Microsoft Dynamics 365 (Legacy)

Available for: Preference Management Platform (PMP)

Premium Feature: Microsoft Dynamic 365

Didomi allows you to update your Microsoft Dynamics 365 Contact attributes with the preferences collected through your Preference Management Platform (PMP).

Note: This article is currently maintained for existing organizations that have implemented the Microsoft Dynamics 365 (Legacy) integration with Didomi. These organizations are strongly encouraged to update and migrate their integration to utilize the current iteration of the Didomi/Microsoft Dynamics 365 integration

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 uses the entity contact of Microsoft's Dataverse and sends the contact attribute property when updating a contact. Hence consent events are mapped to Microsoft Dataverse's contact attributes.

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

Example

{
    "type_id": "microsoft-dynamics",
    "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": "dataverse_contact_attribute_logical_name",
	    "value": "consents_purposes_newsletter_enabled"
	}
    ],
    "upsert_mode": true
}