Introduction

Aviso AI seamlessly integrates with Microsoft Dynamics to extract data such as opportunities, accounts, and system users. Aviso AI is then able to process this data through AI and provide you with actionable insights, notifications, and alerts. This document explains how to integrate Microsoft Dynamics with Aviso AI.

Integrating Microsoft Dynamics with Aviso requires the following procedures:

•  Prerequisites
• Register your application on Microsoft Azure portal
• Add application user to Dynamics 365
•  Configure Aviso platform to integrate Microsoft Dynamics

Prerequisites

Ensure you have admin access to Microsoft Dynamics.

Register your application on Microsoft Azure portal

Perform the following steps to register your application on Microsoft Azure portal:      

1. Log in to Microsoft Azure with your admin credentials. Microsoft Azure > App registration page appears.
   
2.  Click +New Registration.
   Register an application screen appears.
   
3. In the Name field, enter a name of your choice.
   Under Supported account types, Accounts in this organizational directory only (Default Directry only - Single tenant) checkbox is selected by default.
4. Click Register.
   A new screen appears and shows the following IDs.
   
5.  Note down the Application (client) ID and Directory (tenant) ID.
6. Click the Add a certificate or secret link to generate client secret. Certificate & secrets screen appears.
   
7.  Click +New client secret.
   Add a client secret dialog box appears.
   
8.  In the Description field, enter a short description of why you need the client secret.
9. From the Expiry list, select the maximum value available.
10.  Click Add.
    The client secret value and secret ID appear on the screen.
    
11.  Note down the secret value and secret ID immediately after the values appear on the screen. The secret value is masked after that.
12. From the left menu, click API permissions.
    Configured permissions screen appears.
    
13. Click +Add a permission.
    Request API permissions dialog box appears.
    
14.  Under Microsoft APIs tab, select Dynamics CRM.
    The Dynamics CRM dialog box appears.
    
15.  Click user_impersonation checkbox and click Add permissions.

Add application user to Dynamics 365

Perform the following steps to add an application user to Dynamics 365.

1.  Log in to Power Platform admin center using your admin credentials. Environment screen appears and lists all the environments.
2.  Under Environments, click your Dynamic 360 environment to open it.
   
   The Details section of the environment appears.
   
3. Click Users.
   Users screen appears.
   
4. Click the app users list link. 
   Application users screen appears.
   
5.  Click +Setup user.
   Create a new app user dialog box appears as shown in the image attached in the last step.
6. Click Add an app and from the list of apps, select the app that you created while performing the previous task - Register your application on Microsoft Azure portal.
   
7.   From the Business unit list, select the correct business unit.
8.  (Optional) Edit Security roles field to add the required security roles.
9.  Click Create.
   The newly created app user appears on the Application users screen.

Configuring Aviso platform to integrate Microsoft Dynamics

Provide the following information that you collected from Microsoft Azure portal to the Aviso implementation team to integrate Microsoft Dynamics with your Aviso AI instance:

•  username (integration user username)- Create a CRM user for this integration. Share the username of the CRM user.
• password (integration user password)- Create a CRM user for this integration. Share the password of the CRM user.
•  client_id (Application (client ID))- generated while you registered the application, step number 5.
•  tenant_id (Directory (tenant ID))- generated while you registered the application, step number 5.
• customer secret (Customer secret value we generated above)- generated while you registered the application, step number 11.
• crm url (MS dynamics url)- When you log in to the CRM, you get a unique URL, for example, https://org2222a2h6.crm2.dynamics.com.

For security purpose, you can use a password-protected excel sheet to share the information with the Aviso implementation team and share the password in a separate email or chat.