Dynamics Admin Guide

SalesLoft's integration with Microsoft Dynamics 365 connects your team's sales engagement to another vital tool: their CRM. 

Things to Note: SalesLoft only integrates with Microsoft Dynamics 365.

Before your team can reap the reward from a connection between SalesLoft and Microsoft Dynamics, a team admin must set up the connection. 

In this article, you will learn how to set up your Dynamics integration with SalesLoft. We will walk through the following steps: 

• Create an OAuth Application
• Obtain the Client ID & Secret ID
• Notate the AppID and URI
• Input Credentials into SalesLoft
• Connect Personal Dynamics Connection to SalesLoft
• Setup Field Mapping in Dynamics and SalesLoft
• Setup Automation Rules to Import Leads and Contacts

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Create an OAuth Application

To begin your team's Dynamics and SalesLoft integration setup, you must create an OAuth Application or use an already existing OAuth Application within your Dynamics instance.

Dynamics asks for other applications to integrate with them securely. They specifically use OAuths to securely give the appropriate level of authorization to the application you are trying to integrate.

Your team should decide which OAuth is most suitable for your use case based on your department's integrations setup preferences for Dynamics.

Things to Note: SalesLoft will need an OAuth Application that is Web-based.

To set up an OAuth Application, follow these steps:

1. While in the Main Dashboard, click the 3x3 dot icon to expose the different Microsoft Apps and select the Admin app.

2. From the menu on the left-side of your screen, select See All.

3. Click Azure Active Directory.

4. From the Main Dashboard for Azure Active Directory, click the Azure Active Directory from the left hand side menu.

5. In the Overview, click App Registrations on the menu on the left side within the Dashboard.

6. From the App Registrations, Click New Registration.

Things to Note:

• If you want to create a new OAuth Application for your SalesLoft Integration with Dynamics, continue to follow the New Registration instructions explained in steps 6-8.
• If you are using a previously created OAuth Application, click the title of the Application to open the OAuth Application and skip to “Obtain Client ID & Secret ID” instructions.

7. Give the OAuth Application a name. The name will be user facing, so give it something appropriate that you can easily remember. Keep Supported Account Types to the default setting of single tenant.

Things to Note: If you will be using this OAuth Application solely for integrating Dynamics into your SalesLoft Instance, we recommend that you name it “SalesLoft.”

8: Click Register at the bottom.

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Obtain the Client ID & Secret ID

The Client Id and Secret ID make it possible to set up a secure authorization between SalesLoft and your Dynamics instance.

The Client ID is the application ID that's assigned to your app. You can find this information in the portal where you registered your OAuth app.

The Secret ID (aka the Client Secret) protects your resources by only granting tokens to authorized requestors. The ID is generated for your app in the app registration portal. The client secret must be URL-encoded before being sent and should remain known only to your application and the authorization server.

The Client Id and Secret ID may be obtained from your OAuth Application. To gather these credentials, follow these steps:

1. Open a Word document to capture credentials. This will come in handy when you need to refer to different IDs during the setup process.

2. Once you’ve completed the Oauth Application registration, you will be taken to an Overview Page for the OAuth Application that you just created. Copy and paste the Application (client) ID: and the header Client ID: into your Word document.

3. Back on the Overview Page for the OAuth Application, click Certificates & Secrets on the left hand menu under the Manage section.

4. Select New client secret under the Client secrets section.

5. Enter a Description for Client Secret, such as “Secret for SalesLoft”.

6. Select a time frame for your SalesLoft Secret to expire. If you select a time frame other than Never you will need to create a new secret in Dynamics and update it in SalesLoft to continue syncing.

7. Click Add.

8. Now you will see a value associated with the new Client Secret you created. You can click the document icon to copy to your clipboard and paste this into the word document you’ve been using to capture your credentials and add this under the header Secret:.

Thing to Note: This is the only time the Secret will be visible. If you do not immediately copy the secret, you will need to create a new one to copy the credential.

9. Click Authentication in the Manage column of the menu on the left hand side.

10. Click the + Add a platform button at the top of the screen.

Things to Note: If you are using a previously created OAuth App, you can create a new platform as this step indicates. However, if your OAuth App already has the Web Application configuration, you can select that application and input the following URIs provided by SaleLoft:

• https://multipass.us2.salesloft.com/auth/dynamics/callback
• https://crm.salesloft.com/auth/102495/dynamics/callback 

11. Click Web under the Configure Platforms window pane that pops up on the right side of the screen.

12. Paste the URI that SalesLoft provided to your team in the Redirect URIs section of the Configure Web window pane on the right side.

13. Once you paste the URI SalesLoft (https://multipass.us2.salesloft.com/auth/dynamics/callback), click the Configure button at the bottom.

14. Click Permissions a few down from the Authentication menu item you selected.

15. Select Grant admin consent for SalesLoft button.

16. Pick the account to verify login.

17. Accept Permissions to share information with SalesLoft. Once you have given permission for SalesLoft to have impersonation consent, you have successfully set up or chosen your OAuth Application and obtained your Dynamics Client ID and Secret!

