Configure lead management for Dynamics CRM online

This article describes how to set up Dynamics CRM Online to process sales leads.

Prerequisites

The following user permissions are need for completing the steps in this article:

  • You need to be an admin on your Dynamics CRM Online instance to install a solution.
  • You need to be a tenant admin to create a new service account for lead service.

Install the solution

  1. Download the Microsoft Marketplace Lead Writer solution and save it locally.

  2. Open Dynamics CRM Online and go to Settings.

    Note

    If you don't see the options in the next screen capture, then you don't have the permissions you need.

    Dynamics setup view

  3. Select Import, and then select the solution that you downloaded in step 1.

    Dynamics import option

  4. Finish installing the solution.

Configure user permissions

To write leads into your Dynamics CRM instance you have to share a service account with us and configure permissions for the account.

Use the following steps to create the service account and assign permissions. You can use Azure Active Directory or Office 365.

Azure Active Directory

We recommend this option because you get the added benefit of never needing to update your username/password in order to keep getting leads. To use the Azure Active Directory option you provide the App Id, Application Key, and Directory Id from your Active Directory application.

Use the following steps to configure Azure Active Directory for Dynamics CRM.

  1. Sign in to Azure portal and then select the Azure Active Directory service.

  2. Select Properties and then copy the Directory Id. This is your tenant account identification that you need use in the Cloud Partner Portal.

    Get Directory ID

  3. Select App registrations, and then select New application registration.

  4. Enter the application name.

  5. For Type, select Web app / API.

  6. Provide a URL. This field isn't needed for leads, but is required to create an application.

  7. Select Create.

  8. Now that your application is registered, select Properties and then select copy the Application Id. You'll use this connection information in the Cloud Partner Portal.

  9. In Properties, set the application as Multi-tenanted and then select Save.

  10. Select Keys and create a new key with the Duration set to Never expires. Select Save to create the key.

  11. On the Keys menu, select Copy the key value. Save a copy of this value because you'll need it for the Cloud Partner Portal.

    Dynamics get registered key

  12. Select Required permissions and then select Add.

  13. Select Dynamics CRM Online as the new API, and check the permission for Access CRM Online as organization users.

  14. On Dynamics CRM, go to Users and select the "Enabled Users" dropdown to switch over to Application Users.

    Application users

  15. Select New to create a new user. Select the USER: APPLICATION USER dropdown.

    Add new application user

  16. In New User, provide the name and email that you want to use with this connection. Paste in the Application Id for the app you created in the Azure portal.

    Configure new user

  17. Go to "Security settings" in this article to finish configuring the connection for this user.

Office 365

If you don't want to use Azure Active Directory, you can register a new user on the Microsoft 365 admin center. You'll be required to update your username/password every 90 days to continue getting leads.

Use the following steps to configure Office 365 for Dynamics CRM.

  1. Sign in to the Microsoft 365 admin center.

  2. Select the Admin tile.

    Office Online Admin

  3. Select Add a user.

    Add a user

  4. Create a new user for the lead writer service. Configure the following settings:

    • Provide a password and uncheck the "Make this user change their password when they first sign in" option.
    • Select "User (no administrator access)" as the role for the user.
    • Select the product license shown in the next screen capture. You'll be charged for the license you choose. The solution will also work with Dynamics CRM Online Basic license.

    Configure user permissions and license

Security settings

The final step is to enable the User you created to write the leads.

  1. Sign in to Dynamics CRM online.

  2. On Settings, select Security.

    Security settings

  3. Select the user that you created in User permissions, and then select Manage User Roles. Check Microsoft Marketplace Lead Writer to assign the role.

    Assign user role\

    Note

    This role is created by the solution that you imported and only has permissions to write the leads and to track the solution version to ensure compatibility.

  4. In Security, select Security Roles and find the role for Microsoft Marketplace Lead Writer.

    Configure security lead writer\

  5. Select the Core Records tab. Enable Create/Read/Write for the User Entity UI.

    Enable create/read/write for user\

Wrap up

Finish configuring Dynamics CRM for lead management by adding the generated account information to the Cloud Partner Portal. For example:

  • Azure Active Directory - Application Id (example: 23456052-aaaa-bbbb-8662-1234df56788f), Directory Id (example: 12345678-8af1-4asf-1234-12234d01db47), and Application Key (example: 1234ABCDEDFRZ/G/FdY0aUABCEDcqhbLn/ST122345nBc=).
  • Office 365 - Url (example: https://contoso.crm4.dynamics.com), User Name (example: contoso@contoso.onmicrosoft.com), and Password (example: P@ssw0rd).