Install CRM Plugin Azure Marketplace Lead Writer

1/16/2019 Dynamics CRM | Microsoft Docs
Install the solution

1. Download the Microsoft Marketplace Lead Writer solution and save it locally.
2. Open Dynamics CRM Online and go to Settings.
７ Note
If you don't see the options in the next screen capture, then you don't have the permissions
you need.
3. Select Import, and then select the solution that you downloaded in step 1.
4. Finish installing the solution.
https://docs.microsoft.com/en-us/azure/marketplace/cloud-partner-portal-orig/cloud-partner-portal-lead-management-instructions-dynamics 1/11
Configure user permissions

To write leads into your Dynamics CRM instance you have to share a service account with us and
configure permissions for the account.
Use the following steps to create the service account and assign permissions. You can use Azure Active
Directory or Office 365.
Azure Active Directory
We recommend this option because you get the added benefit of never needing to update your
username/password in order to keep getting leads. To use the Azure Active Directory option you provide
the App Id, Application Key, and Directory Id from your Active Directory application.
Use the following steps to configure Azure Active Directory for Dynamics CRM.
1. Sign in to Azure portal and then select the Azure Active Directory service.
2. Select Properties and then copy the Directory Id. This is your tenant account identification that you
need use in the Cloud Partner Portal.
3. Select App registrations, and then select New application registration.

4 Enter the application name
4. Enter the application name.
5. For Type, select Web app / API.
6. Provide a URL. This field isn't needed for leads, but is required to create an application.
7. Select Create.
8. Now that your application is registered, select Properties and then select copy the Application Id.
You'll use this connection information in the Cloud Partner Portal.
9. In Properties, set the application as Multi-tenanted and then select Save.
10. Select Keys and create a new key with the Duration set to Never expires. Select Save to create the
key.
11. On the Keys menu, select Copy the key value. Save a copy of this value because you'll need it for
the Cloud Partner Portal.
12. Select Required permissions and then select Add.
13. Select Dynamics CRM Online as the new API, and check the permission for Access CRM Online as
organization users.
14. On Dynamics CRM, go to Users and select the "Enabled Users" dropdown to switch over to
Application Users.
15. Select New to create a new user. Select the USER: APPLICATION USER dropdown.
16. In New User, provide the name and email that you want to use with this connection. Paste in the
Application Id for the app you created in the Azure portal.
17. Go to "Security settings" in this article to finish configuring the connection for this user.
Office 365
If you don't want to use Azure Active Directory, you can register a new user on the Office 365 Admin
portal. You'll be required to update your username/password every 90 days to continue getting leads.
Use the following steps to configure Office 365 for Dynamics CRM.
1. Sign in to the Microsoft Office 365 Admin Portal.
2. Select the Admin tile
3. Select Add a user.
4. Create a new user for the lead writer service. Configure the following settings:
Provide a password and uncheck the "Make this user change their password when they first
sign in" option.
Select "User (no administrator access)" as the role for the user.
Select the product license shown in the next screen capture. You'll be charged for the license
you choose. The solution will also work with Dynamics CRM Online Basic license.
Security settings
The final step is to enable the User you created to write the leads.
1. Sign in to Dynamics CRM online.
2. On Settings, select Security.
3. Select the user that you created in User permissions, and then select Manage User Roles. Check
Microsoft Marketplace Lead Writer to assign the role.
７ Note
This role is created by the solution that you imported and only has permissions to write the
leads and to track the solution version to ensure compatibility.
4. In Security, select Security Roles and find the role for Microsoft Marketplace Lead Writer.
5. Select the Core Records tab. Enable Create/Read/Write for the User Entity UI.
\
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Wrap up
Finish configuring Dynamics CRM for lead management by adding the generated account information to
the Cloud Partner Portal. For example:
Azure Active Directory - Application Id (example: 23456052-aaaa-bbbb-8662-1234df56788f),

Directory Id (example: 12345678-8af1-4asf-1234-12234d01db47), and Application Key (example:
1234ABCDEDFRZ/G/FdY0aUABCEDcqhbLn/ST122345nBc=).
Office 365 - Url (example: https://contoso.crm4.dynamics.com), User Name (example:
contoso@contoso.onmicrosoft.com), and Password (example: P@ssw0rd).

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1/16/2019 Dynamics CRM | Microsoft Docs

Install the solution

2. Open Dynamics CRM Online and go to Settings.

4. Finish installing the solution.

Configure user permissions

Azure Active Directory

3. Select App registrations, and then select New application registration.

9. In Properties, set the application as Multi-tenanted and then select Save.

12. Select Required permissions and then select Add.

1. Sign in to the Microsoft Office 365 Admin Portal.

2. Select the Admin tile

3. Select Add a user.

1. Sign in to Dynamics CRM online.

2. On Settings, select Security.

Azure Active Directory - Application Id (example: 23456052-aaaa-bbbb-8662-1234df56788f),

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