In this exercise you’ll create your Microsoft Azure and Dynamics 365 account.
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.
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.
Open your browser of choice in incognito mode.
Go to https://trials.dynamics.com/.
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:
Replace ldap by your ldap.
Replace X by a number. For instance, 30.
In this example, the custom domain has been named: aepdemojoconnor30.
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 Let’s go.
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 custom domain that you created earlier - in this case aepdemojoconnor30.
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 aepdemojoconnor30. Note the whole URL aepdemojoconnor30.crm4.dynamics.com as this is how you will access Dynamics.
Select Sales Pro 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.
If you click on this environment, 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.
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:
You’ll then see this.
Next, you need to setup authentication.
You’ll then see this.
Setup authentication like this:
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:
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 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:
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:
|Web API URL||https://NAME.REGION.dynamics.com/api/data/v9.1/||https://aepdemovangeluw1.crm4.dynamics.com/api/data/v9.1/|
|Authority URL||https://login.microsoftonline.com/Directory (tenant) ID/oauth2/token||https://login.microsoftonline.com/459cea37-2ca1-4431-9a2b-1abfcf33e32b/oauth2/token|
|Resource||The URL of the Dynamics instance, for example https://NAME.REGION.dynamics.com||https://aepdemovangeluw1.crm4.dynamics.com|
|Username||The username you use to connect to Microsoft Dynamics firstname.lastname@example.org|
|Password||The password you use to connect to Microsoft Dynamics 365||Password_1234|
|Application (client) ID||The Application (client) ID of the Azure SyncContact app||9a86216a-b8c3-4b7e-a873-305d429eb90d|
Where to find these variables?
Have a look at the URL of your Microsoft Dynamics 365 homepage. In this example, the URL is https://aepdemovangeluw1.crm4.dynamics.com. In this case, the field NAME is equal to aepdemovangeluw1.
Have a look at the URL of your Microsoft Dynamics 365 homepage. In this example, the URL is https://aepdemovangeluw1.crm4.dynamics.com. In this case, the field REGION is equal to crm4.
Directory (tenant) ID
You can find the Directory (tenant) ID in your Azure app SyncContact on the overview page.
Application (client) ID
You can find the Application (client) ID in your Azure app SyncContact on the overview page.