Configure Microsoft Dynamics 365 for Campaign integration

Learn how to configure Microsoft Dynamics 365 integration and activate your CRM data on cross-channel communication with Adobe Campaign Standard.

Overview

Adobe Campaign Standard - Microsoft Dynamics 365 integration is described in this page.

Three systems that need to be provisioned for this integration:

  1. Adobe Campaign Standard - Learn more
  2. Microsoft Dynamics 365 for Sales - Described below
  3. Integration tool - owned by Adobe Consulting team

Once provisioned, these systems need to be configured by an Administrator.

This article highlights the steps, on the Microsoft Dynamics 365 side, required during pre-integration setup to enable a customer to use the Adobe Campaign Standard - Microsoft Dynamics 365 integration.

NOTE

Until the UI for the self-service tool is available later this year, the onboarding team will assist you in configuring the integration.

Prerequisites

Before performing the pre-integration setup in this document, it is assumed that you have already provisioned and have admin access to your organization’s Microsoft Dynamics 365 instance. If this has not happened, then you will need to get in contact with Microsoft customer support to complete Dynamics 365 provisioning.

If you are configuring the integration for both staging and production environments, you will need to perform the steps below for both your staging and production Dynamics 365 instances. A few instructions below vary slightly depending if you are configuring a stage or production Dynamics 365 instance (e.g., for production instance, select “prod” for <stage or prod>)

Setting up application and permissions

An OAuth access token allows the integration tool to authenticate with your Microsoft Dynamics 365 instance via web APIs in order to post Campaign Standard experience events to the timeline view of the Microsoft Dynamics 365 interface.

Main steps are outlined in the following video:

To generate the OAuth access token, follow the steps outlined below.

Register a new application

  1. Under your administrator login, login to portal.azure.com.

  2. Click on Azure Active Directory in the left side menu; then click App registrations on the sub menu that appears.

  3. Click New registration at the top of screen.

  4. Fill out the app registration screen:

    • Name: adobe campaign <stage or prod>
    • Supported account type: Accounts in this organizational directory only (default value)

For more information about creating a new application, refer to this section.

NOTE

Azure AD assigns a unique application` (client) ID to your app. You will need this ID later on in configuring Dynamics 365, as well as when you perform pre-integration setup for the integration tool.

Generate client secret

  1. From the app overview screen, on the sub menu on the left, click Certificates and Secrets > New client secret

  2. Enter a description, set duration and click OK.

Your client secret is now created. Retain the value temporarily for the completion of the pre-integration setup of the integration tool.

CAUTION

Keep this value as you will need it to complete the integration tool pre-integration setup. It cannot be retrieved afterwards.

Setup permissions

  1. From this screen or the app overview screen, click on API permissions in the sub menu on the left. After clicking Add a permission, you need to select Dynamics CRM in the menu.

  2. Then check the box for user_impersonation, and click the Add permissions button.

For more information about permission set up, refer to this section.

Create the app user

This new user is a generic user. It will be used by the application: any change to Microsoft Dynamics 365 using the API will be done by this user. To create it, follow the steps below:

  1. Navigate to your Dynamics 365 instance and log in as Admin.

  2. Click on the gear icon in the upper right corner and click on Advanced Settings. In the top banner, click on the drop down next to Settings, click on Security > Users.

  3. Click on the drop-down menu go to Application Users. Click New.

  4. Ensure drop down next to user icon says USER:APPLICATION USER.

    Fill out the screen for the new user. Parameters suggestions:

    • User Name (email): adobe_api_<stage-or-prod>@<your-d365-hostname>" (e.g., adobe_api_stage@some-company.crm.dynamics.com)
    • Application ID: ID of the application you registered in Azure AD (this is required)
    • You can leave blank Application ID URI and Azure AD Object ID
    • Full Name: Adobe API <stage or prod>
    • Email: same as User Name (or admin’s email if you wish)

    For more information about app user creation, refer to this section.

  5. Click on the user icon and upload an Adobe Campaign icon; this is the icon that will be displayed in the Timeline view when new Adobe events appear in Dynamics 365.

  1. Open the user roles list by clicking MANAGE ROLES in the top ribbon.

  2. Scroll down and select System administrator access for this user.

  3. Click OK.

Get the tenant ID

Follow the instructions in this page to find your tenant ID. You’ll need this ID during pre-integration setup in the integration tool.

Install Campaign Standard for Microsoft Dynamics 365

To integrate the Dynamics 365 App to your Campaign Standard environment, follow the steps below:

  1. Navigate to the following link: https://appsource.microsoft.com/en-us/marketplace/apps and search for Adobe Campaign for Dynamics 365 in the search bar.
    Alternatively, you can navigate to this link.
  2. Follow the instructions to install the app for your Dynamics 365 instance.
  3. Once installed, navigate to your Dynamics 365 instance and sign in as administrator.
  4. Click on the gear icon in the upper right corner and click on Advanced Settings. In the top banner, click on the drop down next to Settings, click on Processes under Process Center.
  5. Search for Adobe Campaign Email Bounce task and click it.
  6. On the Administration tab, change the owner to the Adobe API application user created earlier by clicking Actions from the top ribbon, then select Assign to another User option, select Adobe API application user from the dropdown to assign.
  7. Reactivate the process.
  8. Do the same for the Adobe Campaign Email Click task.
NOTE

If at any time you wish to deactivate these processes, you can do so in this Processes screen.

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