Program extensions: Microsoft Dynamics

Please note

This article assumes you've read Using program extensions. It also assumes you have an active account with Microsoft Dynamics. If you don't have one, you'll need to sign up for one before you can create a profile for this extension.

Contents

Initial setup
Creating a Microsoft Dynamics profile
Configuring your Microsoft Dynamics extension

Summary

A Microsoft Dynamics extension can be used in programs to create contacts and create leads when they reach the node. 

Initial setup

Please note that in order to use the Microsoft Dynamics program extension with NTLM, your Microsoft Dynamics web service must be reachable from our range of IP addresses (94.143.104.*) and have a login with the appropriate permissions for the action that you want to perform.

Alternatively, if you're CRM system is Microsoft Dynamics CRM 2015 then you can use Azure authentication.

Providing all this is in place, you'll then need to ask our account team to enable this provider for you within your account. They'll notify you when this has been done. You'll then need to create a profile for it, at which point you'll be ready to use the Microsoft Dynamics extension within the program builder.

You'll then need to create a profile for it, at which point you'll be ready to use the Microsoft Dynamics extension within the program builder.

It will appear under 'Extensions' in the side panel to the left of the program canvas.

Creating a Microsoft Dynamics profile

You can create a Microsoft Dynamics profile in the 'Extension profiles' tab in the 'Access' area, which is accessed by selecting Access from the settings menu.

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Click on Add to produce the provider type dropdown, select MS Dynamics from the list and then click OK

Dynamics_provider_type.png

Add details/authentication for the new Microsoft Dynamics profile.

Enter the name for the profile.

If you're using NTLM to authenticate you'll need to supply the domain, username and password when creating a profile. The domain name and username are entered into the username field in the format 'domain/username', just as you would do in Windows.

If you're using Azure authentication you'll additionally need to supply a client ID.

You can also tick a box to limit the rate that requests are made by the profile, as some providers won't allow too many requests to be sent at once by the same profile.

profile_details_for_Dynamics.png

When done, click Next.

You'll then need to assign contact data fields, as appropriate.

program_extension_dynamics_data_fields.png

Once happy, click Save.

Configuring your Microsoft Dynamics extension

Once you've dragged and dropped your Microsoft Dynamics extension into your program, you'll need to configure it.

Click on the node and the configuration panel will slide in from the right.

Select the profile you wish to use for this action from the 'Profile' dropdown (or you can click + to add another profile).

Select the action you want to execute from the 'Action' dropdown; create a contact or create a lead.

config_Dynamics_ext.png

Remember: it's always your responsibility to ensure you're supplying good, executable data, or your extension call could fail. 

Once a program is activated and a contact reaches this node in your program, the contact will be added as a contact or lead within your Microsoft Dynamics account.

Once happy with your configuration, you should firstly test the extension to ensure it works as expected. Click on Find contact, choose a contact from your 'Test' address book and then click Submit to make a test request. The full response will be provided underneath, allowing you to see whether the extension is working or not.

After testing successfully, click Apply.

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