Microsoft Dynamics - Install the connector for Engagement Cloud

Learn how to install your Microsoft Dynamics connector for Engagement Cloud.

Overview

The connector is installed in two parts: the managed solution is installed, then the connected Engagement Cloud accounts are provisioned in Dynamics.

In the on-boarding form that we provide you, you can choose to:

  • Option 1 - Have us install the connector on your behalf, or
  • Option 2 - Install the connector yourself.

Dynamics_connector_onboarding_form_installation_options.png

Option 1 - Engagement Cloud conducts installation and provisioning

Before we can install the connector, you must give us temporary access to a CRM account that has administrator/customization access. This account is used as a Connector Service Account to get the current CRM metadata and existing customisations and to confirm remote connectivity.

After we have access to the Connector Service Account, we remotely install the managed solution, and provision the Engagement Cloud email accounts. This work is carried out by our technical support team, and includes the following steps:

  • The managed solution package (called dotmailerCRMConnector) is imported. These changes include new entity metadata, new security roles, new forms, configuration data and changes to the site map to allow for access to the new Email Campaign information, which is added to the Marketing section.
  • Connected Engagement Cloud email accounts are provisioned.
  • Default synchronisation and data mappings are applied.
  • Initial tests are conducted.
  • Technical on-boarding call is provided.

Option 2 - Customer/consultant conducts installation, Engagement Cloud conducts provisioning

The form gives you access to the managed solution package (called dotmailerCRMConnector), your CRM Administrator can install the solution at any time.
 
The Connector Service Account on the form, it is used to confirm remote connectivity and then used to get the current CRM metadata. During the provisioning we give this account the role of Email Campaign Connector Service (System Use only).
 
After the managed solution is installed, and connectivity checked, the form should be submitted. Then the following steps are carried out:
  • Connected Engagement Cloud email accounts are provisioned.
  • Default synchronisation and data mappings are applied.
  • Initial tests are conducted.
  • Technical on-boarding call is provided.
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