go Autonomous in Part B.
3

Open S2S apps

In the right pane, select See all under S2S apps.
4

Create a new app user

In the top bar, press New app user, then click Add an app.
5

Select the Go Autonomous app

Search for and select Go Autonomous Dynamics Customer Service Connector.
6

Assign a business unit and security role

Select a business unit, then click the Edit button beside Security roles. Locate and select the Go Autonomous API security role.
7

Confirm and create

Verify the S2S app user details:
  • App: Go Autonomous Dynamics Customer Service Connector
  • Business unit: your environment (e.g., org8dc4f998)
  • Security roles: Go Autonomous API
Click Create to finish.

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What’s next