Microsoft Dynamics 365 Integration

Microsoft Dynamics 365 Integration

Overview

To create a Microsoft Dynamics or Peppermint integration within Client Sense there are a few necessary configuration steps to complete.
  1. Configure an Azure application key
  2. Create an application user for the Dynamics environment using the Azure application key
  3. Add the Dynamics or Peppermint integration to Client Sense using the above details
  4. Generate a custom solution from the integration configuration dialog
  5. Import the solution into Dynamics or Peppermint to create the necessary fields

Dynamics Configuration

This setup step should take approximately 15 minutes.
Before the Microsoft Dynamics integration can be created in Client Sense additional configuration is required on the user's side.

Setting up an Azure Application key

  1. Navigate to office.com and log in as a Global Administrator
  2. Click the app launcher icon in the top left corner (box of 9 dots)
  3. Select Admin from the Apps dropdown
  4. In the left side bar, select Show All and select Azure Active Directory admin center
  5. In the left side bar, select Azure Active Directory
  6. Under Applications, select App registration



  7. From the top bar, select New registration
    1. Name the application Client Sense Dynamics Integration

    2. Leave the rest of the settings as they are and click Register
  8. After registering the application the following details should be made available: Display name, Application (client) ID, Directory (tenant) ID, and Object ID. Write down the Application ID and Directory ID.



  9. On the left menu under Manage select API permissions
  10. Click Add a permission

  11. In the list of Microsoft APIs locate and select Dynamics CRM

  12. Within Dynamics CRM, enable the user_impersonation permission


  13. Click Add permissions

  14. Under Manage, select Certificates & secrets
  15. Click create a New client secret
    1. Set the description to Client Sense Integration Secret
    2. Set Expires to a long custom time frame or a suitable period
  16. Click Add
  17. Write down the Secret Value

Adding the Application User to Dynamics 365

  1. Open the Power Platform Admin Center https://admin.powerplatform.microsoft.com as a System Administrator
  2. Select Environments on the left hand menu



  3. Select your Dynamics 365 Environment by clicking on the name



  4. Take note of the Environment URL - you will need this to configure the integration



  5. Select Settings (gear icon) on the top menu



  6. Click the Users + permissions dropdown and select Application users



  7. If you don't have any existing app users, select the Setup app user button, alternatively select New app user from the top menu
  8. In the presented dialog select Add an app
  9. Select the app you created in the Setting up an Azure Application key step, searching by name or by App ID and click Add
  10. Select the business unit you want to target from the dropdown
  11. Select Security roles and add Marketing Manager (if it exists in your instance) and System Customizer
  12. Click Create

Adding the Dynamics 365 Integration to Client Sense

Please ensure that you're a full Client Sense user to perform this step
  1. Launch Client Sense
  2. From the top right dropdown menu, click Integrations
  3. Add the Microsoft Dynamics integration (if using Peppermint please choose the Peppermint option)
  4. Populate fields using the values collected in the above steps
    1. API url = Environment URL (e.g. https://exampleorganisation.crm6.dynamics.com)
    2. Tenant ID = Directory ID
    3. Client ID = Application ID
    4. Secret = Secret Value
  5. Click Save
The integration has now been added and Client Sense now has a connection to Microsoft Dynamics. Before the integration can complete a full sync a solution needs to be added into Dynamics or Peppermint to create the required fields for Client Sense.

Dynamics Solution

Generating a Solution

  1. From the Integrations page, access the settings of the Dynamics or Peppermint integration by clicking the gear icon
  2. Click the generate solution button
  3. Import the solution into Dynamics or Peppermint

Presenting the contact view and fields

The solution will add a contact view which contains all of the relevant Client Sense fields. Once the solution has been imported and published, the contact form will need to be added to your App to make this visible. Once adding the contact view, it will be available via a dropdown under the contacts name when viewing a contact.




The following guide is for the new Power Apps interface but this can also be added through the previous interface, through the Model-drive Apps customiser screen and the App Designer

  1. Through power apps edit the environment
  2. Select solutions from the left menu
  3. Select Default Solution from the bottom of the list
  4. Select Apps on the left
  5. Select your App from the list
  6. On the left drop down Contacts and select Contact Forms
  7. On the right under the Not in this app heading, select the 3 dots next to Client Sense and click Add
  8. Choose Publish to present the form to all users


Integration changes in Dynamics or Peppermint

Custom field changes

The following custom fields will be added against Contacts by default

Field
Description
CS Created
Flagged as True when the contact is pushed into the CRM from Client Sense
CS Title
The title as captured in Client Sense
CS Street
The street of the primary address as captured in Client Sense
CS City
The city of the primary address as capture in Client Sense
CS State
The state of the primary address as captured in Client Sense
CS Postcode
The postcode of the primary address as captured in Client Sense
CS Country
The country of the primary address as captured in Client Sense
CS Top Employees
The top employees of the contact for the configured period from Client Sense
CS Top Groups
The top groups of the contact for the configured period from Client Sense
CS Relationship Managers
The relationship managers configured against the contact in Client Sense

Contact view changes

A contact view within Dynamics will be added that holds the CS fields. Ensure that the form has been added for all users.

Data mapping

Client Sense maps by Email and Domain. Individuals within Client Sense will be mapped by email to Contacts within Dynamics. Organisations within Client Sense will be mapped by domain to Accounts within Dynamics.

Client Sense does not import any data for Contacts or Accounts that exist within Dynamics but don't exist in Client Sense.

During an integration sync, contacts that exist in Dynamics or Peppermint and in Client Sense will be mapped. This mapping involves flagging the contact in Client Sense as existing in the CRM and the data that Client Sense holds will be pushed into the CRM in the "CS" fields.

Iframe Authorisation Changes

To allow non Client Sense users to access the iframe a security group will need to be configured

  1. Navigate to Client Sense admin
  2. Select the security tab
  3. In the iframe roles field enter the name of a group that contains users who are allowed to see the iframe
  4. Click Save