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Notate the AppID and URI

Next in the process, you need to gather the AppID and URI from Dynamics. These credentials allow the SalesLoft app to create links to your Dynamics records.

To obtain the URI and App ID, follow these steps:

1. While in Dynamics 365, click My Apps on the left hand side.

2. Click Sales Hub or in some instances can also be called Sales Professional app (This is the new Unified View Sales App).

3. From the Main Dashboard, look at the URL in the Browser and Highlight the “https://xxxxxxxxxxxxxxxxxxx.com” including both the “https://” and “.com” part. Paste this into your Worddocument under the header URI:.

4. Back in the same Main Dashboard view, look at the URL in the Browser and Highlight the “appid=xxxxxxxxxxxxxxxxxxxxxx” all the way until the ampersand sign (&). Paste this into a word document under the header AppID:.

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Input Credentials into SalesLoft

Before your team can take advantage of SalesLoft's Dynamics integration  you must connect your Dynamics Instance to SalesLoft as an admin. This is a two-step process involving:

• Adding credentials to sync Dynamics to SalesLoft
• Connecting your personal Dynamics instance to SalesLoft (which we will explain in the next section)

In order to sync to your Dynamics Instance, you must gather your Dynamics credentials. If you completed the Create an OAuth Application, Obtain the Client ID & Secret ID, and Notate the AppID and URI steps above, you already have those credentials! Hopefully you added them to an easily accessible Word document, because now is the time to put them to use.

To input your Dynamics credentials into SalesLoft, follow these steps:

1. Click your name in the upper right corner to open a dropdown menu and select Settings. From your Team Settings, click CRM Sync on the left hand menu.
2. On the CRM Sync Settings tab, enter the 4 credentials you acquired from your Dynamics Instance. Input those credentials in the corresponding fields, specifically:
   • URI
   • App ID
   • Client ID
   • Client Secret
3. Once you have inputted the credentials in the form below, click Save.
4. When you click save, a modal will pop up letting you know that you are about to lock in your CRM Type to be Dynamics and verifying that this is what you are intending to do. Click Confirm. You will see a message that your CRM Type is Saved to Dynamics.

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Connect Personal Dynamics Connection to SalesLoft

To complete the setup process, each user will need to connect their SalesLoft account to their Dynamics instance, including you, the team admin.

Why is an admin's connection important? In order for the integration to be successful, our system authenticates the credentials entered by the admin. Once a successful connection has been created, then the credentials get locked down and the Dynamics instance is verified. If a connection is not successful, you will see an error message and your Dynamics credentials may still be manipulated.

To learn how to connect SalesLoft to your Dynamics Instance, check out Connect to Your Dynamics Account.

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Setup Field Mapping in Dynamics and SalesLoft

Field Mapping is completed from the Field Configuration tab. It allows you to share recorded field data between SalesLoft and Dynamics (based on your Configuration settings). 

As soon as your credentials are logged and your admin account is connected, SalesLoft will sync up the Dynamics and SalesLoft instances. As long as you have not completed any field mapping previously, SalesLoft will auto-map standard fields. To learn more about auto-mapping and the fields included, check out our Auto-mapped Standard Dynamics Fields article. 

When fields are auto-mapped, they are mapped in one direction (from Dynamics into SalesLoft). Keeping this in mind, you may want to edit your fields. Or there may be fields that you would like to custom create.

For more information on how to edit field mapping and more, check out the following articles: 

• Field Configuration Overview

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Setup Automation Rules to Import Leads and Contacts

Your users will likely have a lists of Leads and Contacts within their CRM that they will need to engage. The first step on this process is to import those Leads and Contacts into SalesLoft.

Currently, Dynamics users may export a Lead or Contact list as an excel file and import the list as a CSV into SalesLoft. However, this method may be timely and is susceptible to user error. For this reason, SalesLoft Automation Rules help to automate the import process.

Automation Rules use triggers to define the starting point of a rule. In order to import Leads and Contacts, you will want to use two different triggers when creating your rules: 

• For Leads not yet in SalesLoft the trigger to Use: When a Lead is not found in SalesLoft

• For Contacts not yet in SalesLoft the trigger to Use: When a Contact is not found in SalesLoft

In order to build any Automation Rule, you must determine what field values you will use as criteria and what actions you will take when the rule fires.

We recommend identifying the following:

• What fields are required for your Person records (e.g. Email, Name, Phone)?
• What field(s) indicate that a new inbound request has been received
  (e.g. Lead Source, Most Recent Action/Activity)?
• Are there any exclusions you’d like to include in the criteria? (e.g. records who should not match the rule)?
• What action(s) do you want this rule to take? (e.g. Add to Cadence, Update field values) 
  
  • For importing records from Dynamics into SalesLoft, we recommend the action Create Person.