Microsoft Dynamics365 Sales Integration Documentation
Introduction
Microsoft Dynamics365 Customer Relationship Management (CRM) is a powerful customer relationship management and enterprise resource planning software solution offered by Microsoft. It's designed to help businesses of all sizes manage customer relationships, streamline sales and improve overall customer engagement. Dynamics 365 CRM is primarily a customer relationship management system. It allows organizations to manage and nurture relationships with their customers, prospects, and partners more effectively.
Accounts Configures
1. Dynamics365 Account Signup
Step1. Click on the provided link below, then it will navigate to the Dynamics 365 website and follow the steps in the Screenshots to set up dynamics accounts.
https://dynamics.microsoft.com/en-in/
Step 1.1. Click on 'Get started,' then scroll down the page to find the Sales option. Click on 'Try for free,' then an account modal will open for setting up a trial account for Sales.
Step 1.2. Enter email id and click on Start your free trial, If account does not exist then there will be a “setup” option popup, click on it.
Step2. After clicking on “set up”, forms will open then fill All details and set up Dynamics365 CRM Accounts which are shown below in screen shots.
Note:- For “Tax or Pan ID Registration Number” if available then provide else you can write 00000. After that your user name will be assigned with Microsoft domain.
Step3. Dynamics365 CRM provides user id with microsoft.com domain save it and Click on** “Start using Dynamics 365 Sales Premium Trial”**, it will redirect to Microsoft power platform admin center.
Step4. Fill all the details in Dataverse that will help in connection between Azure App and Dynamics365 CRM.
Step4.1:- Fill in details like name,region and for type select “Trial(subscription-based)”,purpose and click on Next.
Step4.2:- Fill Language ,currency and select on security group
Step 4.3:- Select Security group as “none” then click on Done.
Step 4.4:- Scroll down for ”Enable Dynamics365 apps” enable to yes and select Automatically deployed these app as “Sales Premium Trial” and save it as all details.
Step 5. Click on the CRM link provided in the Power Platform environments. This will redirect you to the Dynamics 365 CRM platform, where a pop-up for selection of apps will appear.
Step 6. For selecting “Apps” Scroll down you will see “Sales trial or Sales Hub” then select it and it will redirect to Dynamics365 CRM platform.
Ensure that your Dynamics 365 CRM is open as shown in the screenshot below.
Azure Account Setup and Application Registration
Step1. Click on the link, which will redirect you to the Azure Portal. Log in with the same account that was used to log in to the Dynamics 365 CRM account, and follow the steps in the screenshots to set up Azure App. Link: https://aad.portal.azure.com/
Step2. Click on “Application” then it will drop down then click on “App registration” and Create new App by clicking “New registration” and fill all the details which you can prefer from Screenshots
Step3. Enter the app name and choose “'Accounts in any organizational directory (Any Microsoft Enterprise ID tenant - Multi-Tenant).” Scroll down and fill in the Redirect URI. First, select 'Web,' and the URI should be 'https://package.xtenav.com/dynamics-connect/'. Finally, click on 'Register
Note:- Provide Redirect URI as “https://package.xtenav.com/dynamics-connect/”
Step 4. Click on 'Manifest' and edit “allowedPublicClient” to true. Scroll down and edit “oauth2AllowImplicitFlo”' to true. Save the changes as shown in the screenshot below.
Step 5. Click on 'API Permissions,' then click on 'Add permission,' then select 'Dynamics CRM' and choose delegate permission, check 'user_impersonate,' and then add the permission.
Step 6. Go to 'Certificates & secrets,' click on 'New client secret.' The right modal will open. Fill in the description, select the expiration type for the secret key, and then add it.
Step 7. After creating the client key, copy the value and save it.
Ensure that your Azure Application is created which is shown in the screenshot below.
Granting Azure Apps permissions within Dynamics 365 CRM.
Step1. Click the link below to be redirected to the Power Platform Admin Center. Once there, navigate to 'Environments,' where you will find your environment “trial or premium-based” environments. Visit that environment. Link: https://admin.powerplatform.microsoft.com/home
Step2. Click on 'Settings' of the selected environment, then open the dropdown for 'Users + Permissions' and click on 'Application User.
Step3. Click on 'New app user.' This will open a window on the right-hand side where you need to select 'Add an app.' After clicking, your Azure app will be displayed in the list ,select that app and Add it.
Step4. Choose the Dynamics 365 CRM business unit (Dynamics 365 CRM Organization Domain) and add the security role as 'System Administrator,' which grants permission to access Dynamics 365 CRM data. Save the changes.
Step5. The environment with the assigned security role will be displayed, confirming that Dynamics 365 CRM with Azure permissions has been successfully set up.
Connect Dynamics365 CRM with XTEN-AV and pull-push your accounts, contacts and opportunities.
Step1. Click on the link below to visit the XTEN-AV Platform. If you have an account, please sign in; if not, you can sign up. Link: https://steve.xtenav.com/
Step2. In the top-right corner, click on your profile, then the dropdown menu will appear, select 'Settings.' This will open the Settings page.
Step3. Click on 'Integrations' on the left side then on the right side all the Integrations Platforms option’s will show , click on 'Dynamics 365.'
After clicking on it, you can proceed to fill in the required information like Client id, Tenant id, Client Secret Value and Dynamics365 Organization URL and click on 'Connect with Dynamics 365'.
Step 3.1: To get client id ,tenant id you can visit to Azure Applications which is created, copy your client id and tenant id.
Step 3.2: To get your client secret value you copy the secret value from “Certificates & secrets” in the azure app.
Step 3.3: To get organization url you can visit Microsoft power platform and visiting your created environment copy the environment url.
Step4. You can Push-Pull accounts, contacts and opportunity to Dynamics365 with XTEN-AV.
