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.
Part B — Grant consent to the Go Autonomous app
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 Configure. A Microsoft admin consent page will open in a new tab.
5
Grant access
In the new tab, 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, and the new connector will appear in the Active list on the Connectors page shortly after.
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