Microsoft Dynamics Connection

What: The Microsoft Dynamics connection allows you to synchronize visitor data between BlueConic and Microsoft Dynamics 365  online (back and forth) in real-time.

About BlueConic: BlueConic is a Customer Data Platform that harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem. Click here to learn more.

Why: CRM data integrated into BlueConic is prime material for segmentation and personalization. BlueConic features a unique data collection engine that captures data at the customer level for known and anonymous users. For known users, or once a user becomes known, having this data in your CRM will arm your call center and other communication platforms with relevant details about your customers' explicit and implicit intents.

Microsoft Dynamics 365 online is required for this connection.

Getting the connection with Microsoft Dynamics 365 up and running is divided in two parts:

Preparing Dynamics and AzureAD

In order for BlueConic to connect with Dynamics, BlueConic needs to be registered in Azure Active Directory (Azure AD) and have this registration data configured in the BlueConic connection. You will need to follow the steps below and record some data along the way.

This guide tries to enable you to fully install this connection on your own, however BlueConic can not give support on the configuration of Azure AD. If you have a non-standard installation this guide tries to provide you with a solution, but in the end BlueConic is limited to what tools Microsoft provides, and you may need to contact a Microsoft partner or representative.

This setup is probably best done by someone familiar with Azure and Azure AD.

Prerequisites:

  • Full access to Azure and Azure AD
  • Access to Dynamics CRM 365 online and the Dynamics CRM url (should look like "https://<companyname>.crm.dynamics.com")
  • Access to BlueConic
  • An installed Dynamics CRM BlueConic plugin  

Setting up Azure Active Directory

Setting up Azure AD is a multi-step process, laid out below:

1.     Open Azure AD

Within Azure, open up Azure AD (https://portal.azure.com/). You should be able to find it in the left sidebar or under "More services".

 

 

2.     Select App Registrations

After opening AzureAD you will see the screen below. Select "App registrations":

 

3.     Register new app

 Within the new screen, select "New application registration".

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Next, configure the required fields. You will have to set:

Name

Choose a recognizable name, e.g. "BlueConic"

Application type

"Web app / API"

Sign-on URL

Your BlueConic login page, e.g. https://example.blueconic.net/login

 

After filling out the required fields, save the new app registration.

  

4.     Select Application

 Back on the "App registrations" page, select your new app.

  

Note the "Application ID". You will need this value later.

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5.     Add Required Permission

Next, the newly registered app needs permission to access Dynamics CRM. Select "Required permissions" and then "Add" a new permission.

 

Select "Select an API" and then select "Dynamics CRM online".

If Dynamics CRM online does not show up here, your account does not have access to Dynamics CRM online or Dynamics is not properly connected to your Azure instance.

 

 

Now use "Select Permissions" and under "Delegated Permissions" select "Access CRM Online as organization users" and save.

 

6.     Verify Dynamics Permission

 After saving check your API Access Required Permissions to make sure Dynamics CRM Online is listed.

 

7.     Create Key

Next create a secret key for your app registration. BlueConic will use this to secure the communication with Dynamics CRM. Set a understandable "Description" and select "In 2 years" for Expires. Then Save.

 

After saving, make sure you store the key description and key value securely, as you will need these later. If you lose these values you will have to regenerate them.

 

8.     Add Reply url

All that remains is to add an oAuth Reply URL. "Select Reply URLs" and enter the following: https://oauth.blueconic.net/redir/.

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9. Obtain Directory ID

Navigate to the Dashboard > Active Directory > Manage Properties. Copy the "Directory ID".

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Authenticating

After following all the above steps, you should now have the following data:

  • Application ID
  • Directory ID
  • Secret key
  • Your Dynamics URL, e.g. https://swsmn.crm2.dynamics.com/. Make sure it ends in a "/".

With the information obtained in the steps above you can now set up the BlueConic Dynamics CRM connection. Open BlueConic and add a Dynamics CRM connection on the connections page.

Enter the information and save the connection. Then press "Connect with Microsoft Dynamics CRM". A popup window should open and redirect you to a Microsoft Dynamics login page, where you fill in your Microsoft Dynamics CRM credentials and log in. After logging in you should be redirected to the BlueConic page. After a short while the words "Cannot connect to Microsoft Dynamics" will disappear.

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Now you are ready to set up your import and export goals.

 

Troubleshooting

If you get stuck on the Dynamics login page, please take a screenshot of the entire page. Technical information is often stored in the bottom right corner and be sure to include this.

For example:


"Additional technical information:

Correlation ID: 122b6ac1-2076-4109-b0b2-1809708b1d44

Timestamp: 2017-06-08 11:07:54Z

AADSTS90002: Tenant 2c2b1d3f-d39f-4ffa-9f21-11d4d4bdf77 not found. This may happen if there are no active subscriptions for the tenant. Check with your subscription administrator."

When contacting BlueConic support, please include as much information as possible.

 

The Microsoft Dynamics Connection is a custom pluginContact us for more information.