Terminus Data Studio & Microsoft Dynamics 365: Integration Guide

Prerequisites

The steps below assume that your organization has already registered an application for Terminus Data Studio integration in Azure. Microsoft’s instructions for registering an application can be found here.

Note: Terminus Data Studio does not support an integration with an on-premise deployment of MS Dynamics; however, organizations using an on-premise CRM may instead be eligible for our List-Based Data Studio configuration


Overview
 

This document outlines the steps for integrating Terminus Data Studio with your Microsoft Dynamics 365 instance. Note: This integration requires an Azure/Dynamics 365 Admin user.

Customers who integrate their Data Studio instance with Microsoft Dynamics can access the following app pages:

Dynamics-integrated customers can also use their Data Studio 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 Data Studio 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.

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c. From the Azure Active Directory admin center console click on Azure Active Directory under Favorites in the left hand navigation pane.

dynamics_step_2.png

d. 
Click on App registrations in the navigation panel.

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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.

dynamics_step_4.png 

 f. Click on the Redirect URIs section.

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g. On this page add the following url (with a Type of "Web"):

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h. Click Save in the top action bar once all the url has been added.

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Step 2  - Authorize the  Dynamics : Data studio integration through the Data Studio Configuration page.

a. Log in to https://app.brightfunnel.com/login/ using the temporary credentials provided by your Onboarding Specialist.

b. On the Dynamics integration page enter the requested information, which is:

dynamics_oauth_screen_annotated.png

Box 1 is your Office 365 Organization Name. This Organization Name will be located in the browser's URL bar when you first log in to Dynamics 365. It should look like this:

organization-name.crm(optional-nr).dynamics.com. 

The Organization Name is the name you have selected for your online organization. This is customizable, and is validated for uniqueness within the respective data centre.

dynamics_org_name.png

 

Box 2 is your Dynamics instance's Discovery Service Endpoint URL. Find your Discovery Service Endpoint URL by logging in as an Admin to Dynamics 365 and navigating to:

 Settings > Customizations > Developer Resources.

The “Endpoint Address” under "Discovery Web API" will contain the URL we need. See this page for more detailed instructions.dynamics_service_root_url.png

c. Once you've populated both boxes with the correct identifiers, hit ‘Connect to Dynamics’.  And now you're done! Terminus will automatically be notified of the successful connection and will begin syncing your CRM data to Data Studio. 

If you have questions at any point in the process outlined above, please reach out to your Terminus Onboarding Specialist or support@terminus.com for assistance. 

 

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