This article covers integrating GeckoEngage with Microsoft Dynamics 365. Looking to integrate Dynamics 365 with GeckoChat? Click here.
Gecko supports full API integration with Microsoft Dynamics, including the ability to write to pre-configured modules and custom tables/entities/entitysets. From an event perspective, Gecko boasts a two-way integration with both Dynamic's native Campaigns as well as with popular marketing tool ClickDimensions.
Setting up your integration is easy! Just follow the steps below:
Obtain your Dynamics instance URL.
This is the URL you visit in order to login to your Dynamics instance and is usually in this format: https://mycompany.crm123.dynamics.com (This is your Dynamics instance URL).
2. Register GeckoEngage as an authorised app for your Dynamics account.
Go to https://portal.azure.com.
Log in with your Dynamics credentials.
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):
EU-based users - https://api-eu.geckoform.com/integrations/engage-dynamics/callback
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.
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.
Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.