Azure AD Registered Application Setup (Dynamics)

Conversica uses a service called Cloud Elements to access the MS Dynamics API, and in order to connect, you need to create a new Registered App in Azure AD.

1. Navigate/login to Azure AD:

• https://aad.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://provisioning.us.cloudelements.io/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:

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