Terminus Data Studio & Microsoft Dynamics 365: Integration Guide

Overview  

This document outlines the steps for integrating Terminus Data Studio with your Microsoft Dynamics 365 instance.

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

• Data Studio (formerly the Account Hub)
• Opportunity Insights
• Dashboards
• Scorecard

Dynamics-integrated customers can also use their Data Studio lists as an audience source in their Ad Experiences instance. There is currently no direct integration available between the Ad Experience platform and Dynamics. 

See here for a list of all fields required for Dynamics CRM integration. 

Note: Terminus Data Studio does not support 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. 

Prerequisites

• This integration requires an Azure/Dynamics 365 Admin user to configure. 
• Your organization must have the application for Terminus Data Studio integration installed in Azure. Microsoft’s instructions for registering an application can be found here.
• The user setting up the integration must have an active account for the Terminus Platform, with access to Data Studio enabled.

Connect Terminus Data Studio with Microsoft Dynamics (aka "OAuth")

1. Any time that you may need to connect with Dynamics, such as when connecting for the first time, follow the below steps to "OAuth" (i.e., connect).

   1. Either clear the browser's cache/cookies or open an incognito browser window. This ensures you and the API Integration User are both logged out of the CRM system.
   2. Log into https://home.terminusplatform.com/ with your username and password.
   3. Drill into Data Studio.
   4. Copy/Paste the following link into the address bar if you are not redirected: https://studio.terminusplatform.com/onboarding
   5. Follow the integration instructions on screen to connect with your organization's Dynamics instance. When the Dynamics-hosted login page appears, make sure to use the API Integration User's credentials, instead of your own.

   

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 your organization is onboarding and it is the first time connecting, then it may take up to 3 business days for Dynamics365 data to appear in Data Studio.

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