With this step, you're integrating with Microsoft Dynamics in Demandbase using OAuth.
What does the integration not do?
- This integration does NOT create new Objects.
- This integration does NOT create new Records.
Prerequisites
- You must have Admin privileges within your Microsoft Dynamics environment.
- Important: If installing in a Sandbox, only connect a Microsoft Dynamics Sandbox to a Demandbase Sandbox. Reach out to your Implementation Manager and ensure you have a Demandbase Sandbox environment.
- You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Steps
Important: Before starting, completely log out of Microsoft Dynamics in every window or tab.
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From the left navigation bar, go to
Settings > Integrated Systems > Integrations.
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Click New Integration and select Dynamics 365 under CRM.
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In the Create Data Source window, select OAuth (Access Token) from the Setup Type drop-down list.
- Enter the Client ID, Tenant TD, and Client Secret Value you saved from Step 1 (OAuth): Create the Demandbase App in Microsoft Dynamics.
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Enter the Host value from your Microsoft Dynamics account.
Tip: You can find the Host value in the URL of the Microsoft Dynamics account. For example, the Host value for the URL https://org9a747488.api.crm.dynamics.com is org9a747488.
- Click Save.
Outcome
The integration creates a bidirectional sync between Demandbase and Microsoft Dynamics.
Important: The initial data sync may take 2-5 days, depending on volume. You can monitor the progress in Data Sync Status. See Understanding Data Sync Status.
Microsoft Dynamics Data in Demandbase
After synchronization, Microsoft Dynamics account object, lead object, contact object, opportunity object, activity object, user data, and all related default fields is available in the Demandbase Database.
How to Identify Records from Microsoft Dynamics
You can identify records synced from Microsoft Dynamics by adding the Source column to any List table.
See Understanding Fields.
Demandbase Data in Microsoft Dynamics
After synchronization, Demandbase custom fields are automatically created in Microsoft Dynamics via an API. See more information at Reference: Demandbase Custom Fields in Microsoft Dynamics.
You can also manually create calculated fields and see additional Demandbase data in Microsoft Dynamics. See instructions on how to create Demandbase Calculated Fields.