The steps below assume that your organization has already registered an application for the Terminus Hub integration in Azure. Microsoft’s instructions for registering an application can be found here.
This document outlines the steps for integrating Terminus Account Hub with your Microsoft Dynamics 365 instance. Note: This integration requires an Azure/Dynamics 365 Admin user.
Customers who integrate their Terminus Hub instance with Microsoft Dynamics can access the following app pages:
Dynamics-integrated customers can also use their Account Hub lists as an audience source in their Terminus Engage (advertising) instance. There is currently no direct integration available between the Terminus Engage platform and Dynamics.
Steps To Integrate
Step 1 - Add the Account Hub Redirect URIs to your Dynamics 365 Azure account.
a. Log in to: https://portal.office.com/AdminPortal/Home.
b. Navigate to the Admin centers menu on the left hand navigation and click on Azure Active Directory. This will load the Azure Active Directory admin center console.
c. From the Azure Active Directory admin center console click on Azure Active Directory under Favorites in the left hand navigation pane.
d. Click on App registrations in the navigation panel.
e. Click on your own organization’s application* in the All applications list ('Test' in this example). *See 'Prerequisite' section at the start of document for more information.
f. Click on the Redirect URIs section.
g. On this page add the following four urls, with a Type of "Web":
h. Finally, click Save in the top action bar once all four urls have been added.
Step 2 - Authorize the Dynamics : Account Hub integration through the Terminus Hub Configuration page.
a. Log in to https://app.brightfunnel.com/login/ using the temporary credentials provided by your Onboarding Specialist.
b. You will be taken to the integration page for Salesforce by default. Replace the ‘/oauth’ in the url string in the navigation bar with ‘/dynamics’ to be taken to the Dynamics integration page.
c. On the Dynamics integration page enter the requested information, which is:
(1) Your Dynamics instance's OrganizationName (which is often, but not always, the same as the Application Unique Name). Your OrganizationName is the name of your Azure Directory and can be found as the base of the url displayed on the Azure Directory Overview page.
(2) Your Dynamics instance's Discovery Service Endpoint URL. Find your application’s Discovery Service Endpoint URL by logging in as an Admin to Dynamics 365 and navigating to Settings > Customizations > Developer Resources. Or see this page for more detailed instructions.
Then hit ‘Connect to Dynamics’.
d. You're done! Terminus will automatically be notified of the successful connection and will begin syncing your CRM data to the Account Hub.
If you have questions at any point in the process outlined above, please reach out to your Terminus Onboarding Specialist or firstname.lastname@example.org for assistance.