The Dynamics 365 integration allows you to use certain Dynamics 365 data and events as automatic triggers to send your sequences at the right time. This article explains the steps required to configure Microsoft Power Platform, connect your modules in InputKit, and create your triggers.
Before you begin
Before you can connect your Dynamics 365 account to InputKit, you must first complete a manual configuration in Microsoft Power Platform to allow InputKit to access your environments.
Step 1: Access the Dynamics 365 integration in InputKit
Click your name in the top-right corner.
Click “Integrations”.
You will see the list of your active integrations.
Click “+ Add an integration”.
Select “Dynamics 365”.
You will then see InputKit’s “Application (client) ID” that must be added in Microsoft Power Platform.
Click the copy button to copy the “Application (client) ID”.
Step 2: Add InputKit as an application in Microsoft Power Platform
Open a new tab.
Go to your Microsoft Power Platform admin center.
In the left menu, click “Manage”.
Click “Environments”.
You will see the list of your Dynamics environments.
Click the environment you want to connect.
Go to “Settings” > “Users + permissions” > “Application users”.
Click “New app user”.
Click “Add an app”.
Paste InputKit’s “Application (client) ID”.
Select “InputKit”.
Click “Add”.
Select the “Business unit” that matches the organization you want to connect to InputKit.
Check the roles you want to assign to InputKit.
Click “Create”.
Note: Repeat these steps for each environment you want to connect to InputKit (Opportunities, Work orders).
Step 3: Connect your Dynamics modules in InputKit
Once the configuration is completed in Microsoft Power Platform, you will be able to connect your Dynamics modules in InputKit, for example “Sales” or “Field Service”.
For each module you want to connect:
Copy your Dynamics organization URL.
Paste this URL into InputKit in the appropriate field.
Click “Connect with Microsoft”.
You will be redirected to the Microsoft sign-in page.
Sign in to your account.
Once the connection is completed, you will see the connection status.
Note: Repeat this step for each module you want to connect (Opportunities, Work orders).
Step 4: Create a trigger in InputKit
The final step is to create the triggers that will automatically send your sequences.
Click “Add a trigger”.
Enter a name for your trigger.
Choose the trigger type.
Select the sequence to send.
Add a sending delay if needed.
Step 5: Map the fields
You can then select the fields you want to send to InputKit.
Check the fields you want to send to InputKit.
Review the field mapping.
Note: Some fields will be selected by default, such as the customer’s name and email address.
Step 6: Add filters (optional)
If needed, you can add filters so that sequences are sent only under certain conditions.
Once the configuration is complete, click : “Create trigger”.
What the Dynamics 365 integration allows you to do
Once the integration is set up, you can use certain Dynamics 365 events and data as automatic triggers for your InputKit sequences.
For example, this can allow you to trigger sequences from:
opportunities in Dataverse
work orders in Field Service
This helps you send the right sequences at the right time, without manual intervention.
If you have any questions, feel free to contact us via the chat.