How to integrate Microsoft Dynamics CRM with Sapho version 3.9 or greater
Category: Connector Setup
Getting Microsoft Dynamics CRM Client ID and Secret
The below tutorial assumes that you will use the same dedicated Office 365 account linked to Microsoft Dynamics 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.
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.
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 connector configuration form for Dynamics CRM in Sapho.
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.
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.
Once you have created a separate account in Microsoft CRM Dynamics and set up the connector 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. email@example.com). See example below.
Any new lead created through Sapho will have its creator set to the dedicated account. See example below.