17.1 Create your Microsoft Dynamics 365 account

In this exercise you’ll create your Microsoft Azure and Dynamics 365 account.

Context - What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

You’ll be using an out of the box entity called Contact, you’ll learn how to customize it for your business use case and then in later exercises you’ll leverage it.

Context - What is Microsoft Azure?

Azure is a public cloud computing platform—with solutions including Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) that can be used for services such as analytics, virtual computing, storage, networking, and much more.

You’ll use Microsoft Azure components like Azure Active Directory which will help you in integrating Microsoft tools and applications with Adobe Experience Platform.

17.1.1 Setup Azure and Dynamics account

Open your browser of choice in incognito mode.

Go to https://trials.dynamics.com/.

Choose Sales.

Scroll down and click Sign up here.

In the popup, click No, continue signing up.

You’ll then see this. Enter your email address and click Next.

If you already have already created a Microsoft Account, select the option to Create a New Account.

Enter your personal information in the next screen, and click Next.

You’re now asked to verify your account through a text message. Select Text me, and click "Send Verification Code**.

Enter the code that has been texted to you and click Verify

You now need to create your business identity. The first step is create a custom domain for your business.

For the domain, follow this naming convention:

• demosystemldapX

Replace ldap by your ldap.

Replace X by a number. For instance, 101.

In this example, the custom domain has been named: demosystemvangeluw101.

If your custom domain is available, click Next.

For the User ID, enter admin.

For the password, use: Password_1234

Click Sign up.

Wait for a couple of minutes without refreshing or closing the window until you see this screen.

Store the user id in a text file on your computer for future reference as you’ll need this in future exercises.

Note: You will receive an email with details of your trial subscription, including your custom domain and user ID. You should keep this mail, or make sure that you record the domain information for use later in this exercise.

Back in the browser, click Get Started.

You may be asked to sign-in. If you need to sign in, make sure to use the User ID you received by email.

You will be brought to the Power platform admin center where you can see the environment that has been created for you. In this case it is called Adobe (default).

You now need to create your Microsoft Dynamics Environment that will be used in this exercise.
In the right hand side enter the New environment settings.

For the name, use the same name as before, in this case: demosystemvangeluw101.

Leave the other settings as the defaults and click Next.

You can now choose your database settings.

For the URL again use the custom domain you created earlier - in this case demosystemvangeluw101. Note the whole URL demosystemvangeluw101.crm4.dynamics.com as this is how you will access Microsoft Dynamics.

Enable the toggle for Enable Dynamics 365 apps and select All enterprise applications from the list under Automatically deploy these apps.

Click Save. Your account is then being set up. This may take a 3-4 minutes. Wait until the state changes from PreparingInstance to Ready.

When the status changes to Ready, click the name of your environment after which you are brought to a screen with all your environment details.

Click Open environment in the top bar. This will open a new tab with your Microsoft Dynamics 365 account.

You’ll then see this. Click Dynamics 365 – custom.

Finally, you’re now logged in to your Microsoft Dynamics 365 account.

17.1.2 Create Microsoft Azure app

Next, you’ll create the Microsoft Azure app that will be used by the Custom Action in Journey Orchestration to create the Contact in Dynamics 365.

Inside the same browser window, open a new tab and go to the Microsoft Azure Portal https://portal.azure.com/.

You’ll then see this. Click Maybe later on the popup window.

Open the Microsoft Azure menu by clicking the hamburger icon in the top left corner of your screen.

Click Azure Active Directory.

You’ll then see this. Click App registrations…

Click New registration.

You’ll then see this.

Fill out the Register an application form like this:

• Name: enter SyncContact
• Supported account types: select Accounts in any organizational directory (Any Azure AD directory - Multitenant)
• Redirect URI : https://public.aepdemo.net

Click Register.

You’ll then see this.

Next, you need to setup authentication.

Click Authentication.

You’ll then see this.

Setup authentication like this:

• Implicit grant: check the checkbox for ID tokens
• Supported account types: check the checkbox for Accounts in any organizational directory (Any Azure AD directory - Multitenant)
• Advanced settings: select Allow public client flows and set the toggle to Yes.

Click Save.

Next, you need to setup the API permissions.

Click API permissions.

You’ll then see this. You now need to add the Microsoft Dynamics 365 CRM API. Click Add a permission.

The Request API permissions panel will appear on the right. Click Dynamics CRM.

You’ll then see this.

Select these options:

• Select Delegated permissions
• Check the checkbox for user_impersonation

Click Add permissions.

You now need to add the Microsoft Dynamics 365 Export Data. Click Add a permission.

The Request API permissions panel will appear on the right again. Click Data Export Service for Microsoft Dynamics 365.

You’ll then see this.

Select these options:

• Select Delegated permissions
• Check the checkbox for user_impersonation

Click Add permissions.

You’ll now see this. Click Grant admin consent for Adobe.

Confirm your choice by clicking Yes.

You’ll now have the following settings. Click Certificates & secrets.

You will now create the client secret that will be used to connect this as a source to Adobe Experience Platform. We will use this secret to create a Microsoft Dynamics User (with permissions to this App) and then use the same credential to connect to the source from Adobe Experience Platform.

Click New client secret.

Add a description of Demo System Integration, and set the field Expires to 24 months.

Click Add.

You will then see the generated Value and ID. Copy these to a file on your computer and keep them safe. You will need them later in the exercise.

You will now see this. Click on Overview.

You’ll now find a number of important variables which you’ll need in future exercises.
Make sure to copy the following values in a text file on your computer:

• Application (client) ID
• Directory (tenant) ID

Now you have all the details you need to connect to Dynamics 365 from Adobe Experience Platform. Please make sure to keep these details handy as they will be used in upcoming section for setting up the integration between Adobe Experience Platform and Microsoft Dynamics 365.

Finally, here’s an overview of all the information you now have:

Where to find these variables?

• NAME

  Have a look at the URL of your Microsoft Dynamics 365 homepage. In this example, the URL is https://demosystemvangeluw101.crm4.dynamics.com. In this case, the field NAME is equal to demosystemvangeluw101.

  

• REGION

  Have a look at the URL of your Microsoft Dynamics 365 homepage. In this example, the URL is https://demosystemvangeluw101.crm4.dynamics.com. In this case, the field REGION is equal to crm4.

  

• Directory (tenant) ID and Application (client) ID

  You can find the Directory (tenant) ID and the Application (client) ID in your Azure app SyncContact on the overview page.

  

  Client Secret and Value

  If you have lost this, you can generate a new secret in Certificates & secrets

Next Step: 17.2 Connect Microsoft Dynamics 365 to Adobe Experience Platform via a Source Connector

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