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DocumentationCampaignCampaign v8 Documentation

Work with Campaign and Microsoft Dynamics 365 crm-ms-dynamics

Last update: Tue Aug 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • User

Activate your CRM data on cross-channel communication: learn how to pass on contacts from Microsoft Dynamics 365 to ÃÛ¶¹ÊÓƵ Campaign, and share campaign performance data (sends, opens, clicks, and bounces) back from ÃÛ¶¹ÊÓƵ Campaign to Microsoft Dynamics 365.

Once configuration is done, data synchronization between systems is carried out via a dedicated workflow activity. Learn more.

NOTE
Supported Microsoft Dynamics versions are detailed in Campaign Compatibility matrix.

Follow the steps below to configure a dedicated external account to import and export Microsoft Dynamics 365 data into ÃÛ¶¹ÊÓƵ Campaign.

For each system, these steps need to be performed by an administrator.

CAUTION
Steps in this documentation will guide you through creating integrations/registrations that involve assigning permissions and/or admin access. It is your responsibility to ensure these steps comply with your company policies before performing, and to perform them carefully.

Configure Microsoft Dynamics 365 config-crm-microsoft

To connect Microsoft Dynamics 365 to work with ÃÛ¶¹ÊÓƵ Campaign via Web API, log on to using a Global administrator credential, and follow the steps below:

  1. Get your Dynamics 365 Application (client) ID. Learn more
  2. Generate Microsoft Dynamics Certificate key identifier and Key ID. Learn more
  3. Configure permissions. Learn more
  4. Create an App User. Learn more
  5. Encode the private key. Learn more

Get Dynamics 365 Client ID get-client-id-microsoft

To get the Application (client) ID, you need to register an App in Azure Active Directory.

  1. Browse to Azure Active Directory > App Registrations, and select New Registration.
  2. Enter a unique name which can help identify an instance, such as adobecampaign<instance identifier>.

Once you save, Microsoft Azure Directory assigns a unique Application (client) ID to your app. You will need this ID later on in configuring Dynamics 365 in ÃÛ¶¹ÊÓƵ Campaign.

Learn more in .

Generate Microsoft Dynamics Certificate key identifier and Key ID config-certificate-key-id

To get the Certificate key identifier (customKeyIdentifier) and the Key ID (keyId), you must upload a certificate. Certificates can be used as secrets to prove the application’s identity when requesting a token. Also can be referred to as public keys.

Follow the steps below:

  1. Browse to Azure Active Directory > App Registrations and select the Application which was created earlier.
  2. Select on Certificates & Secret.
  3. From the Certificates tab, click on Upload certificate
  4. Upload your public certificate.
  5. Browse to the Manifest link to get the Certificate key identifier (customKeyIdentifier) and the Key ID (keyId).

The Certificate key identifier (customKeyIdentifier) and the Key ID (keyId) are needed in Campaign to configure your Microsoft Dynamics 365 CRM external account using the Certificate CRM O-Auth type.

How to generate the public certificate

To generate the certificate, you can use openssl.

For example:

code language-none 
- openssl req -x509 -sha256 -nodes -days 365 -newkey rsa:2048 -keyout '<'private key name'>' -out '<'public certificate name'>
note note
NOTE
You can change the number of days, here -days 365, in the code sample for a longer certificate validity period.

You must then encode the certificate in base64. To do so, you can use the help of a Base64 encoder or use the command line base64 -w0 private.key for Linux.

Configure permissions config-permissions-microsoft

Step 1: Configure the Required Permissions for the app that was created.

  1. Navigate to Azure Active Directory > App Registrations and select the Application which was created earlier.
  2. Click Settings on the top left.
  3. On Required Permissions, click Add and Select an API > Dynamics CRM Online.
  4. Click Select, enable Access Dynamics 365 as organization users checkbox and click Select.
  5. Then, from your app, select the Manifest under the Manage menu.
  6. From the Manifest editor, set the allowPublicClient property from null to true and click Save.

Step 2: Grant admin consent

  1. Navigate to Azure Active Directory > Enterprise applications.
  2. Select the application to which you want to grant tenant-wide admin consent.
  3. From the left pane menu, select Permissions under Security.
  4. Click Grant admin consent.

For more information on this, refer to .

Create an App User create-app-user-microsoft

NOTE
This step is optional with Password credentials authentication.

The App user is the user that the application registered above will use. Any changes made to Microsoft Dynamics using the App registered above will be done via this user.

Step 1: Create a non-interactive user on azure active directory

  1. Click Azure Active Directory > Users and click New User.
  2. Give a proper name that you want use and the username should be an email format.
  3. Choose Dynamics 365 Administrator in the Directory Role.

