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Dynamics 365 channel in PeopleStage

You can create Microsoft Dynamics 365 channels directly in PeopleStage to upload campaign data to your Dynamics tables.

Note

Before using your Microsoft Dynamics 365 channel in campaigns, complete the configuration steps in Setting up your Microsoft Dynamics 365 custom object and table.

Creating your channel

Create a channel in PeopleStage that maps to the cr1e5_model table.

PeopleStage channel

Note

Mark ExternalID as the Key field.

You can also add additional variables if needed.

Warning

Ensure variable names match correctly for automatic mapping.

For example, a variable called Contact Id holds the Microsoft Dynamics contact ID and maps to the Contact field, which links to cr1e5_contact.

Authentication details

In the channel configuration, provide:

Field Value
Username Your Microsoft Dynamics login email
Password Your Microsoft Dynamics password
Domain Found in your Microsoft Dynamics environment details
Organisation Found in your Microsoft Dynamics environment details
App Id 51f81489-12ee-4a9e-aaae-a2591f45987d
Redirect Uri app://58145B91-0C36-4500-8554-080854F2AC97

Note

The App Id and Redirect Uri are generic and must be included unless you create your own authenticator app.

Upsert your data

To test this, create content in PeopleStage with the following fields:

PeopleStage fields

Field Description
Name The name of the model (text field)
Score The model score (fixed value of 3.14 for testing; use a variable in production)
ExternalID Concatenation of Name and Contact Id, separated by a delimiter
Contact The Contact Id variable (already added in the channel mapping)

View data in Microsoft Dynamics 365

After running your campaign, the records appear in Microsoft Dynamics 365.

Dynamics data

You can keep model scores up to date through upserts based on ExternalID.

For detail on using Microsoft Dynamics 365 in Orbit campaigns, see Microsoft Dynamics 365 in Orbit.