Microsoft Dynamics

• Cater to the daily workflows of sales reps in your CRM
• Increase sales productivity: send the right materials to potential customers at the right time
• Real-time tracking intelligence helps close more deals, faster

• Proactively push the most relevant sales content and customer references to the rep based on their Opportunity
• Tie references to closed deals for ROI reports at your fingertips

• Intuitive integration points streamline reference workflows (like nomination and request submissions)
• Increases productivity of sales and marketing teams
• Manage data in one system instead of two: leverage SugarCRM as the system of record for customer data

Register our application (called "ROI") with your Azure Active Directory instance.

Note: You will only need to do this once, regardless of the number of Dynamics instances into which the Upland RO managed solution is installed.

1. Navigate to the following URL: https://login.microsoftonline.com/{your-tenant-id}/oauth2/authorize?client_id=bff01d1a-4141-4090-8e5f-77f51765c66e&response_type=code&redirect_uri=https%3A%2F%2Frv.roinnovation.com%2Frvgateway%2Fdynamics.aspx&prompt=admin_consent.
2. Replace {your-tenant-id} with your Azure Tenant ID. To locate your Azure Tenant ID: 
   1. Log into Azure as an administrator.
   2. Within the Azure portal, navigate to: Azure Active Directory | Manage | Properties.
   3. Copy the Tenant ID. This is used when you download and install the managed package.

Create an Application User in your Microsoft Dynamics organization.

1. Navigate to: Microsoft Dynamics | Settings | System | Security | Users.
2. Filter by the list of user types by selecting Application Users from the dropdown menu.
3. Click +New to add your Upland RO application user.
4. Enter the following information: 

   Field	Value
   User Name	uplandro@uplandsoftware.com
   Application ID	bff01d1a-4141-4090-8e5f-77f51765c66e
   Application ID URI	bff01d1a-4141-4090-8e5f-77f51765c66e
   Azure AD Object ID	bff01d1a-4141-4090-8e5f-77f51765c66e
   Full Name	Upland RO
   Primary Email	uplandro@uplandsoftware.com



5. Click Save.
6. Click the Manage Roles option in the ribbon. The "Manage User Roles" dialog will appear.
7. Select the ROPlatform_RoleForIntegrationAccount checkbox.
8. Click OK.

Take note of your Microsoft Dynamics TenantID. To locate your TenantID: 

1. Navigate to: Microsoft Dynamics | Settings | Customization | Customizations | Developer Resources.
2. Locate the ID field within the Instance Reference Information section. This is a GUID that uniquely identifies your company's instance of Dynamics 365.
3. Provide RO with the Instance Reference Information GUID.

The first security role, ROPlatform_RoleForIntegrationAccount, should be given to the RO Integration user. We recommend you use this Security Role, which grants the following permissions:

• Read permissions at the Organization level for Accounts, Contacts, Opportunities, Product, Team, and Users.
• Read permissions for Attribute Map, Entity, Field, Plug-in Assembly, Plug-in Type, Relationship, Sdk Message Processing Step, Sdk Message Processing Step Image, and Sdk Message Processing Step Secure Configuration.

Note: These are the minimum requirements. If the organization wishes to limit the number of fields exposed on accounts, contacts and/or opportunities, Upland RO support can work with the organization to implement this configuration. This is the role you applied when you Create a Microsoft Dynamics Application User .

This role is meant for RO Platform users. It grants read access to the virtual entities that show audit trail information on contacts and opportunities, as well as the OData V4 Data Source. Users need this security role to obtain the full package experience. The four virtual entities are

• ROI Nomination
• ROI Request
• ROI Sales Win
• ROI Spotlight Activity

If desired, you can change the label for "RO Enablement."

Example: You might wish to call the tab "Reference View."

1. Navigate to: Microsoft Dynamics | Settings | Customization | Customizations | Customize the System. The "Power Apps" page will appear.
2. Within the "Power Apps" page, open the Site Map Default Solution. The "Sitemap Designer" page will appear.
3. Within the "Sitemap Designer" page, select the Sales tab.
4. Scroll all the way to the right and select the RO Enablement Sub Area.



5. Open the Properties tab within the RO Enablement Sub Area.
6. Enter a new label name into the Title (1033) field.
7. Click Save And Close.
8. Click Publish.

If you are using the Unified Interface, you may wish to organize the RO Enablement tab differently. To do this, you must add the RO Enablement web resource to a model-driven application.

1. Navigate to: Microsoft Dynamics | Settings | Customization | Customizations | Customize the System. The "Power Apps" page will appear.
2. Within the "Power Apps" page, open the Site Map Default Solution. The "Sitemap Designer" page will appear.
3. Choose the group where you want to add the RO Enablement menu item.
4. Click +Add and select Subarea from the dropdown menu.
5. Add the following to your new subarea: 

   Sub Area Fields	Values
   Type	Web Resource
   URL	RO Enablement
   Title (1033)	RO Enablement Note: You can name this whatever you want.
   Icon	/WebResources/roi_ReferenceView_16x16SVG
   Parameter Passing	Enabled

6. Click Save And Close.
7. Click Publish.

With this release, we have enhanced the integration between RO Innovation and Microsoft Dynamics. Opportunity Records in Dynamics can now display an RO Sales Enablement Section that pulls data from the RO Platform in real-time. This way, Sales users can work from their CRM while maintaining easy access to frequently used RO functionality.

New Integration Functionality

• From Dynamics, users can access RO Sales Enablement options including Ready Assets and Quick Plays.
• From Dynamics, users can find a Reference, request a Reference, send a Spotlight, and submit a Sales Win.

How to Enable: Please submit an enhancement request to enable this integration.

Note: Users must provide their own Microsoft Dynamics licenses.

Platform: All