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AgileConnect for Dynamics Installation

Step-by-Step Instructions

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Installation

Overview

What you’ll need:

  • Dynamics user with “System Administrator” permissions.
  • Invitation email that includes the install key.
  • A .zip file containing the integration “solution”.

Estimated time to complete: 30 minutes

Setting up the Application

  1. Install the Application
  • Save the .zip file on your desktop.
  • Log in to Dynamics as a user with “System Administrator” permissions.
  • Go to Dynamics > Settings > Solutions > Click Import.
  • Click Choose File and select the .zip file for upload.
  • Click Next.
  •  
  • Wait for import to complete.
  •  

Note: A separate API user can be created for install in order to isolate the record creations from others.

  1. Authenticate Installation Key
  • Go to Dynamics > Settings > Solutions > Click the Solution associated with your integration.
  • Navigate to Web Resources
  • Select the install.html resource:
  • Copy and Paste the Web Resource URL.
  • Open a new browser window or tab, and paste in the URL.
  • Copy and paste the Install Key from installation email and click Install.
  • You should receive an “Authentication Successful” message. If not, check your install key.
  • Close the Authentication successful tab, return to Dynamics.
  1. Configure Forms and Views
  • Go to Dynamics > Settings > Customizations > Click Customize the System.
  • Navigate to the Account entity.
  • Click on the small arrow to the left of Entities to expand the list.
  • Click on the small arrow to the left of Account to expand the list.
  • Click on Forms to expand the form list.
  • Click on the form named “Account”. Note: The instance may have been customized to use different forms, so verify this is the desired form.
  • The form window will open.
    • Click the Insert tab.
    • Click the Sub-Grid button.
  • Fill in the form, associating the related entity (custom object) with the account.
  • For Name, enter “AgileK12_Account”.
  • For Label, enter “AgileK12 Account”.
  • For Entity, select the associated account entity (custom entity).
  • Click OK.
  • Drag the section towards the top right of the form (or other desired location).
  • Click the Insert tab
    • Click the Web Resource button.
  • Click the window / magnifying glass icon next to the web resource URL.
  • Scroll to the bottom and click Look Up More Records.
  • Enter *get_match* (include asterisks) in the Search input to locate the “get_match.html” resource.
  • For Name and Label enter “get_match”. Note that this label will not be shown to the user.
  • Check the box labeled “Pass record object-type and unique identifier as parameters”.
  • Click the Formatting tab at the top.
  • Set Number of Rows to 1.
  • Scroll down and uncheck the box labeled “Display border”.
  • Click OK
  • Drag the web resource to a place below the custom entity section above.
  • Navigate to the Custom Account entity. It will be named “AgileK12_Account”.
  • Click on Forms to expand the form list.
  • Double click on the form with a Form Type of “Main”.
  • Drag and drop fields from the right to the left.
  • This form determines what fields are shown to a user viewing details of the associated custom entity. Note: This step may not be necessary if there is a default form provided in the solution.
  • Click Save and Close when done.
  • Navigate back to the Custom Account entity. It will be named “AgileK12_Account”. Click on Views to expand the view list.
  • Double click on the view with a Name of “Active AgileK12_Accounts” and Type of “Default Public View”.
  • You can add/remove columns, change the order, etc. Fields shown here are a high level view of the entity, shown on the parent Account page. Note: This step may not be if there is a default view provided in the solution.
  • Click Save and Close when done.
  • Repeat the above steps for Contact. You will need to start by navigating to the Contact entity.
  • Repeat the above steps for Lead. You will need to start by navigating to the Lead entity. Note: Leads will require that two subgrids, one for account-level, and one for contact-level, be dragged into the Lead form.
  • Click Publish All Customizations to make them available to users.
  1. Configure Prospecting
  • Add prospecting links to the Dynamics navigation on the left side of the screen.
  • Go to Dynamics > Settings > Customizations > Click Customize the System.
  • Click Client Extensions on the left nav.
  • Double click on the application that you would like to have a prospecting link. In this example, we are using Sales Hub.
  • Click on an area, such as Customers.
  • Click the Add button, select Subarea.
  • For Type, select Web Resource
  • For URL, select the prospecting.html resource.
  • For Title, enter a descriptive title.
  • Click Save and Close.
  • Repeat the above steps for additional apps (such as CRM Hub, etc.).
  • When done, click Publish All Customizations to make them available to users.
  1. Configure Permissions
  • To give other users permission to access the integration, log in to the Azure portal as an administrator.
  • Click on Enterprise applications.
  • If you can’t find it, search for “Enterprise applications” at the top.
  • In the search box above the list of applications, enter the data provider or app name to locate the app.
  • Click on the app name.
  • Click Permissions on the left nav, under Security, click Grant admin consent.
  • Follow the dialog to grant permissions.
  • When complete, several permissions should be listed under “Admin consent”.
  1. Congratulations, you have completed the setup for your AgileConnect integration. Overnight, the data match will be completed and values appended to the new custom entities. Note: New Personnel are not automatically created upon installation, this requires setting up a query through the Prospecting tool. See the Prospecting page for more information and instructions.

Speak with a Consultant     |     866.782.0241 x 108     |     [email protected]

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