Microsoft Dynamics 365

Integrating Strivacity with Microsoft Dynamics provides the following benefits:

• Use Microsoft Dynamics customer information as a source of entitlement during customer registration, login, or any step within the customer account lifecycle
• Create new customer records, and synchronize/update those customer records with the latest customer account information (from Strivacity)
• If required, migrate customer information from Microsoft Dynamics to Strivacity upon account registration

They're two steps to setting up Strivacity with Microsoft Dynamics 365:

1. Setup Microsoft Power Platform to register Strivacity as an Application and define API permissions for the application, and enable public client access
2. Setup a pre-registration hook within Strivacity

1. Setup Microsoft Power Platform to register Strivacity as an Application

1. From within the Azure Active Directory Dashboard, click on App registrations, and click + New registration
2. Define a name for your new application
3. Choose Accounts in any organizational directory (Any Azure AD directory - Multi-tenant)
4. Click the Register button. Your newly created application should be registered as shown in the screenshot below.

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Make a record of the ClientID so that you can use it at a later stage of the integration.

5. Next, click on Certificates and Secrets
6. Click on New client secret and copy it to a safe location for use later in this integration. Note you will not be able to copy the secret again later
7. Next, click on API permissions, and then Add a permission
8. Select Dynamics CRM as shown below:

9. Next, search for “user_impersonation”, and then click add permissions as shown below:

10. Now click on Manifest, and set allowPublicClient to true, as shown highlighted below:

This completes the initial configuration within Microsoft Dynamics 365 for use with Strivacity.

Create a 'Before registration' hook from the Microsoft Dynamics 365 plugin

Our plugin library contains an off-the-shelf Microsoft Dynamics 365 event hook template that jumpstarts your integration process and allows you to customize it to your needs.

1. In the Admin Console, go to Lifecycle Event Hooks.
2. Click 'Add plugin'. You will be redirected to the plugin library.
3. Click on the Microsoft Dynamics 365 logo. You can find it in the CRM section.
4. There will be a pre-select for the event hook, so you only need to click 'Add'.
5. Wait for the Microsoft Dynamics 365 hook template to be added.

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If the Admin Console doesn't want to add the hook, it's most likely that the name of the hook is already taken. Click 'Edit' and you can modify the name of the event hook. Then continue with 'Try again'.

6. If the hook has been successfully added, you can return to the list view with 'Back to plugin library', then 'Back to event hooks'.

You can add the following to the event hook plugin:

• Define DYNAMICS_AUTHORITY_URL, DYNAMICS_RESOURCE, DYNAMICS_CLIENT_ID, and DYNAMICS_CLIENT_SECRET you noted from step 1 above.

This will search Microsoft Dynamics 365 for a contact matching the primary email address