Sending Microsoft Dynamics CRM Data to Insider

You can configure the Insider Connector for Microsoft Dynamics CRM to allow data to be sent with ease to Insider via its InOne panel.

 With this guide, you can find answers to the following questions:

• What are the use cases?
• What should I do before configuration?
• How can I set up Microsoft Dynamics CRM?
• How can I authenticate the Connector from Insider's InOne panel?

Use Cases

Leveraging the Insider and Microsoft Dynamics CRM integration capabilities, you can easily send the data from Microsoft Dynamics CRM to Insider and utilize it with Insider’s extensive capabilities. Using the Dynamics connector enables you to sync the selected user data and the selected lead user data.

During configuration, you can also set some filters to decide which data should be synced. For example:

• you can sync up the leads whose emails do not contain “@yourbrandname.com”
• assume that you have 150 fields in your Leads object. You can define which fields you want to sync to Insider. So, only the selected data will be sent to Insider.

After having set up the data connection, you can enable such use cases:

• You can take the lead data you synchronize from Microsoft Dynamics CRM and take it on an Architect journey. By putting an event condition on these journey steps, you can send an email to the users who perform the event you want, and you can move those who have not taken it to a different step, or you can send them a different email, and try to reach them through a different channel.
• You can synchronize user data from Microsoft Dynamics CRM and when the user's status changes, you can send a call to action using the messaging channels.

What should I do before configuration?

Before configuring the connector, you should decide and define the following points clearly:

• You need to select the identifier(s) to be used. Insider supports email, phone_number, uuid identifiers by default. You can use a custom user identifier too.
• You need to provide mapping for the attributes you would like to get from Microsoft Dynamics CRM and sync to Insider. You can refer to the table below:

How can I set up Microsoft Dynamics CRM?

Microsoft Dynamics CRM connector is authenticated with the OAuth 2.0 protocol. Therefore, you should sign up for an app in the Microsoft panel and request an OAuth 2.0 client ID and client secret.

You can follow Microsoft's official guide to register an application in Azure Active Directory. Refer here for further information to create an Azure Active Directory application.

1. Sign in to your Microsoft Azure or Dynamics 365 account. If you don't have one, you can create a new account for free.

2. Navigate to Microsoft Azure portal > Azure Active Directory > App Registrations.

3. To create a new app, click the New registration button. You need to enter the information requested:

• Name: It is your application name.
• Account types: It determines who can use your app or access this API. You have to choose Multitenant.
• Redirect URL: You do not need to take any action in this section.

4. Click the Register button and you will see the overview of your application. You should then get Microsoft Dynamics CRM API permission for Azure:

• Scroll down and click the view API Permissions button.
• Here, you will have Microsoft Graph permission by default. You should select the Microsoft Dynamics CRM option from the page you reach after you click the +Add a permission button.
• To add the permission, select Delegated permission and user_impersonation options.

5. The last step is to take note of the following information to connect to Insider.

• Source: The beginning of the URL for your Microsoft Dynamics 365 account such as https://example.crm.dynamics.com
• Client ID: This is the ID you will see on the Overview tab.
• Client Secret: To create a new password, navigate to Microsoft Azure portal > Azure Active Directory > Application Records > Your Application > Certificates and Secrets. Click the New client secret. 

How can I authenticate the Connector from Insider's InOne panel?

1.  Navigate to Components > Integrations > External Platform Integration.

2. Click the View button on Microsoft Dynamics CRM.

3. Click the Install button for the desired connector template.

4. Fill in the necessary fields shown. Remember that we suggested you to note them down while setting up your app account.

• Source
• Client ID
• Client Secret

Finalizing the Setup

After the authentication, the connector field mappings will be completed by Insider according to the schema you provided. Once the mapping is complete, the connector will be started by Insider.