Microsoft Dynamics365 Customer Relationship Management (CRM) is a powerful customer relationship management and enterprise resource planning software solution offered by Microsoft. It's designed to help businesses of all sizes manage customer relationships, streamline sales and improve overall customer engagement. Dynamics 365 CRM is primarily a customer relationship management system. It allows organizations to manage and nurture relationships with their customers, prospects, and partners more effectively.
Accounts Configures
1. Dynamics365 Account Signup
Step1. Click on the provided link below, then it will navigate to the Dynamics 365 website and follow the steps in the Screenshots to set up dynamics accounts.
https://dynamics.microsoft.com/en-in/
Step 1.1. Click on 'Get started,' then scroll down the page to find the Sales option. Click on 'Try for free,' then an account modal will open for setting up a trial account for Sales.
Step 1.2. Enter email id and click on Start your free trial, If account does not exist then there will be a “setup” option popup, click on it.
Step2. After clicking on “set up”, forms will open then fill All details and set up Dynamics365 CRM Accounts which are shown below in screen shots.
Note:- For “Tax or Pan ID Registration Number” if available then provide else you can write 00000. After that your user name will be assigned with Microsoft domain.
Step3. Dynamics365 CRM provides user id with microsoft.com domain save it and Click on** “Start using Dynamics 365 Sales Premium Trial”**, it will redirect to Microsoft power platform admin center.
Step4. Fill all the details in Dataverse that will help in connection between Azure App and Dynamics365 CRM.
Step4.1:- Fill in details like name,region and for type select “Trial(subscription-based)”,purpose and click on Next.
Step4.2:- Fill Language ,currency and select on security group
Step 4.3:- Select Security group as “none” then click on Done.
Step 4.4:- Scroll down for ”Enable Dynamics365 apps” enable to yes and select Automatically deployed these app as “Sales Premium Trial” and save it as all details.
Step 5. Click on the CRM link provided in the Power Platform environments. This will redirect you to the Dynamics 365 CRM platform, where a pop-up for selection of apps will appear.
Step 6. For selecting “Apps” Scroll down you will see “Sales trial or Sales Hub” then select it and it will redirect to Dynamics365 CRM platform.
Ensure that your Dynamics 365 CRM is open as shown in the screenshot below.
Azure Account Setup and Application Registration
Step1. Click on the link, which will redirect you to the Azure Portal. Log in with the same account that was used to log in to the Dynamics 365 CRM account, and follow the steps in the screenshots to set up Azure App. Link: https://aad.portal.azure.com/
Step2. Click on “Application” then it will drop down then click on “App registration” and Create new App by clicking “New registration” and fill all the details which you can prefer from Screenshots
Step3. Enter the app name and choose “'Accounts in any organizational directory (Any Microsoft Enterprise ID tenant - Multi-Tenant).” Scroll down and fill in the Redirect URI. First, select 'Web,' and the URI should be 'https://package.xtenav.com/dynamics-connect/'. Finally, click on 'Register
Note:- Provide Redirect URI as “https://package.xtenav.com/dynamics-connect/”
Step 4. Click on 'Manifest' and edit “allowedPublicClient” to true. Scroll down and edit “oauth2AllowImplicitFlo”' to true. Save the changes as shown in the screenshot below.
Step 5. Click on 'API Permissions,' then click on 'Add permission,' then select 'Dynamics CRM' and choose delegate permission, check 'user_impersonate,' and then add the permission.
Step 6. Go to 'Certificates & secrets,' click on 'New client secret.' The right modal will open. Fill in the description, select the expiration type for the secret key, and then add it.
Step 7. After creating the client key, copy the value and save it.
Ensure that your Azure Application is created which is shown in the screenshot below.
Granting Azure Apps permissions within Dynamics 365 CRM.
Step1. Click the link below to be redirected to the Power Platform Admin Center. Once there, navigate to 'Environments,' where you will find your environment “trial or premium-based” environments. Visit that environment. Link: https://admin.powerplatform.microsoft.com/home
Step2. Click on 'Settings' of the selected environment, then open the dropdown for 'Users + Permissions' and click on 'Application User.
Step3. Click on 'New app user.' This will open a window on the right-hand side where you need to select 'Add an app.' After clicking, your Azure app will be displayed in the list ,select that app and Add it.
Step4. Choose the Dynamics 365 CRM business unit (Dynamics 365 CRM Organization Domain) and add the security role as 'System Administrator,' which grants permission to access Dynamics 365 CRM data. Save the changes.
Step5. The environment with the assigned security role will be displayed, confirming that Dynamics 365 CRM with Azure permissions has been successfully set up.
Connect Dynamics365 CRM with XTEN-AV and pull-push your accounts, contacts and opportunities.
Step1. Click on the link below to visit the XTEN-AV Platform. If you have an account, please sign in; if not, you can sign up. Link: https://steve.xtenav.com/
Step2. In the top-right corner, click on your profile, then the dropdown menu will appear, select 'Settings.' This will open the Settings page.
Step3. Click on 'Integrations' on the left side then on the right side all the Integrations Platforms option’s will show , click on 'Dynamics 365.'
After clicking on it, you can proceed to fill in the required information like Client id, Tenant id, Client Secret Value and Dynamics365 Organization URL and click on 'Connect with Dynamics 365'.
Step 3.1: To get client id ,tenant id you can visit to Azure Applications which is created, copy your client id and tenant id.
Step 3.2: To get your client secret value you copy the secret value from “Certificates & secrets” in the azure app.
Step 3.3: To get organization url you can visit Microsoft power platform and visiting your created environment copy the environment url.
Step4. You can Push-Pull accounts, contacts and opportunity to Dynamics365 with XTEN-AV.
Updated on: 07/16/2024
Thank you!