Show Menu
TOPICS×

17.1 Create your Microsoft Dynamics 365 account

In this exercise you'll create your Microsoft Azure and Dynamics 365 account.

Context - What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.
You'll be using an out of the box entity called Contact , you'll learn how to customize it for your business use case and then in later exercises you'll leverage it.

Context - What is Microsoft Azure?

Azure is a public cloud computing platform—with solutions including Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) that can be used for services such as analytics, virtual computing, storage, networking, and much more.
You'll use Microsoft Azure components like Azure Active Directory which will help you in integrating Microsoft tools and applications with Adobe Experience Platform.

17.1.1 Setup Azure and Dynamics account

Open your browser of choice in incognito mode.
Choose Sales .
Scroll down and click Sign up here .
In the popup, click No, continue signing up .
Enter your email address . Click Next.
If you are prompted that an account exists already with another Microsoft service, click Create a new account instead . Do not reuse an existing account as that may generate conflicts and will block you in future exercises.
Enter your name, a real mobile number, your company details and country. Click Next .
You're now asked to verify your account through a text message. Click Send Verification Code .
You will receive a text message with a Verification code. Enter the code and click Verify .
You now need to create your business identity.
You need to enter a custom domain for your business. For the domain, follow this naming convention:
  • aepdemo ldap X
Replace ldap by your ldap.
Replace X by a number. For instance, 1.
In this example, the custom domain should be named: aepdemovangeluw1 . Click Check availability .
If your custom domain is available, click Next .
Store the custom domain in a text file on your computer for future reference as you'll need the custom domain in future exercises.
You'll then see this.
Use the following values:
  • Name: admin
  • Password: Password_1234
  • Confirm password: Password_1234
Click Sign up .
Your account is now being created, this might take 1-2 minutes.
Finally, click Let’s go .
You may be asked to sign-in. If you need to sign in, make sure to use the User ID you received by email.
You'll then see this screen. Make sure that the scenario for Sales is selected.
Click Complete Setup .
Your account is then being set up. This may take a 3-4 minutes.
Once the setup has been completed, you'll be redirected to your Microsoft Dynamics 365 account.
You'll then see this. Click Dynamics 365 – custom .
Finally, you're now logged in to your Microsoft Dynamics 365 account.

17.1.2 Create Microsoft Azure app

Next, you'll create the Microsoft Azure app that will be used by the Custom Action in Journey Orchestration to create the Contact in Dynamics 365.
Inside the same browser window, open a new tab and go to the Microsoft Azure Portal https://portal.azure.com/ .
You'll then see this. Click Maybe later on the popup window.
Open the Microsoft Azure menu by clicking the hamburger icon in the top left corner of your screen.
Click Azure Active Directory .
You'll then see this. Click App registrations ..
Click New registration .
You'll then see this.
Fill out the Register an application form like this:
  • Name: enter SyncContact
  • Supported account types: select Accounts in any organizational directory (Any Azure AD directory - Multitenant)
  • Redirect URI : https://public.aepdemo.net
Click Register .
You'll then see this.
Next, you need to setup authentication.
Click Authentication .
You'll then see this.
Setup authentication like this:
  • Implicit grant: check the checkbox for ID tokens
  • Supported account types: check the checkbox for Accounts in any organizational directory (Any Azure AD directory - Multitenant)
  • Advanced settings: select Yes to treat the application as a public client
Click Save .
Next, you need to setup the API permissions .
Click API permissions .
You'll then see this. You now need to add the Microsoft Dynamics 365 CRM API. Click Add a permission .
The Request API permissions panel will appear on the right. Click Dynamics CRM .
You'll then see this.
Select these options:
  • Select Delegated permissions
  • Check the checkbox for user_impersonation
Click Add permissions .
You'll now see this. Click Grant admin consent for Adobe .
Confirm your choice by clicking Yes .
You'll now have the following settings. Click Overview .
You'll now find a number of important variables which you'll need in future exercises. Make sure to copy the following values in a text file on your computer:
  • Application (client) ID
  • Directory (tenant) ID
Now you have all the details you need to connect to Dynamics 365 from Adobe Experience Platform. Please make sure to keep these details handy as they will be used in upcoming section for setting up the integration between Adobe Experience Platform and Microsoft Dynamics 365.
Finally, here's an overview of all the information you now have:
Attribute
Description
Example
Web API URL
https:// NAME . REGION .dynamics.com/api/data/v9.1/
https://aepdemovangeluw1.crm4.dynamics.com/api/data/v9.1/
Authority URL
https://login.microsoftonline.com/ Directory (tenant) ID /oauth2/token
https://login.microsoftonline.com/459cea37-2ca1-4431-9a2b-1abfcf33e32b/oauth2/token
Resource
The URL of the Dynamics instance, for example https:// NAME . REGION .dynamics.com
https://aepdemovangeluw1.crm4.dynamics.com
Username
The username you use to connect to Microsoft Dynamics 365
Password
The password you use to connect to Microsoft Dynamics 365
Password_1234
Application (client) ID
The Application (client) ID of the Azure SyncContact app
9a86216a-b8c3-4b7e-a873-305d429eb90d
Where to find these variables?
  • NAME
    Have a look at the URL of your Microsoft Dynamics 365 homepage. In this example, the URL is https://aepdemovangeluw1.crm4.dynamics.com . In this case, the field NAME is equal to aepdemovangeluw1 .
  • REGION
    Have a look at the URL of your Microsoft Dynamics 365 homepage. In this example, the URL is https://aepdemovangeluw1.crm4.dynamics.com . In this case, the field REGION is equal to crm4 .
  • Directory (tenant) ID
    You can find the Directory (tenant) ID in your Azure app SyncContact on the overview page.
  • Application (client) ID
    You can find the Application (client) ID in your Azure app SyncContact on the overview page.