Microsoft Dynamics 365 (Current)

Available for: Preference Management Platform (PMP)

Premium Feature: Microsoft Dynamic 365

Didomi allows you to update your Microsoft Dynamics Contact Point Consent attributes with the preferences collected through your Preference Management Platform (PMP).

Implementation

Connection

Didomi connects to Microsoft Dynamics Dataverse on your behalf through the following parameters:

• Client ID

• Client secret

• Server instance

• Azure tenant ID

Options

Upsert mode

You can choose allowing Didomi to create contact in Microsoft Dynamics 365, by setting upsert_mode to true. Otherwise, when a consent is collected but the organization_user_id value does not match with any contact in Microsoft Dynamics 365, the consent update will not be propagated.

Mapping

Didomi updates the Contact Point Consent table/entity in Microsoft's Dataverse with your organization's end-user preference selections. Mapping directs the integration on how to set the different end-user responses within the Contact Point Consent table/entity.

Review the table below for more information on how purposes and preference values map to your Microsoft Dynamics 365 (Current) configuration.

Purpose	Purposes configured in your organization's Didomi account will target the Purpose (msdynmkt_purpose) column of the Contact Point Consent table. Mapping options for purposes will include any configured attributes for the column by msdynmkt_purposeId.
Preference values	Preference values configured in your organization's Didomi account will target the Topic (msdynmkt_topic) column of the Contact Point Consent table. Mapping options for preference values will include any configured attributes for the column by msdynmkt_topicId.

Configuration

Property	Description	Required
Client ID	A client ID of the created Azure Enterprise application	Yes
Client secret	A client ID of the created Azure Enterprise application	Yes
Azure tenant ID	Tenant ID of your Azure app settings	Yes
Server Instance	Your REST API endpoint	Yes
Upsert mode	By setting upsert_mode to true you allow Didomi to create contacts in Microsoft Dynamics	No, Default value = false
Mappings	Mapping for properties between Didomi and Microsoft Dynamics Dataverse	Yes

{
    "type_id": "microsoft-dynamics-cpc",
    "authentication": {
        "client_id": "your_client_id",
        "client_secret": "your_client_secret",
        "tenant_id": "your_azure_app_tenant_ID",
        "instance": "your_rest_api_endpoint"
    },
    "properties": {},
    "mappings": [
        {
            "id": "purpose:<msdynmkt_purposeId>" or "topic:<msdynmkt_topicId>",
            "value": "<pmp_preference_value_widget_id>"
        }
    ],
    "upsert_mode": true
}