Microsoft Dynamics

Benefits of Priority Engine with Microsoft Dynamics

Dynamics Integration Requirements

 

 

Benefits of Priority Engine with Microsoft Dynamics

Priority Engine can now fully integrate with Microsoft Dynamics

Priority Engine with Microsoft Dynamics brings the power of Account Lists directly into your CRM and marketing processes. Direct Dynamics integration is an easy way to boost the performance of your Dynamics Marketing Lists and Campaigns in just a few easy steps.

Benefits Include:

  • Save time and effort by automatically exporting Priority Engine Account Lists directly into Dynamics
  • Boost your MQL generation by infusing Dynamics Marketing Lists and Campaigns with new highly-qualified leads and Active Prospects every week
  • Get the most out of your Priority Engine subscription by ensuring all available prospects are being leveraged for nurture campaigns
  • No manual manipulation of data required. Exported Priority Engine prospect data matches your Dynamics standard fields.

To get started on integration, click here for installation instructions.

 

Dynamics Integration Requirements

Setting up Priority Engine with Dynamics is a simple process that can be completed in just a few minutes. Follow these step by step instructions to complete your install.

1: Set up Dynamics API access for TechTarget

  • Supply a Tenant ID, Client ID, and Client secret. See the how-to details below for details.
  • Provide the Client Organization URL

2:  Set up field mapping and preferred export settings

  • TechTarget will map Priority Engine data to your template to ensure smooth data transfer.
  • Choose to create only new prospects or update data for existing Dynamics leads.

3: Configure Marketing Lists or Campaigns to insert prospects into nurture 

  • Use the Priority Engine attribution code or the field of your choice to route prospects into the correct nurture stream.

API Access How-To

  1. Create a generic user (ex: techtarget_PE@company-name.com) via Office 365 admin.
  2. Create an "Application User" for your Dynamics instance and associate the application user with the Client ID of the Dynamics app registration from Azure AD with the following steps:
  • Login to https://admin.powerplatform.microsoft.com/environments with your Dynamics Admin account
    • Select the environment that your Dynamics instance is running under
    • Click the settings button that pops up for the environment
    • Select “Users + Permissions” from the settings screen
    • Select “Users
      • This will redirect you to the Dynamics user management system
    • Click the drop-down and switch it to “Application Users
      • This option is located next to the thumbtack icon at the top of the screen with a drop-down menu. Most times it’ll say “Enabled Users” or “Omnichannel Users”.
    • Click “New” in the top left corner
    • A popup will open to create a new user
      • NOTE: make sure next to the blank profile picture “User: Application User” is selected
    • Enter the username of the created user from office 365 admin (from step 1)
    • Enter whatever name you’d like (usually the username from step 1)
    • Enter the email address of the generated user for this specific purpose
      • NOTE: the user entered cannot be the admin of the Dynamics instance. It should be its own separate entity created within office 365 specifically for this purpose (from step 1)
    • Under “Application ID” enter the Client ID that we pulled from the app registration in Azure Active Directory.
    • Click "Manage Roles" at the top right of the screen and add the following roles:
      • Customer service app access
      • Salesperson
      • Sales, Enterprise app access
    • Click “OK
    • Click “Save
  • Once the Application User is created, navigate to https://admin.powerapps.com/environments to grant access permissions to the Dynamics Instance
    1. Select the environment that the Dynamics instance exists within
    2. Select the “Security” tab
    3. Enter the email (from step 1) of the application user that you just created in order to give the application user access to the Dynamics instance
    4. Click “Add User
    5. Wait about 5 minutes and try to login to Dynamics/Sales Hub as this new user to ensure this process was successful
  • Once the Application User is added to Dynamics, check to ensure the User (from step 1) has the license for the Dynamics instance
    1. Navigate to https://admin.microsoft.com/AdminPortal/Home#/users
    2. Select the User (from step 1)
    3. Select the “Licenses and Apps” tab
    4. Ensure that the Dynamics license is selected and present
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