۶Ƶ Campaign Standard and ۶Ƶ Developer Configuration for the Microsoft Dynamics 365 integration
This article will explain how to configure ۶Ƶ Campaign Standard and ۶Ƶ I/O to give the integration application access to the data.
Configure ۶Ƶ Campaign Standard campaign-standard
Profile Extensions
Please enable “profile extensions” in ۶Ƶ Campaign Standard. This is needed in order for custom fields in the Profile resource to be synced from Microsoft Dynamics 365. The steps to enable them are:
- Go to Settings -> Administration -> Development -> Publishing.
- Click “Prepare publication” to prepare a publication.
- After the preparation is finished check “Create the Profiles & Services Ext API” and click “Publish”.
Configure ۶Ƶ I/O adobe-io
۶Ƶ I/O allows you to enable API access to ۶Ƶ Campaign Standard as well as other ۶Ƶ products. This article will detail how to configure ۶Ƶ I/O in order to give the ۶Ƶ Campaign Standard integration with Microsoft Dynamics 365 access to synchronize the data.
Overview
Before performing the pre-integration setup in this article, it is assumed that you have already been provisioned and have admin access to your organization’s Campaign Standard instance. If this has not happened, then you will need to get in contact with ۶Ƶ Customer Care to complete Campaign provisioning.
Configuration
You will need to create a new ۶Ƶ Developer project and configure it for the integration.
Create a new project
To achieve this, follow the procedure below:
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Navigate to and select your ۶Ƶ Organization ID from the drop-down menu at the top right of the screen.
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Then click Create new project under Quick Start.
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Under Get started with your new project, click Add API.
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Select the ۶Ƶ Campaign and click Next.
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On the next screen you will have the option to choose type of authentication. You can either choose OAuth Server-to-Server or Service Account (JWT). Please note that Service Account (JWT) credentials are no longer recommended for new projects and have been deprecated in favor of the newer OAuth Server-to-Server credentials. The instructions provided in this guide will only apply to OAuth Server-to-Server authentication.
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On the next screen you will select product profiles to associate with this project. Select the product profile that contains in the title: The tenant ID of your Campaign instance - Administrators
Example: Campaign Standard - your-campaign-tenantID - Administrators
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Click Save configured API.
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On the next screen you will see the details of your new ۶Ƶ Developer project. Click Add to Project at the top-left of the screen and select API from the drop down.
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On the next screen you will need to select the I/O Events API, then click Next.
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On the next screen click Save the configured API. You will be brought back to the project details screen.
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Now click Add to Project at the top-left of the screen and select API from the drop down, as you did previously.
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On the next screen you will need to select the I/O Management API and click Next.
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On the next screen click Save the configured API.
Pre-integration setup in Campaign is now complete.
Related Topics
- Configure ۶Ƶ Developer for Microsoft Dynamics 365 integration is the next step in setting up the integration
- Integration Self-Service Application Overview contains the full list of steps to get the integration up-and-running.
- Campaign Standard - API Access Setup
- Campaign Standard - Dynamics 365 integration
- Migrate Credentials from JWT to OAuth Server-to-Server contains the steps to migrate credentials from JWT to OAuth Server-to-Server.