How to integrate MS Dynamics CRM with Sapho version 3.9 or greater

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Important Notes

1. We recommend creating a dedicated Office 365 account (for example, sapho@company.com) and then using it to configure the MS Dynamics CRM integration with Sapho. The dedicated account must have full data access privileges.

2. If your internal server hosting Sapho is behind a firewall, you will need to allow access to hostname www.dynamics.com with port 443, so Sapho can connect to the MS Dynamics CRM cloud.

Getting MS Dynamics CRM Client ID and Secret

The below tutorial assumes that you will use the same dedicated Office 365 account linked to MS Dynamics CRM to sign into the Microsoft Azure management portal. For instructions on how to associate your Office 365 account with Azure AD, click here.

Step 1: Sign into Microsoft Azure

Log in to https://portal.azure.com with the dedicated Office 365 account.

Step 2: Select Active Directory

Select Azure Active Directory from the left menu.

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Step 3: Register a new application

Click on App registrations and then on the Add button.

Step 4: Add details about your application

  • Set Name to Sapho.
  • Set Application Type to Web app / API.
  • Set Sign-on URL to https://auth.sapho.com/callback.

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Step 5: Create the application

Click on the Create button. App registrations should list a new application.

Step 6: Get the Application ID

Click on the newly created app. Copy the Application ID and paste it in the respective input field of the Data form for MS Dynamics CRM in Sapho.

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Step 7: Get the Key

In the Settings menu, click on Keys under API Access. Set a Key description, then set a duration and hit the Save button.

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Copy and save the Key value. It will not be visible after you leave this page. Paste it in the respective input field of the Data form for MS Dynamics CRM in Sapho.

Step 8: Add Required permissions

Under API Access, click Required permissions. Then click the Add button.

Hit Select an API and then choose Dynamics CRM Online and click Select.

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Under Delegated Permissions, check Access CRM Online as organization users. Then click Select and Done.

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Audit Trail

Once you have created a separate account in MS Dynamics CRM and set up the integration in Sapho using that account, you will be able to ensure transparency in your audit logs.

Any case resolved through Sapho will have its Resolution Text indicating that it was completed by the dedicated account (e.g. sapho@company.com). See example below.

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Any new lead created through Sapho will have its creator set to the dedicated account. See example below.

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Any opportunity closed through Sapho will have its Completed By set to the dedicated account (e.g. sapho@company.com). See example below.

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