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:

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:

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:

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

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:

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

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

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.

Done! You are all set.

Exporting your attendees to Microsoft Dynamics

If you need to accelerate the integration usage, you can export all your attendees to your CRM before syncing your Event with MS Dynamics 365. To export your attendees, follow these steps:

1. Go to Settings > Integrations > Microsoft Dynamics.

1. Click on the Event tab on the left-hand side of the page and press Edit.
2. Select a Microsoft Dynamic 365 Event to sync from the dropdown bar (if applicable).
3. Press the Create Event and Export button.

After exporting your attendees, you can still match different additional fields and event fields on the InEvent integration settings to sync other leads' information. To do so, you will need an Azure Active Directory Application and an Application User that will effectively give access to your Dynamics 365 CRM.

Synchronizing 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.

To do so, follow these steps:

1. Go to Settings > Integrations > Microsoft Dynamics.

1. Click on the Fields tab on the left-hand side of the page and press Edit.
2. Match the list of InEvent fields with the corresponding Dynamics fields. The Dynamic fields will appear when you click on the dropdown menu to select an option.

1. Click on End to save your changes once you have synced the data between the two fields.