Folloze-Dynamics 365 API Integration Overview The Folloze-Dynamics 365 API Integration allows you to push contact and activity data from Folloze into Dynamics 365 Sales Hub, as well as creating an embedded Account Engagement dashboard.

Before moving forward with setting up your integration, be sure to read through the document and please check out the Key Considerations section to determine if this integration will meet your business needs.

There are four main steps required to integrate Folloze with Dynamics 365:

1. Create an Azure Active Directory app and assign relevant permissions a. Obtain Application (client) ID b. Obtain Directory (tenant) ID c. Create new Client Secret

2. Create the API User in MS Dynamics and assign System Admin role a. Link the API User to the Azure app using the Application ID

3. Install the Folloze Integration solution into Dynamics 365 4. Complete the mapping and setup in Folloze’s Integration tab

a. Enter the Application (client) ID, Directory (tenant) ID and Client Secret obtained in Step 1

Create an Azure Active Directory App To create an Azure Active Directory app using the Azure Portal, complete the following steps. (See Microsoft documentation for more detail: https://docs.microsoft.com/en-us/azure/active-directory/develop/howto-create-service-principal-portal.)

1. Log in to portal.azure.com and navigate to Azure Active Directory 2. Click on App Registrations in the left navigation column

https://docs.microsoft.com/en-us/azure/active-directory/develop/howto-create-service-principal-portal

3. Create a new registration. Note: For this application, you do not need to supply a redirect or application ID URI.

4. Once the registration has been created, navigate to “Certificates and Secrets” and create a new Client Secret. Note: You will need to enter this value into the Folloze integration tab later, so copy and paste into an accessible location. You cannot view the secret once it has been created.

5. Navigate to API permissions. Add the ‘user_impersonation’ permission for Dynamics CRM. If ‘User.Read’ is not already assigned for Microsoft Graph, add this permission as well.

Create the API User You have now created the Azure AD app and need to connect the app to your Dynamics 365 instance, so Folloze can create contacts and push activities. To connect Azure AD with Dynamics 365, create a new Application User in Dynamics by navigating to Settings > Security > Users. Filter by Application Users, and select “New”.

In the “Application ID” field, enter the Application (client) ID value from the Azure AD app you created in step 1.

Next, save the user and grant this user the System Admin role:

Install the Folloze Integration solution into Dynamics 365 Now that the Azure AD Application and API User have been configured, you are ready to install the Folloze Integration solution. This solution creates a new entity called Folloze Activity, which allows Folloze to push board views, item views, and other activities into the contact’s timeline in Dynamics 365 Sales Hub. This solution also contains the package to embed the Folloze Account Engagement dashboard into Sales Hub.

To install the solution, navigate to Settings > Solutions, then click on Import. Your Folloze Solution Engineer will provide a zip file for you to install.

Upon successful installation, you should see the Solution Package in your Solutions table.

You will also be able to navigate to the “Engagement” dashboard in Sales Hub. (Note: you may need to perform a hard refresh in your browser for the Engagement dashboard to appear after installation. Users will also need to have an active Folloze license in order to log in to the dashboard.)

Complete setup and mapping in Folloze’s Integrations Tab You’ve completed the necessary steps in Microsoft Dynamics 365! The final piece is to place the values you obtained in the previous steps into the Dynamics 365 integrations tab in Folloze.

In Folloze, navigate to Company Admin > Integrations > Dynamics 365 Sales tab. Complete the following steps:

1. Toggle the “Connect/Enable Dynamics 365 Sales” option to “On” 2. Enter the Application (client) ID obtained in step 1 into the “Client ID” field 3. Enter the Client Secret obtained in step 1 into the “Client Secret” field 4. Enter the Directory (tenant) ID obtained in step 1 into the “Tenant ID” field 5. Enter the Base URL of your Dynamics instance into the “Resource ID” field

Next, configure your settings:

Report prospect activities: This allows you to push activities from Folloze leads with email addresses into Dynamics. Note: you may want to confirm any API call limits with your Microsoft account manager. Including Email Sends and Email Opens may result in a high number of API calls to your instance

Create new contacts: If the email address does not exist as a contact in Dynamics, this setting will create a new contact.

Update data for existing contacts: If an existing contact has a blank field value in Folloze, e.g. Company or Last Name is blank, toggling this setting “On” will allow Folloze to update previously blank values on the contact record. Note: Folloze will not overwrite existing contact values, only blank values.

Lead attributes mapping: This setting allows you to map Folloze standard fields and custom attributes to Contact fields in Dynamics. Note: Folloze does not currently support cross-mapping to other objects. The field must be on the contact entity in order for Folloze to map the value.

Congratulations! You have successfully completed the Folloze-Dynamics 365 API integration. To test, place a form on a test Folloze board and add some content to the board. Grab the board link and open in a different browser or Incognito window.

Fill out the form using an external email address (NOTE: the integration will not send internal leads i.e. leads with email at the same domain as your Folloze instance to Dynamics). Then view one or two pieces of content. In a few minutes, the contact should be created in Dynamics and their timeline should be populated with the appropriate activities. If this does not happen within 15 minutes, please check your permissions and roles and try again.

Some key considerations when setting up your dynamics integration: - The integration does not currently support lookup fields in Dynamics. - When using Folloze Custom Forms with picklists, you will need to supply the Option ID (e.g.

82400001) for each value in the picklist. Your CSM or Solution Engineer can help you set up a custom form with this information.

- You may ask, Why is System Admin required for the Application User? Since every instance of Dynamics 365 is unique to the customer, there may be processes tied to contact update and creation that require specific permissions. If System Admin permissions are not feasible, it is the responsibility of the Dynamics 365 Administrator to determine the necessary permissions required by the Folloze integration.