Microsoft Dynamics 365 (MSD)

This is a guide on how to connect with Microsoft Dynamics 365 Online tenant. To learn how to integrate with InEvent, read the following sections.

Creating an Azure Active Directory Application

Go to Azure Active Directory and select App Registrations:

 Azure Active Directory

Click on New registration, name it as InEvent Integration (feel free to select any name you prefer) and select the supported account types (in our case, it is Single Tenant - first checkbox). Leave Redirect URI empty:

New registration

Once you have created it, open your application, copy the Application (client) ID (this will be your AAD Application ID) column value and save it for later:

 Application (client) ID (this will be your AAD Application ID)

Now go to Certificates & secrets and click on New client secret, give it a name and an expiration date:

Certificates & secrets

Once the certificate expires, you'll need to re-create it and re-deploy the integration, so select a duration that best accommodates you.

Once you have it created, copy the Value field (this will be your AAD Application Secret) and save it for later. Remember, this will be the only time you'll be able to view the certificate secret, so don't forget to copy it right now.

Creating the Application User

To create the Application User, go to Power Platform Admin Center and select your Dynamics 365 Marketing environment:

 Power Platform Admin Center

Copy the Environment URL (we will need it) and click on Settings:

Environment URL

Select Users + permissions > Application users and then click on New app user:

Users + permissions > Application users
New app user

Click on Add an app and select the app you created in the previous section. On Business unit, select the id of your tenant and on Security roles, select System Administrator:

 Add an app
If you don't want to provide a System Administrator security role, you can create a new role called InEvent Administrator (or any other name) and provide the necessary permissions listed in our Microsoft Dynamics integration page located at your InEvent Account dashboard.

You are now ready to integrate your Dynamics 365 with InEvent!

Adding your Microsoft Dynamics 365 credentials on InEvent

To add your Microsoft Dynamics credentials on the InEvent platform, follow these steps:

  1. Go to the company level by clicking on your company logo at the top left of your page.
  2. Click on Integrations on the left-hand menu and select Microsoft Dynamics.
  3. Paste all required information you retrieved in the last two steps and click on Link account.
Microsoft Dynamics 365 credentials

Done! You are all set.

Linking data between Microsoft Dynamics 365 and InEvent

Once you have added your Microsoft Dynamics credentials on the InEvent platform by following the steps here, you will be able to easily sync data between Microsoft Dynamics 365 and InEvent.

There are different places where data can be linked between InEvent and Microsoft Dynamics:

To link InEvent fields with Dynamic fields as well as create and export new events, navigate to Settings > Integrations > Microsoft Dynamics.

On this page, you can link the following items to be synchronized:

  • Events
  • Fields
  • Event fields
Image showing the event settings tab in Microsoft Dynamics


On this page, you can select a Dynamics event to be synced with InEvent. Below are the available options:

Image showing how you can export events from the Even Settings tab

Event settings
  • Select a Microsoft Dynamics 365 Event to sync (if applicable): Using the drop-down box, select an existing Microsoft Dynamics event to be synchronized with your event.
Once an event is selected, a button will appear by the side that will direct you to the Microsoft Dynamics event once you click on it.
Image showing the arrow button that once selected will direct  take you to the event on Microsoft dynamics
  • Sync new registrations: Using the checkbox, enable or disable automatic synchronization of new data/users from InEvent to Microsoft Dynamics.
  • Sync leads from Dynamics automatically: Using the checkbox, enable or disable automatic synchronization of data from Dynamics to InEvent.
  • Create Event and Export: This button will appear if no Microsoft Dynamics event is selected. You can create a new Dynamics event based on your InEvent event details. Click on the Create Event and Export button and click Export. After the event is created and its details exported to Microsoft Dynamics, you can select it using the Select a Microsoft Dynamics 365 Event to sync drop-down box.
Once you click the Create event and export button, your event will be built on your MS Dynamics account to export all attendees to your CRM. 
Image showing how to export the event to Microsoft dynamics by clicking on the Create event and export button and then the done button

To automatically start synchronizing data between Microsoft Dynamics and InEvent, click on the Sync data button on the top left corner.

When synchronizing data using the Sync data button, only new data will be sent and synchronized. Previously synchronized data will not be re-sent or updated.
Image showing the Sync data button in the Event settings section.

To synchronize and update attendee data, navigate to People > Attendees. Refer to this section to learn more.


In this section, you can manage your Fields settings and map InEvent fields to your Microsoft Dynamics fields.

Image showing the Fields tab and page in Microsoft Dynamics

Field Settings

Using the checkbox, select whether you want to automatically overwrite default fields.


  • If Overwrite default fields automatically is enabled, InEvent will automatically detect and map new entries from Microsoft Dynamics. Therefore, some fields will not appear in the InEvent Fields interface.
  • If Overwrite default fields automatically is disabled, you must manually select the fields to be overwritten.
Synchronizing Fields

You can easily map and link your Dynamics fields to InEvent fields using the drop-down boxes.

