Plugins
Mautic - Microsoft Dynamics CRM bi-directional plugin
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.
Configure the Dynamics CRM plugin
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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.
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Select the features you like in the Features tab. Push contacts to this integration checkbox is checked by default.
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Configure the field mapping.
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Save the plugin configuration.
Set Up Dynamics 365
How to create a Dynamics 365 Trial account
- Go to the Dynamics 365 Trial website
Set Up Azure
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Go to the Azure Portal
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Log in with your onmicrosoft.com account
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Go to Azure Active Directory
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Add a new Application Registration
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Fill in the CRM Application information
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Click on Create
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Click on the Application you just created
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You will use the Application ID when configuring the plugin in Mautic
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Add a new Key. Use any name, click on save and copy the value. You will use it as the plugin secret in Mautic.
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Configure the reply URLs using the callbacks from the plugin settings in Mautic. Click Save
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Configure the Required Permissions. Click on Add
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Add Dynamics CRM Online Api Access. Click Select
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Enable Dynamics CRM access for the users. Click Select and then click Done
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Activate the permissions by clicking "Grant Permissions". Click Yes
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Go back to Mautic
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Authorize the plugin
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Use your onmicrosoft.com account to authenticate:
Test the plugin
Follow these steps to test the integration.
- The plugin is ready. You can test using "Push to Integration" form and campaign actions.
- You can also test by executing the command:
php app/console mautic:integration:fetchleads -i Dynamics