How to Set Up Your MS Dynamics Integration

We will walk through the process of creating a new app in the Microsoft Dynamics ecosystem. Microsoft will likely make changes to this at some point, so please be aware the UIs may look different.

Create a new App in Azure

• Navigate to https://portal.azure.com

• Click "Microsoft Entra ID"

• Navigate to "App registrations"

• Click "New registration"

• Enter a memorable Name such as "FeedOtter Integration"

  • Leave all other fields default

  • Click Register

• For the following page, you will need the these items:

  • Application (client) ID

  • Copy this to a notepad so you can paste it into FeedOtter later in this process.

• From the left side menu click on API permissions

  • Add a permission

  • Select "Dynamics CRM"

  • Check the box next to user_impersonation

  • Click Add permission

• From the left sidebar, click on Certificates & Secrets

  • Click on New client secret

  • Give it a memorable description value such as "FeedOtter Integration Secret"

  • We recommend setting the expires value as long as you possibly can tolerate.

  • Copy the VALUE from the newly created secret. Paste it in the same place you stored the clientId value earlier. (NOT the Secret Id!)

Add API permissions in Power Apps

• Navigate to https://admin.powerplatform.microsoft.com/environments

• Navigate to the appropriate environment for your Dynamics instance

• Go to Settings

• Under Users & permissions select Application users

• Click New app user

• Select the "FeedOtter" app user you created in the previous Azure step

• Select the business unit you wish to use

• For the Security Role, we know the integration will work with the "System Administrator" role. Obviously this is not ideal so please select an appropriate role that has read/write access to the following tables:

  msdynmkt_email (required)
  msdyncrm_marketingemail (optional)

Setup your connection in FeedOtter

• Navigate to https://app.feedotter.com/account/connections

• Click Add integration

• Select MS Dynamics

• Using the clientId and secret obtained from the steps above, fill out the input boxes.

  • Resource - this is the base url used for your Dynamics instance. It typically will look something like this: https://org0ab02413.crm.dynamics.com

  • Client Id and Client Secret should be filled with the values obtained earlier.

  • Click Save

FeedOtter will attempt to verify your connection's validity. If it succeeds, you are ready to test pushing an email to Dynamics.

At this point you are ready to set up your RSS and/or curated newsletters using the following tutorials:

• Getting Started (Curated Newsletters)