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:
2. Select Azure Active Directory in the Sidebar menu
3. Select App Registrations
4. Select New registration
5. Fill in fields:
- Name: “Conversica”
- Supported Account Types: Accounts in this organizational directory only -- Single Tenant
- 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”
- 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 - 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
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