Azure AD Registered Application Setup (Dynamics)

Conversica uses a service called Workato to access the MS Dynamics API, and in order to connect, you need to create a new Registered App in Azure AD. The following settings and permissions need to be set under an application user.

This process consists of two steps:

Step 1: Registering a new Azure registered app that will allow Conversica to talk to the Dynamics instance.
Step 2: Authenticate in our connector using the provided URL, user, and password.

Step 1

1. Navigate/login to Azure AD:

• https://portal.azure.com/

2. Select Azure Active Directory in the Sidebar menu

3. Select App Registrations

4. Select New registration

5. Fill in fields:

1. Name: “Conversica”
2. Supported Account Types: Accounts in this organizational directory only -- Single Tenant
3. Redirect URI:
   • Dropdown: Web
   • URI: https://www.workato.com/oauth/callback

6. Once all fields are filled, click “Register”

7. Next, on the Registered App Dashboard, go to “API Permissions”

8. Select “Add a permission”

9. Select “Dynamics CRM”

10. Then select the “user_impersonation” permission and click “Add Permissions”

11. After this, we need to create a Client Secret for the Application by going to Certificates & Secrets

12. Click “New client secret”

1. Add a description and select when it expires. Note: You will have to generate a new
   secret and provide it to Conversica once the original secret expires
2. Copy the Secret Value. It will be unviewable once you leave the page
   *Make sure you are copying the "Secret Value" and not the Secret ID

13. On the Application Overview tab, copy the Application (client) ID:

14. Contact your Technical Account Manager and provide them with the:

• Object Type (Leads or Contacts)
  i. Note: Conversica supports either Lead- or Contact-based Lists for an account,
  not both
  
  
  

Step 2

*Note: If you are re-authenticating a lost connection, you will need to disconnect first before you can make any updates. (Example: In cases where a secret expires)

1. Navigate to the following link: https://crmauth.conversica.com/ui/index.html?app_id=a55b4230671b718bb3ce4e9b9fc9782599d5edd3e861e268de98a2ca279f33a4

2. Input the username and password that we have provided inside the communication email.

• If you need this please reach out to your Technical Account Manager.
  

3. Fill in your Dynamics connection details:

• Authentication Type: Authorization code grant.
• Subdomain: Your Dynamics domain (make sure there is no extra / at the end of the URL or https:// at the start).
• Account Type: Cloud.
• ClientID: The application (client) ID of your Azure registered app.

Note: You can find the client ID inside your Azure registered app that is handling your Dynamics Instance.

• Client Secret (Secret Value not Secret ID)

• Version: Select Enter custom value from the dropdown and input 9.2 as the value.
• Advanced Settings: Do not modify anything here.
  • Example
    

4. Click Sign in with Microsoft and follow Microsoft instructions. 

5. Verify that you receive a connection success status.