The InEvent fields you can link with Dynamics fields are listed below:

InEvent's fields

  • First name
  • Last name
  • Username (Email Address)
  • Role
  • Company
  • Phone
  • LinkedIn
  • Language
  • Terms of Service
  • Magic link
  • Enrollment date
  • Present
  • Total Time Spent
  • Custom questions in your Registration form
You can create your custom questions as Dynamics field by clicking on the Create field button.
Custom fields


On this page, you can map and link your Dynamics custom fields with InEvent Event fields using the drop-down boxes.

Refer to this guide on creating custom fields on MS Dynamics.

The Event fields you can link with MS Dynamics fields are listed below:

Event fields

  • Emails delivered (number)
  • Emails opened (number)
  • Emails bounced (number)
  • Total time spent (text)
  • Number of questions (number)
  • Number of chats (number)

Error logs

On this page, you will find error logs of failed requests. The dashboard will display the ID, Operation, Error, Date (time and date of failed request). You can expand and close the error logs by clicking on the arrow button by the left side of each error. You can also search for an error log using the search box.

Image showing the Error logs page that shows the operation and error fields

Synchronizing user data with Microsoft Dynamics

To manually synchronize user data from InEvent with MS Dynamics, go to the People > Attendees page, where you can sync data such as attendee registration, check-in status, questions, and chats from live sessions in the Virtual Lobby, etc. Simply click on a user, click on the CRM sync button, and select Dynamic 365 from the dropdown menu. Next, click Export to complete the sync.

Image showing the CRM sync button found in any of the attendee profiles and how once clicked on, you can export attendee data

After you have done this, you will receive a notification on the platform when the data exportation has been completed.

Exportation successful

When an attendee's information is updated on the platform, always ensure to sync so the update also reflects on Microsoft Dynamics account.

To access your event's data on Microsoft Dynamics, go to your Dynamics 365 account > Events > select your synced event.

Image showing the Events tab in Microsoft Dynamics and how it displays all the events you have synced

In the General page, you will see a summary of your synced event such as Registration count (attendees that have been synced from InEvent's platform), Check-In count (attendees with the Present status on InEvent's platform), Event time zone, Event start date, Event end date, etc.

Whenever attendees are synced from InEvent's platform in the People > Attendees page or from the Settings > Integrations > Microsoft Dynamics page, it will reflect in the Registration count in the Microsoft Dynamics platform, once the page is refreshed.

To view a breakdown of attendee data relating to registration and attendance information, go to Registration and attendance.

  • Under the Event registrations section, you will see the list of attendees that have been successfully synced from InEvent's platform.
Image showing Events > Registration and Attendance tab that displays a breakdown of the attendee data

  • By clicking on the Registration ID of an attendee, you will see the attendee's profile information as well as their comments and questions from live sessions in the Virtual Lobby which will appear under the Timeline field.

Questions and comments of Users under the Timeline field
  • Attendees whose status is set to Present on InEvent's platform, will appear under Registration and attendance > Event check-ins field in Microsoft Dynamics.
Present status

  • They will also appear under Participants > Check-ins field.
Participant > Check-ins

Once their attendance status is changed from Present to Not Present on InEvent's platform, their data will no longer appear under Event > Registration and attendance > Event check-ins field or Participants > Check-ins field.

After syncing data from InEvent to Microsoft Dynamics, always ensure to refresh your Microsoft Dynamics page so attendee's data can reflect.

To see a breakdown of data in the activities of your synced event, click on Agenda page. Scroll down to the Sessions field and select the desired activity.

Agenda > Sessions

  • In the Summary page, you will see a summary of your activity such as Registration count (attendees that have been synced from InEvent's platform), Check-In count (attendees with the Present status on InEvent's platform), Start date & time, End date & time, etc.
Activities Summary

  • To see more information relating to registration and attendance in an activity, go to Registration and attendance. In the Sessions registrations field, you will see more information of the attendees in that activity.
Click on an attendee's name to see their full profile information.
Registration and attendance

  • To see the responses to the activity's feedback questions given by attendees, go to Registration and attendance > Session registrations in the selected activity. Click on an attendee's Registration ID and the feedback questions and responses of the attendee will be displayed under the Timeline field.
Ensure that you have first synchronized the user's data with Microsoft Dynamics 365 as explained here.
Viewing attendee's feedback

Alternatively, the Session registrations page can be accessed by clicking on the Related dropdown in your event's main page and selecting Session registrations. The list of attendees in all sessions will be displayed. Click the Registration ID of the desired attendee to view their feedback.

Session registrations

Importing leads

You can also import leads from Microsoft Dynamics into InEvent by completing the following steps:

  1. Navigate to People > Attendees from the Event level.
  2. Click on Edit on the top right corner of the page.
  3. Click on Import from Microsoft Dynamics 365. A new window will open.
Microsoft Dynamics
  1. Enter the the name of the attendee in the search box.
  2. Click on the arrow beside the lead to add them.
Click on the arrow
  1. Click on the Import button.

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