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.
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://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”
- 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:
- Object Type (Leads or Contacts)
i. Note: Conversica supports either Lead- or Contact-based Lists for an account,
1. Navigate to the following link: https://crmauth.conversica.com/ui/index.html
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.
4. Click Sign in with Microsoft and follow Microsoft instructions.
5. Verify that you receive a connection success status.