Step 2: Assign a proper license to the created user

  1. From , click on Admin app.
  2. Go to Users > Active Users and click on the newly created user.
  3. Click on Edit product licenses and select the Dynamics 365 Customer Engagement Plan.
  4. Click Close.

Step 3: Create an application user on Dynamics CRM

  1. From , navigate to Settings > Security > Users.
  2. Click on drop-down, select Application users, and click New.
  3. Use the same username as the user created on active directory above.
  4. Assign the Application ID for the application you created earlier.
  5. Click on Manage Roles and choose the System administrator role to the user.

Configure Campaign configure-acc-for-microsoft

Create the connection new-ms-dyn-external-account

First, you must create the Microsoft Dynamics 365 external account.

  1. Browse the Administration > Platform > External accounts node of the Campaign explorer and create an external account.

  2. Select Microsoft Dynamics CRM external account in the Type section.

  3. Select the authentication method in the CRM O-Auth type drop-down list.

    1. To configure the Microsoft Dynamics CRM external account to connect with ÃÛ¶¹ÊÓƵ Campaign with Password Credentials, provide the following details:

      • Server: URL of your Microsoft CRM server. To find your Microsoft CRM Server URL, access your Microsoft Dynamics CRM account then click Dynamics 365 and select your app. You can then find your Server URL in the address bar of your browser, e.g. https://myserver.crm.dynamics.com/.
      • Account: Account used to sign in to Microsoft CRM.
      • Password: Account used to sign in to Microsoft CRM.
      • Client identifier: Application (client) ID which can be found from Microsoft Azure management portal in the Update your code category, Client ID field.
      • CRM version: Choose Dynamics CRM 365 CRM version.

    2. To configure the Microsoft Dynamics CRM external account to connect with ÃÛ¶¹ÊÓƵ Campaign with a Certificate, provide the following details:

      • Server: URL of your Microsoft CRM server. To find your Microsoft CRM Server URL, access your Microsoft Dynamics CRM account then click Dynamics 365 and select your app. You can then find your Server URL in the address bar of your browser, e.g. https://myserver.crm.dynamics.com/.
      • Private key: Copy/Paste the private key, encoded base64 as explained in this section.
      • Key ID: Key available in the Manifest tab of your application, as explained in this section.
      • Custom Key identifier: Identifier available in the Manifest tab of your application, as explained in this section.
      • Client identifier: Application (client) ID which can be found from Microsoft Azure management portal as explained in this section.
      • CRM version: Choose Dynamics CRM 365 CRM version.

  4. Select the Enable option to activate the account in Campaign.

NOTE
To approve the setup, log off and back on to the ÃÛ¶¹ÊÓƵ Campaign client console.

Select tables to synchronize ms-dyn-create-tables

You can now configure tables to synchronize.

  1. Click the Microsoft CRM configuration wizard….
  2. Select the tables to synchronize and start the process.
  3. Check the schema generated in ÃÛ¶¹ÊÓƵ Campaign in the Administration > Configuration > Data schemas node.
NOTE
Make sure to add to the allowlist two URLs: the server URL and login.microsoftonline.com. To perform this, contact your ÃÛ¶¹ÊÓƵ representative.

Synchronize enumerations sfdc-enum-sync

Once the schema is created, you can synchronize enumerations automatically from Dynamics 365 to ÃÛ¶¹ÊÓƵ Campaign.

  1. Open the assistant from the Synchronizing enumerations… link.
  2. Select the ÃÛ¶¹ÊÓƵ Campaign enumeration that matches the Dynamics 365 enumeration.
    You can replace all values of an ÃÛ¶¹ÊÓƵ Campaign enumeration with those of the CRM: to do this, select Yes in the Replace column.
  3. Click Next and then Start to start importing the enumerations.
  4. Browse the Administration > Platform > Enumerations node to check imported values.

ÃÛ¶¹ÊÓƵ Campaign and Microsoft Dynamics 365 are now connected. You can set up data synchronization between the two systems.

To synchronize data between ÃÛ¶¹ÊÓƵ Campaign data and Microsoft CRM, create a workflow and use the CRM connector activity.

Learn more about data synchronization in this page.

Supported field data types ms-dyn-supported-types

For Microsoft Dynamics 365 supported/unsupported attribute types are listed below:

Attribute type
Supported
Basic types: boolean, datetime, decimal, float, double, integer, bigint , string
Yes
Money (as double)
Yes
memo, entityname , primarykey, uniqueidentifier (as strings)
Yes
Status, picklist (we store the possible values in enumerations), state (string)
Yes
owner (as string)
Yes
Lookup (only single entity reference lookups)
Yes
customer
No
Regarding
No
PartyList
No
ManagedProperty
No
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