Dynamics - Installation Process

Set up the Microsoft Dynamics 365 Sales integration. A few manual steps are required before you complete the configuration in the eMarketeer UI.

1

Create an app user in the Power Platform environment

As a System Administrator, follow these steps:

1. Navigate to a consent URL and add the app: https://login.microsoftonline.com/<your tenant id>/adminconsent?client_id=a2a5e177-5102-4792-b0eb-52f4539f3cf7
2. Open the Power Platform Admin Center at https://admin.powerplatform.microsoft.com.
3. Go to Manage > Environments and select the environment you are configuring.
4. Open Settings → Users + permissions → Application users.
5. Click + New app user.
6. In the app selection screen, choose eMarketeer Marketing Cloud. If it is not visible, search using the App ID a2a5e177-5102-4792-b0eb-52f4539f3cf7.
7. Assign the security role System Administrator to the app user.
8. Click Save.

2

Enable auditing for consent sync

To ensure consent data syncs correctly, enable auditing for the Contact table.

1. Go to Power Apps at https://make.powerapps.com.
2. Navigate to Tables → Contact.
3. Click Properties, then Advanced options.
4. Check Audit changes to its data.
5. Click Save.

Advanced options for the Contact table with audit changes enabled

3

Enable the integration in eMarketeer

This action requires the Administrator role.

In eMarketeer, go to Account → Plugins & Integration → Microsoft Dynamics 365.

Click Connect to Dynamics 365.

Microsoft Dynamics 365 integration page in eMarketeer with the Connect button

Log in with a Microsoft account that has access to the Dynamics environment you want to integrate.

Microsoft sign-in prompt for connecting Dynamics

Choose the organization (environment) you want to integrate with and click Continue.