Microsoft Dynamics Integration

Manual Prerequisites Before UI Integration

Before completing the integration via the eMarketeer UI, a few manual steps are required. We aim to automate these steps in the future to streamline the onboarding process.

1: Create an App User in the Customer’s Power Platform Environment

As a System Administrator, follow these steps:

1. Navigate to the Power Platform Admin Center (https://admin.powerplatform.microsoft.com).
2. Go to Environments and select the environment you’re configuring.
3. Open Settings → Users + permissions → Application users.
4. Click “+ New app user”.
5. If it’s not visible, search using the App ID: a2a5e177-5102-4792-b0eb-52f4539f3cf7. In the app selection screen, choose “eMarketeer Marketing Cloud”.
6. Assign the following security roles to the app user: System Administrator
7. Click Save.

Step 2: Enable Auditing for Consent Sync

To ensure consent data syncs correctly, auditing must be enabled for the Contact table.

1. Go to Power Apps (https://make.powerapps.com).
2. Navigate to Tables → Contact.
3. Click “Properties”, then “Advanced options”.
4. Scroll down and check the option: “Audit changes to its data”.
5. Click Save.