17.2 Connect Dynamics to Adobe Experience Platform via RTCDP and Journey Orchestration

17.2.1 Update the Contact Entity in Microsoft Dynamics 365

Login to your Microsoft Dynamics 365 account. The URL of your Microsoft Dynamics 365 account looks like this: https://NAME.REGION.dynamics.com, for instance, https://aepdemovangeluw1.crm4.dynamics.com/.

You’ll then see this. Click on Dynamics 365 - custom.

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You’ll then see this. Click the gear icon.

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In the menu, click Advanced Settings.

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A new browser tab will open. You’ll see this.

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In the top menu, click Settings, then click Customizations.

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Next, click Customize the System.

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A new browser tab will open. In the left menu, click to expand Entities.

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Scroll down to Contact. Click to expand Contact.

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Click Forms.

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Click Contact.

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A new browser tab will open to display the Contact Entity form fields.

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In the panel Contact Information you’ll add another field called Sentiment, right under the Address field.

Click New Field.

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A new browser tab will appear.

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Enter the following details:

  • Display Name: Sentiment
  • Data type: Option Set

You’ll then have this:

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In the Options list, enter the below values. Click the green + icon.

Label Value
Neutral 1
Positive 2
Negative 0
  • Option: Neutral

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    NOTE When entering a single digit into the Value field the following popup will appear. You can click OK to continue:

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  • Option: Positive

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    NOTE When entering a single digit into the Value field the following popup will appear. You can click OK to continue:

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  • Option: Negative

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    NOTE When entering a single digit into the Value field the following popup will appear. You can click OK to continue:

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After adding the three option values, click Save and Close.

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Go back to the Contact Entity Form. Click Save.

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Refresh the browser window.

After refreshing the browser window, go to the Field Explorer on the right and select Custom Fields.

You now see the new field called Sentiment in the list of Custom Fields.

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Now drag your new field Sentiment from the Field Explorer window to below the Address field.

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Click Save.

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This will take a few seconds and there will be no warning when completed.

Once your changes have been saved, click Publish.

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This will take a few seconds. You will see the following message but there will be no warning when completed.

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Once your changes have been published, you can now close this window.

You’ll then be back here, close this window as well.

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Return to your Microsoft Dynamics 365 dashboard.

In the left menu, click Contact.

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You now see your list of Contacts. Click any contact to view the Contact record.

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You should see the new Sentiment field:

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17.2.2 Connect Adobe Experience Platform to Microsoft Dynamics 365

Go to Adobe Experience Platform.

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In the left menu, go to Sources.

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You’ll then see the Sources homepage. In the Sources menu, click on CRM.

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Click the Microsoft Dynamics card. Next, click on + Connect source.

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From the Microsoft Dynamics account connection screen, click New account.

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Next, you have to enter your Microsoft Dynamics 365 details.

Enter your details like this:

Key Description Example
Account name ldap AEP Demo Dynamics 365 Account vangeluw AEP Demo Dynamics 365 Account
Description ldap AEP Demo Dynamics 365 Account vangeluw AEP Demo Dynamics 365 Account
serviceUri 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

After filling out all the fields, click Connect to source.

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Wait for the connection to be made. When successful you should see:

Connect

Click Next.

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You now see this. The next step is to select the data from Microsoft Dynamics 365.

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From the list of Table Names, you need to select Contact. Given that the list of Table Names isn’t sorted in an alphabetical way, the best way to find Contact is to use the search functionality of your browser and search for the word Contact.

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Here’s the table name you need. Select Contact, and after a couple of seconds you should see a preview of the table on the right side of your screen.

Connect

Click Next.

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You’ll now see this. Next, you’ll need to setup the mapping between the Microsoft Dynamics 365 fields and Adobe Experience Platform’s Experience Data Model (XDM).

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For this exercise, a dataset has already been created. Click Existing dataset.

Next, click the database icon.

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Search and select the AEP Demo - MSFT Dynamics Profile dataset.

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Click Confirm.

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You now need to map the fields in the Contacts Entity in Microsoft Dynamics 365 to the AEP Demo - MSFT Dynamics Profile Schema in Adobe Experience Platform.

First, click Clear all mappings as you don’t need to map all the fields.

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Next, you need to add the following seven fields from the Contact table and map then with the schema for your selected dataset.

For each of the required mappings, click the Add new mapping button.

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Source Field Target Field
contactid –aepTenantId–.identification.crmId
emailaddress1 –aepTenantId–.identification.emailId
emailaddress1 personalEmail.address
firstname person.name.firstName
lastname person.name.lastName
birthdate person.birthDate
mobilephone mobilePhone.number
new_sentiment –aepTenantId–.sentiment.sentiment

Your final mapping should look like:

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If your mapping looks like the above screenshot, click Next.

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Next, you need to setup the Scheduling.

Define the following fields like this:

  • Set Frequency to every 15 minutes.
  • Set Load incremental data by to modifiedon.

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Click Next.

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Now you will need to name your Flow.

Set the Dataflow name to: ldap Dynamics Contact Dataflow. For instance, in this example, the Dataflow Name should be vangeluw Dynamics Contact Dataflow.

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Click Next.

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Review your configuration

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Click Finish.

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After clicking Finish, you’ll see this:

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Once you click on finish, it may take up to ~15 minutes to ingest the data from Microsoft Dynamics 365 into the AEP Demo - MSFT Dynamics Profile dataset in Adobe Experience Platform.

Next Step: 17.3 Create a Contact in Microsoft Dynamics 365 using Journey Orchestration & Import data from Microsoft Dynamics

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