Microsoft Dynamics 365 (MSD)

This is a guide on how to connect with Microsoft Dynamics 365 Online tenant. To integrate with InEvent, you will need an Azure Active Directory Application and an Application User that will effectively give access to your Dynamics 365 CRM.

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

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:

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

Paste all required information you retrieved in the last two steps and click on Link account:

Done! You are all set.

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.
Synchronizing data between Microsoft Dynamics 365 and InEvent

  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.
InEvents fields and Dynamics fields

  1. Click on End to save your changes once you have synced the data between the two fields.
Custom questions created for the registration form will also appear under the InEvent fields.

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