This plugin can push/pull contacts to and from Dynamics CRM when a contact makes some action and when manually executing the sync leads command.
If you don't have a Dynamics CRM account, follow the instructions below to create a Trial Dynamics 365 account.
Insert your Dynamics CRM URL, the Application ID and Secret into the Mautic Dynamics integration plugin and authorize it. Set the Publish switch to Yes. Save.
Log in with your onmicrosoft.com account
Go to Azure Active Directory
Add a new Application Registration
Fill in the CRM Application information
Click on the Application you just created
You will use the Application ID when configuring the plugin in Mautic
Add a new Key. Use any name, click on save and copy the value. You will use it as the plugin secret in Mautic.
Configure the reply URLs using the callbacks from the plugin settings in Mautic. Click Save
Configure the Required Permissions. Click on Add
Add Dynamics CRM Online Api Access. Click Select
Enable Dynamics CRM access for the users. Click Select and then click Done
Activate the permissions by clicking "Grant Permissions". Click Yes
Authorize the plugin
Use your onmicrosoft.com account to authenticate:
Follow these steps to test the integration.
php bin/console mautic:integration:fetchleads -i Dynamics
Found errors? Think you can improve this documentation? edit this page on Github