This article covers integrating GeckoEngage with Microsoft Dynamics 365. Looking to integrate Dynamics 365 with GeckoChat? Click here

Setup:

  1. Obtain your Dynamics instance URL.

    2. Register GeckoEngage as an authorised app for your Dynamics account.

  • Select Azure Active Directory from the left-hand menu bar (this will make the directory 'blade' appear).
  • Select App Registrations from the blade's column of options.
  • Select + New registration.
  • Fill out the form that will appear with the 'Name' = 'GeckoEngage', then click the 'Register' button
  • You will then be presented with the GeckoEngage registered app window. Make sure to make a note of your Application (client) ID (This is your App ID).
  • Click on the 'Add a Redirect URI' link
  •  Add ONE OF THE BELOW (depending on your region): 
  1. EU-based users - https://api-eu.geckoform.com/integrations/engage-dynamics/callback
  2. US-based users- https://api-us-e.geckoform.com/integrations/engage-dynamics/callback
  • Select Save.
  • Select API Permissions from the same menu and click +Add a Permission on the new 'blade' that appears.
  • This will open a new section to the right, select Select an API and then pick Dynamics CRM from the options that appear.
  • From the new section that appears, click on the checkbox for 'user_impersonation' and then click on the 'Add permissions' button
  • Now select 'Certificates and secrets'. From the new section that appears, click on the '+ New client secret' button
  • Create a new Client secret by entering 'GeckoEngageKey' in the 'Description' field and select the 'Never' option in the 'Expires' section.
  • Click the Add button and you should see the secret 'Value' - a string of random numbers and characters - as shown. Make sure you make a note of this (this is your Password Key).

    3. Setup the integration in GeckoEngage.

First, a quick check-list. Make sure you have the following available to you before proceeding:

  • Dynamics Instance URL.
  • App ID.
  • Password Key.

Once you have these details head back to Gecko:

  • Login to GeckoEngage.
  • Navigate to Settings > Integrations > +New Integration
  • Set the integration type to Dynamics and fill in the details you've collected from Dynamics.
  • Click Connect with Dynamics.
  • You will be redirected to an Azure Dynamics page to grant permission to GeckoForms, select Accept.

You'll now be redirected back to the Integrations page of Gecko. After a few seconds you will be redirected again to a page for your new Dynamics 365 integration. All that's left for you to do is to map out your new integration.

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