Integrate Microsoft Dynamics 365

Integrate Microsoft Dynamics 365 with Community to create new members, or update profile variables for existing members, using customer information in Microsoft Dynamics.

You must have login credentials for your organization's Microsoft Dynamics 365 account.

The integration with Microsoft Dynamics enables you to map customer details stored in Microsoft Dynamics to member profile variables in Community. Community users are able to use this information to segment and target activities for members using profile variables.

1. In the navigation bar, click Product Settings > App Center - App Directory.
   
2. Install Microsoft Dynamics 365 using one of the following options:

   Option	Description
   App Directory	Click Install in the App Directory, under Microsoft Dynamics 365.
   App Details page	Click the Microsoft Dynamics 365 application icon in the App Directory. The application redirects you to the App Details page in the App Directory. Click Install.

3. If this is your first time installing something from the App Directory, review the terms and conditions, select I accept the terms and conditions, and click OK.
4. In the Finding Your API Information dialog, read about the Community API settings you need and where to find them. You will need the four values described to configure your Community connection. When you have identified the information you need, click Proceed.
5. The configuration for the App is completed in a separate pop-up window. If you are prompted to disable pop-up blockers, follow the instructions in your browser's documentation to temporarily or permanently disable pop-up blockers for the site.
6. Configure authentication settings for Community:
   1. In the Alida Authentication page, click New Authentication.
   2. In the Create a new authentication page, enter the required settings:
      • Community API key name
      • API key
      • Client ID
      • Client secret
   3. Click Create.
      The connection information you entered is validated and you are returned to the Alida Authentication page.
7. Click Next.
8. Configure authentication settings for Microsoft Dynamics:
   1. In the Microsoft Dynamics 365 authentication page, click New Authentication.
   2. In the Create a new authentication page, enter the Microsoft Dynamics 365 URL and click Create.
   3. If prompted, complete the authentication process with Microsoft in the pop-up window.
   4. Click Next.
9. In the Mapping Drop-Down List page, select the fields to map by clicking Add new mapping and choosing the Microsoft Dynamics 365 field on the left and the Alida profile variable to map it to on the right.
   At a minimum, you should map the first name and last name fields.
10. Click Finish.

The Microsoft Dynamics 365 integration begins installing. When it is complete, the application displays a notification message that says Microsoft Dynamics was successfully installed. Microsoft Dynamics 365 now appears on the Installed Apps page. You can click on the link in this page to manage the app if your settings change.