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How Can I Set up the Microsoft Dynamics Integration?

Updated

The Microsoft Dynamics Integration makes it easy to kick off, track, and report on your Projects, all from a Microsoft Dynamics Opportunity. 

There are three steps involved in the setup: 

  1. Installing the Loopio App in Microsoft Dynamics
  2. Connecting Loopio to Microsoft Dynamics
  3. Configure the Loopio App in Microsoft Dynamics
 

Permissions Required: A user with both Microsoft Dynamics Administrator and Global Admin permissions including a Client Access Level (CAL) of read-write is required to install and connect the Loopio App.

If you are looking for more information on creating a new Project in Microsoft Dynamics read on at: How can I create a new Loopio Project using the Microsoft Dynamics Opportunity?

Installing the Loopio App in Microsoft Dynamics

  1. Click the down arrow to the right of
    Dynamics_down_arrow_indicated.png
  2. Click My Apps
    The_Microsoft_Dynamics_Sales_Hub_menu_with_the_down_arrow_and_My_Apps_indicated.png
  3. Click MicrosoftAppSource
    Microsoft_App_Source.png
  4. This will open the AppSource Modal. Search for Loopio, and click Get it now  
    AppSource_Modal_with_Loopio_Searched_and_Get_it_now_indicated.png
  5. In the modal, click Continue
    Dynamics_Modal_with_Continue_indicated.png
  6. This will redirect you to a new Microsoft Dynamics page. Scroll to the bottom, select which Dynamics 365 instance you would like to install to from the drop-down menu, check the two boxes, and click Agree
    Add_the_Application_to_Dynamics__with_the_dropdown_menu_and_checkboxes_indicated.png
  7. You will be brought to the Manage your solutions page.

    The installation of the Loopio App has begun, and you can monitor its progress by using the bottom arrows to navigate to the Loopio Project
    Manage_your_Solutions_panel_with_the_Loopio_App_indicated.png 

Enable the Integration 

Before the integration can be completed with Loopio. The integration will need to be enabled in Dynamics. 

  1. Go to Power Platform Admin Center

  2. Select the Dynamics Environment

  3. Under Settings > Select Users > Select Application Users

  4. Activate Loopio Integration
     

    Permissions Required: The email address of the Dynamics account used to connect and the Loopio account used to connect will need to be identical when the integration is connected.

Connecting Loopio to Microsoft Dynamics

Before Projects can be kicked off from Microsoft Dynamics, you must connect Loopio to Dynamics. 

 

Permissions Required: A Microsoft Dynamics Administrator will need to be granted a Loopio Administrator account to complete the following steps and connect the two platforms.

Their account can be disabled after setup. This will not affect the Integration.

  1. In Loopio, navigate to the Admin page
  2. Select the Integrations tab
  3. In the Microsoft Dynamics panel, click Connect
    The_Microsoft_Dyanmics_panel_in_Loopio.png
  4. You be directed to a Microsoft Dynamics page and asked to log in
  5. After logging in, you will be directed to grant Loopio certain permissions in Microsoft Dynamics. Click Accept
    Permissions_Request_Dynamics_Modal.png
     

    Note: You might be required to go through the above flow a second time, this is related to how Microsoft handles the session time for setup.

  6. You will be re-directed back to Loopio. Choose the Dynamics Environment you would like to connect to from the drop-down menu and click Next
    Select_a_Dynamics_Environment_Loopio_Modal.png
  7. You will be shown a success message, and have now completed the setup for the Microsoft Dynamics integration
    Microsoft_Dynamics_Connected_Successfully_message.png

 

Configuring the App in Dynamics 

Now that the Loopio App is connected, it can be configured. Without this step, only Dynamics Administrators will be able to use the Loopio App. 

  1. Click the Gear Icon in the top-right of the Sales Hub 
  2. Click Advanced Settings
    Advanced_settings_indicated.png
  3. This will open a new browser tab. Click the down arrow to the right of Settings 
  4. Click Security
    Down_arrow_and_Security_indicated.png
  5. Click Security Roles
    Security_Roles.png
  6. From the list, select the Security Role you would like to add Loopio App access to
    Specific_Security_Role.png
  7. This will open a modal that details all the permissions that can be granted for the Role. Click the tab Custom Entities
    Specific_Security_Role_Custom_Entities.png
  8. Scroll to the Permission LoopioCredential
  9. Click the second circle from the left until it is half-filled, or to the level of Business Unit. This will grant Read permissions to this Role; this is all that is needed to use the Loopio App successfully
    LoopioCredential.png
  10. Click Save and Close

Repeat steps 6-10 for every Role you would like to grant Loopio App access to. 

 

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