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Microsoft Dynamics 365
Learn how to integrate your Microsoft Dynamics instance with Strivacity Fusion, allowing Strivacity to add, update and maintain customer information and use it as a source of entitlement.
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 Fusion)
- If required, migrate customer information from Microsoft Dynamics to Strivacity Fusion upon account registration
They're two steps to setting up Strivacity Fusion 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 Fusion
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 - Multitenant)
4) Click the Register button. Your newly created application should be registered as shown in the screenshot below.
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 Fusion.
2) Setup a pre-registration hook within Strivacity Fusion
1) Log into the Strivacity Admin Console using an Admin role, or a role that has delegated access to create a Lifecycle Event Hook.
Using the pre-registration hook code below, do the following:
- Define
DYNAMICS_AUTHORITY_URL,DYNAMICS_RESOURCE,DYNAMICS_CLIENT_ID, andDYNAMICS_CLIENT_SECRETyou noted from step 1 above.
This will search Microsoft Dynamics 365 for a contact matching the primary email address
Now add any additional logic as you see fit!
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var dynamics = require('dynamics-web-api');
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var AuthenticationContext = require('adal-node').AuthenticationContext;
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// dynamics config
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var DYNAMICS_AUTHORITY_URL = 'https://login.microsoftonline.com/<YOUR TENANT>/oauth2/token';
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var DYNAMICS_RESOURCE = 'https://<YOUR DYNAMICS INSTANCE>.crm.dynamics.com/';
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var DYNAMICS_CLIENT_ID = '<CLIENT ID>';
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var DYNAMICS_CLIENT_SECRET = '<CLIENT SECRET>'
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// get an adal context for use in auth
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var adalContext = new AuthenticationContext(DYNAMICS_AUTHORITY_URL);
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/** This function will be called from the Pre registration hook in a blocking manner.
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*
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* @param {Object} args Input arguments
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* @param {Object} args.application Application related information
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* @param {string} args.application.name Name
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* @param {string} args.application.client_id OAuth client ID
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*
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* @param {Object} args.oidc_context Information about the originating OpenID Connect request
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* @param {string[]} args.oidc_context.acr_values ACR values
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* @param {string[]} args.oidc_context.ui_locales UI locales
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*
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* @param {Object} args.customer Customer related information
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* @param {string} args.customer.ip_address HTTP client IP coming from the X-Forwarded-For header
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* @param {string} args.customer.store Userstore
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* @param {Object} args.customer.attributes User attributes provided during the registration
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* @param {Object} args.customer.identifiers User identifiers provided during the registration
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* @param {Object[]} args.customer.consents User consents accepted during the registration
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* @param {string} args.customer.location.city City of the customer
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* @param {string} args.customer.location.state State of the customer
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* @param {string} args.customer.location.country Country of the customer
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* @param {string} args.customer.location.country_code Country code of the customer
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* @param {string} args.customer.location.coordinates.latitude Latitude coordinate of the customer
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* @param {string} args.customer.location.coordinates.longitude Longitude coordinate of the customer
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*
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* @param {Object} args.session Session store
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* @param {Object} args.continue_context Continue context
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*
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* @param {Object} args.continue_request_parameters Continue request parameters
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* @param {string} args.continue_request_parameters.callback_url Callback url to use after a continue call
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* @param {string} args.continue_request_parameters.state State parameter to use after a continue call
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* @param {preRegistrationCallback} callback
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* @param {denyRequestCallback} error
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*/
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module.exports = async function ({ application, oidc_context, customer, session, continue_context, continue_request_parameters }, callback, error) {
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console.log(customer)
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var client = new dynamics({
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webApiUrl: DYNAMICS_RESOURCE + 'api/data/v9.1/',
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onTokenRefresh: acquireToken
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});
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var records = await client.retrieveMultiple("contacts", ["fullname"], `emailaddress1 eq '${customer.attributes.emails.primaryEmail}'`)
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console.log(records)
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// the following function call does not modify the registering user
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callback(new RegistrationData(customer.attributes, [], session));
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};
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/**
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* Callback for acquiring a token via ADAL
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*/
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function acquireToken(callback) {
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function adalcb(error, token) {
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if (!error) {
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callback(token);
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} else {
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throw new Error(error)
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}
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}
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// get the token
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adalContext.acquireTokenWithClientCredentials(DYNAMICS_RESOURCE, DYNAMICS_CLIENT_ID, DYNAMICS_CLIENT_SECRET, adalcb);
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}
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/** Allow registration
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*
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* @callback preRegistrationCallback
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* @param {RegistrationData|RedirectRequest|ShowErrorMessage} token
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*/
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/** Deny registration
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*
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* @callback denyRequestCallback
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* @param {ErrorDenyRequest} error
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*/
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/** RegistrationData */
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class RegistrationData {
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attributes = {}
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additionalAuthenticators = []
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session = {}
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/**
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* @constructor
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* @param {Object} attributes
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* @param {AdditionalAuthenticator[]} additionalAuthenticators
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* @param {Object} session
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*/
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constructor(attributes, additionalAuthenticators, session) {
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this.attributes = attributes;
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this.additionalAuthenticators = additionalAuthenticators;
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this.session = session;
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}
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}
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/** AdditionalAuthenticator */
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class AdditionalAuthenticator {
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type = null;
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target = null;
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/**
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* @constructor
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* @param {"email"|"phone"} type
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* @param {string} target
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*/
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constructor(type, target) {
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this.type = type;
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this.target = target;
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}
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}
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/** RedirectRequest is a global object
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* @constructor
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* @param {string} redirect_url
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* @param {Object} session
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*/
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/** ShowErrorMessage is a global object
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* @constructor
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* @param {string} error_message
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* @param {Object} session
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*/
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/** ErrorDenyRequest is a global object
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* @constructor
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* @param {string} description
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* @param {string} hint
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*/
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Last modified 3mo ago