Dotdigital for Microsoft Dynamics is a powerful integration that lets you synchronise data between your Dotdigital accounts and Microsoft Dynamics CRM.

When installing the Dotdigital for Microsoft Dynamics connector, we create several new entities, and some existing entities are also extended.

Things you need to know:

We provide a Dotdigital Sandbox account with any new Dynamics connection, so we’ll firstly ask you information regarding your non-production environment. Once you’ve run your tests on this environment and are ready to use a connector with your production environment, a connectivity form for the production system needs to be completed and submitted. Contact us if you don't have access to a sandbox account.

The sandbox connector can remain active as long as you want and can be used for on-going testing and development if required.

If you’d prefer to skip this step and directly integrate your production environment, please let your project manager know.

This section of the form contains your company name and your Digital Marketing Specialist.

Here you see the Account Name, Account Email Address, and Account Id(s) of the Dotdigital Account you want to connect to your CRM. During the provisioning process, they are created within Microsoft Dynamics.

Here you can see and add members of your organisation as business or technical contacts. Only users named here can access the connectivity form.

To add additional contacts, select Add business contact or Add technical contact. Enter the names, email addresses, and phone numbers.

Here you choose who is responsible for installing the managed solution and a suggested date for when it should be installed by. The installation and setup is done in two parts:

Provisioning happens typically within 48 to 72 business hours after submitting the form. We do our best to meet your suggested date, but these dates are subject to change.

During installation and provisioning, users can continue to access Dynamics and Dotdigital.

There are two installation approaches listed:

You or your CRM consultant should install the managed solution. When this option is selected, you see a link to download the chosen package.

After installing the managed solution and checking the connectivity, you should submit the form. After you submit the form, our engineers will provision the system within 48 to 72 business hours.

The Connector Service Account on the form is used to confirm remote connectivity and then get the current CRM metadata. We give this account the Email Campaign Connector Service (System Use only) role during the provisioning. This role lets the account access and update all of the entities used by the integration.

Provisioning of the system by Dotdigital includes the following steps:

During provisioning, which usually takes around 40 minutes, the service account might require temporary administrator/customiser access.

This option requires Dotdigital to be granted temporary administrator/customiser access to your Microsoft Dynamics instance. This Connector Service Account is used to read the current CRM metadata and existing customisations and to confirm remote connectivity.

Installation and provisioning include the following steps:

Here you suggest a day when you want the installation to be performed. Provisioning normally happens within 48 to 72 business hours once this form is successfully submitted.

We do our best to meet your suggested date, but these dates are tentative and subject to change.

Select the appropriate access method, CRM version and URLs to allow connectivity to your CRM.

This section is used to identify how your Dynamics CRM can be accessed by the integration. You’ll see the below options available to you in the drop down:

Expand the Authentication type drop-down menu and select the authentication type you want the connector to use when connecting to your CRM.

There are three authentication types: Office 365, AD, OAuth.

If you select OAuth, you must also enter an App ID and a Redirect URL.

Choose your Dynamics version from the drop-down. To identify your organisation's Dynamics version, login in your CRM then:

Dynamics CRM versions currently supported are:

The CRM Web Application URL is the web address that is used to access your Dynamics CRM. For example, your Web Application URL might look like:

https://yourorganisationname.crm4.dynamics.com.

Enter your Dynamics CRM Discovery Service URL. To identify your organisations Discovery Service URL, login to your CRM then:

The integration requires a service account in Microsoft Dynamics for the API interaction. Some customers use a full user license so we can assist in diagnosing issues and carry out investigations should the need occur. All CRM records created and updated by the Dotdigital service will be associated to this CRM user account.

In the fields provided, enter the CRM Connector Username and password. The Domain field is only only applicable for certain connectivity types, it is visible only when it is required.

All passwords for this user should be non-expiring, as this is an on-going service account.

Once the CRM settings and Service Account sections have values, select Save. This can be used at any time to establish values, no actions will be triggered when the save button is used.

After the data entered has been saved select Fetch Organisations to verify connectivity to the organisation.

If connectivity is successfully established the form will display the available CRM Organisations and the CRM Organisation Service URL.

Select Click here to verify service account connectivity. If successful a success message is displayed. If unsuccessful, an information box will show where data is missing or possibly incorrect.

After the success message is displayed the form can be submitted by selecting Submit at the bottom of the page.

Any notes or special instructions should be included in the Notes / Other Considerations field. This can include a request for call prior to any work being carried out.