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.

Setup account

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

Choose Sales.

Setup account

Scroll down and click Sign up here.

Setup account

In the popup, click No, continue signing up.

Sign in

You’ll then see this:

Sign in

Enter your email address and click Next. If you already have already created a Microsoft Account, select the option to Create a New Account.

Sign in

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

Sign in

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

Sign in

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

Sign in

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

Sign in

For the domain, follow this naming convention:

  • aepdemoldapX

Replace ldap by your ldap.

Replace X by a number. For instance, 30.

In this example, the custom domain has been named: aepdemojoconnor30.

Sign in

If your custom domain is available, click Next.

For the User ID, enter admin.

For the password, use: Password_1234

Sign in

Click Sign up.

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

Sign in

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.

Sign in

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).

Sign in

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.

Sign in

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.

Sign in

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.

Sign in

If you click on this environment, you are brought to a screen with all your environment details.

Sign in

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.

Sign in

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

Sign in

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.

App

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

App

Click Azure Active Directory.

App

You’ll then see this. Click App registrations

Create Azure App

Click New registration.

Create Azure App

You’ll then see this.

Create Azure App

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

Create Azure App

Click Register.

Create Azure App

You’ll then see this.

Create Azure App

Next, you need to setup authentication.

Click Authentication.

Create Azure App

You’ll then see this.

Create Azure App

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 Yes to treat the application as a public client

Create Azure App

Click Save.

Create Azure App

Next, you need to setup the API permissions.

Click API permissions.

Create Azure App

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

Create Azure App

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

Create Azure App

You’ll then see this.

Create Azure App

Select these options:

  • Select Delegated permissions
  • Check the checkbox for user_impersonation

Create Azure App

Click Add permissions.

Create Azure App

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

Create Azure App

Confirm your choice by clicking Yes.

Create Azure App

You’ll now have the following settings. Click Overview.

Create Azure App

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

Create Azure App

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:

Attribute Description Example
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 365 admin@aepdemovangeluw1.onmicrosoft.com
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?

  • NAME

    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.

    Create Azure App

  • REGION

    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.

    Create Azure App

  • Directory (tenant) ID

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

    Create Azure App

  • Application (client) ID

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

    Create Azure App

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

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