Creating an Application User
Once the application registration is done, then an application user can be created.
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Navigate to your Common Data Service environment (
https://[org].crm.dynamics.com
). -
Navigate to Settings > Security > Users.
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Choose Application Users in the view filter.
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Select + New.
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In the Application User form, enter the required information.
NOTE
-
The user name information must not match a user that exists in the Azure Active Directory.
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In the Application ID field, enter the application ID of the app you registered earlier in the Azure AD.
-
-
If the setup is correct, then after selecting Save, the Application ID URI and Azure AD Object Id fields will auto-populate with correct values.
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Before exiting the user form, choose Manage Roles and assign a security role to this application user so that the application user can access the desired organization data.
Connecting your Dynamics Instance via OAuth
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When setting up your Dynamics connection for the first time, follow steps 1-5 of the “CRM as a Data Provider” section in this article.
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When prompted for OAuth credentials, fill in the Client Id, Client Secret, and Application Id URI that were set up in the section above.
a. Client Id is the Id from Step #7 in the section above. If you didn’t write it down, the Application Id is displayed in the Settings of the App registration.
b. Client Secret is the application secret created in the Azure Portal for your application under Certificates & Secrets.
c. Application ID URI is the URL of the target web API (secured resource). To find the App ID URL, in the Azure Portal, click Azure Active Directory, click Application registrations, open the application’s Settings page, then click Properties. It may also be an external resource like https://graph.microsoft.com
. This is normally the URL of the Dynamics instance.
- After you click Submit, you will be prompted to sign in with Azure Active Directory. When the authentication is successful, your Dynamics account is connected as a data provider within Marketo Measure.
Reauthenticating your Dynamics Account
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When you are in the Marketo Measure application, go to My Settings > Settings > Connections.
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Click the key icon in the CRM section next to the Dynamics connection.
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When the key is clicked, a pop-up appears and you are prompted to enter the Client ID, Client Secret, and Application ID URI, similar to the signup flow.
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After you click Submit, you will be prompted to sign in with Azure Active Directory. When the authentication is successful, your Dynamics account is reauthorized within Marketo Measure.
Marketo Measure
- Overview
- Introduction to Marketo Measure
- Marketo Measure Tracking
- Configuration and Setup
- Channel Tracking and Setup
- API Connections
- Marketing Spend
- Advanced Marketo Measure Features
- Marketo Measure Discover UI
- Marketo Measure and Adobe
- Marketo Measure and Dynamics
- Marketo Measure and Marketo
- Marketo Measure Salesforce Reporting
- Marketo Measure Data Warehouse
- BI Report Templates
- Security and Compliance
- Marketo Measure Ultimate
- Miscellaneous
- Release Notes
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