Microsoft Dynamics enables business to unify CRM and ERP capabilities. This connector can be set up at Company or venue level and will push users’ data into Microsoft Dynamics to create a contact once they have authenticated onto your Wi-Fi.
Set Up the Microsoft Dynamics Connector
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Within Management > Connectors on the Microsoft Dynamics connector click Add.
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Complete the fields as follows:
Connector Name
Enter a name for the connector.
Enter your username for Microsoft dynamics
Enter your username and password for Microsoft Dynamics.
Enter your password for Microsoft dynamics
Enter your resource URL for Microsoft dynamics
To obtain the resource URL:
Log in to Microsoft Dynamics and select Marketing, this generates a new URL in your address bar. Copy this URL into this field.
Enter your client id for Microsoft dynamics
To obtain the client ID and secret:
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Log into Microsoft Azure, click Azure Active Directory > App registrations > + New application registration.
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Enter a name for the app, for the application type select Web App/API and enter a Sign-on URL, for example, your business domain. Create the application.
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When the application is registered, click Settings > Required Permissions > Add.
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Click API, select Dynamics CRM Online, then select Permissions, ensure all checkboxes are ticked, then select Keys.
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Add a Description and Duration, then click Save.
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Copy the API key into a safe place before you exit as you cannot access this once you leave the page.
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Paste the API key into this field.
Enter your client secret for Microsoft dynamics
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Click Verify and when the verification is successful click Save.
Data Sent to Microsoft Dynamics
The following data is sent to Microsoft Dynamics to create a contact:
|
Data Type |
Data |
Description |
|
(string) |
firstName |
The user's forename |
|
(string) |
lastName |
The user's surname |
|
(string) |
|
The user's email address |
|
(string) |
mobile |
The user's mobile telephone number |
|
(string) |
postcode |
The user's postcode |
|
(string) |
country locale |
The user's locale |
|
(integer) |
gender |
The user's gender as a number; 1 being Male, 2 Female |
|
(string) |
dateOfBirth |
The user's date of birth in YYYY-mm-dd format |
|
(Boolean) |
marketingStatus |
Whether the user has agreed to |