How to integrate Microsoft Dynamics CRM with Spotter? – Spotter V2

Unify your data, gain  predictive insights  and achieve amazing results with CRM Dynamics Online by Microsoft.

Follow the steps described below to integrate  Exact Spotter  with  Dynamics  quickly and easily:

1.  Login to the  Exact Spotter page  with a  Manager account .

2.  After  login,  go to  Settings  >  Integrations .

3.  On the  Integrations menu,  access  CRM,  select the Integration with Dynamics  option  and enable the  Dynamics Online checkbox  .

• Enter the Dynamics access URL in the   Dynamics   Services  URL field . For example:  https://exactsales.crm2.dynamics.com/

• Enter the  Client ID ;

• Enter the  Active Directory ID ;

• Enter the  Secret ID ;

• Click  Save Changes  at the bottom of the page. 

4.  To extract the Client ID, Active Directory ID  and  Secret ID information  , access  Dynamics CRM and after  login , go to the menu located in the upper left corner and click  Administration  .

5.  Click  Show All .

6. Acesse Azure Active Directory.

7.  In the Azure portal, click  All services  >  Application registrations .

8.  Click  New Record

.

9.  Enter data:

• Name:  IntegrationSpotter ;

• Type:  Web ;

• Entry URL: https://hubintegracao-sv2-gw.exactsales.com.br

• Click  Register.

10.  Copy the  Application ID  created and insert it in the  Client ID field  described in item 3 of this article.

11.  Copy the  created directory ID  and insert it in the  Active Directory Id field  described in item 3 of this article

12.  Access the  Authentication menu  and create a new URL redirect.

• Type:  Web ;

• URL: https://app.exactspotter.com/dynamics/login

• Click  Save .

13.  To allow Spotter  to control  Dynamics, go to the  API Permissions  >  Add a Permission menu .

 14.  In Microsoft API's, select the  Dynamics CRM option. 

15.  Check the  user_impersonation checkbox   and click  Add Permissions .

16.  Return to the  API Permissions  >  Add a Permission  page and click  Azure Service Management.

17.  Check the  user_impersonation checkbox   and click  Add Permissions .

18.  After that, on the same  API Permissions screen  , click  Grant admin consent for Exact Sales.

19.  Accept Permissions

20.  Access the  Certificates and Secrets menu  > click on  +New client secret . This secret  must be inserted in the Secret ID   parameter  of the integration with Spotter, described in  item 3  of this article.

21.  Adding the  Client Secret ;

• Description:  Secret ID ;

• Expires:  Never ;

• Click  Add

22.  After adding, the key will be displayed. Just  copy the value  and  insert it  into the Spotter's Secret ID field   . 

23.  Still in Dynamics, access the  menu Users  >  All users  and click on the  name of the user  you want to integrate between Exact Spotter and Dynamics CRM.

24.  With the user profile open, click  Assigned Roles  >  +Add Assignment . 

25.  Enable Application Administrator  permission  and click  Add

Okay, now your user  is enabled  for integration. Repeat the  same  configuration  procedure for all Dynamics users  that will be integrated, starting from  item 23  of this article.

Integrating users (sellers) into  Exact Spotter .

26.  Access  Spotter  and go to Settings >  Team > Vendors > Edit (vendor) ;

• In the CRM field, select  Dynamics Online ;

• Click  Save .

A confirmation email will be sent to the registered seller

27.  Confirm the integration request.

28.  After confirmation, the message will appear: 

IMPORTANT :  It is  mandatory  to fill in the contact e-mail field in the  lead , so that it can be sent to Dynamics. 

That's it, your integration has been carried out. 

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