Install MS plugin

Synchronising contact data between Microsoft Dynamics 365 and GetResponse requires several steps: 

Activation of Microsoft Dynamics 365 in GetResponse 

  1. In the GetResponse menu, go to Integrations & API.
     



    Source: https://www.getresponse.com/help/how-can-i-activate-microsoft-dynamics-365-in-getresponse.html  

  2. Scroll down and search for Microsoft Dynamics 365. Click the "Link" button there. 
  3. A pop-up window will appear asking for the following details: 
    1. MS Dynamics-Version 
    2. Client-ID 
    3. Client-Secret 
    4. CRM-Environment Address 
    5. Authority Server URL 

 

MS Dynamics-Version 

By default, "On-Line" should be selected. 

 

Client-ID 

  1. To gain access to the Client ID, Microsoft Azure must be accessed. 
  2. Click on the App Registrations tab. 

    Source: https://www.getresponse.com/help/how-can-i-activate-microsoft-dynamics-365-in-getresponse.html  
  3. Then click on New registration and create it. 
  4. The new registration is listed on the App Registrations page. 
  5. The application (client) ID can be taken from this. This must be inserted into the client ID field of the GetResponse account (see above). 

 

Client-Secret 

  1. On the App Registrations page, click the ID name of the application (client). 
  2. Go to Certificates & Secrets.
  3. Click on New Client Secret. 
  4. The Client Secret window opens. Fill in the Description and Expires fields. A new client secret is created under Client Secrets. 
  5. Add the value to the Client Secret field in GetResponse. 

 

CRM-Environment Address 

CRM environment:   

  1. Go to your Dynamics 365 account. 
  2. Copy the URL up to the slash after the top-level domain (.de, .com, ...) from your browser's search engine. 
  3. Paste the URL into your GetResponse account. 

API CRM version: 

  1. Go to your Power Platform Administration Center panel. 
  2. Click on the Environments tab. 
  3. Select your environment. 
  4. Under Version you will see a sequence of numbers. For example, if the number sequence starts with 9.2, this is your API CRM version. 
  5. Select your API CRM version from the drop-down list in your GetResponse account. 

Authority Server URL: 

  1. Go to Azure and click on Azure Directory. 
  2. Then copy the tenant ID. 
  3. Go to your GetResponse account. 
  4. In the Authority Server URL field, enter the URL in the following format: https://login.microsoftonline.com/ + directoryId (Tenant ID). 

To complete the activation process, you need to create an app user in your CRM. 

  1. Go to your Dynamics 365 account. 
  2. Click on Settings and select Security in the System subitem. 
  3. Access the users by clicking on Users. 
  4. Click on Enabled Users. A drop-down menu opens. Select Application Users from the list. 
  5. The Application Users page opens. Click on +New or +New. 
  6. The New Users window opens. 

The next steps take place in the Microsoft Azure account: 

  1. Go to App registrations there. 
  2. Click on Overview. 
  3. Copy the application (client) ID. 

Then it goes back to the Dynamics 365 account: 

  1. Add the application ID (client ID) to the Application ID field. 
  2. All fields should be filled in automatically. If this is the case, click on Connect.