To get started, you will need a Scribe account; you can set one up for free within minutes to try the solution's capabilities at https://www.scribesoft.com/.

Once you have a valid Scribe account, you need to install the Dynamics 365 and SQL connectors (from the Scribe Marketplace) and set up a connection to your Dynamics 365 instance, as well as a connection to a publicly accessible SQL instance that is predefined. You can create new connections by clicking on the + button under CONNECTIONS on the dashboard. When setting up your Dynamics 365 connection, make sure you define your instance's discovery URL, not your normal URL (for example https://disco.crm6.dynamics.com/). If you are using an SQL instance on Azure, make sure your firewalls are either off or that they white list the Scribe IP addresses (for more details, check out the scribesoft website by navigating to Resources | Scribe Online and searching for Whitelisting Requirements). As usual, you also need the appropriate access to your instances depending on what you are trying to achieve. In our case, we need read access to the Dynamics 365 account and elevated privileges (dbo) on the database as the user will also create the SQL tables from scratch.