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      Integrate Microsoft Dynamics 365 with Orlo

      This guide will walk you through the steps to connect your Microsoft Dynamics 365 account with Orlo. This integration allows you to link your CRM data directly within Orlo to help improve customer interactions.

      Things to consider ✅

      • Orlo's  Microsoft Dynamics Integration is an optional paid add-on. If you'd like to enable this feature, please contact your Customer Success Manager (CSM) for details.
      • To add the integration, users will need to be an Admin user in Orlo. 

      Benefits 🙌

      • Improved Customer Information:  See relevant information directly within Orlo when interacting with customers, with agents having a better picture of the customer's history, cases, or contact details, enabling them to provide more informed and personalised support.
         
      • No siloed data: By connecting Orlo with Dynamics 365, key customer data and profiles can be linked and displayed within Orlo. This eliminates the need for agents to switch between multiple systems to gather customer information. 

       

      Installing Dynamics in Orlo

      First, you'll need to install Dynamics within Orlo.

       
       

      1) Click the 'Settings' button in the top right-hand corner to navigate to the settings area. 

       

       


      2) Once users are in the settings area, click the 'Manage Apps' option in the company settings area.

       

       


      3) On the 'Manage Apps' screen, click Create New. An "Install application" box will pop up. Here you can create a name for your integration  (e.g., "Orlo Dynamics 365"). In the URL box, enter: https://orlo-dynamics-prod.firebaseapp.com/entry.htmlClick Save.


      To ensure that the changes are applied successfully, we recommend refreshing Orlo. 

       

      Configure Azure Active Directory

      Next, you'll configure settings within Azure Active Directory to allow the connection.

       
      New to Dynamics 365 setup? If you haven't set up Dynamics 365 before, Microsoft provides a comprehensive how-to guide to assist you here
       

       In the Redirect URL box, enter: https://orlo-dynamics-prod.firebaseapp.com/entry.html

       
       

       Connect Orlo and Microsoft Dynamics 365

      Now you will transfer key identifiers from Azure back into Orlo to complete the connection.

       
      1) In Azure, click Overview from the list on the left-hand side of the screen and copy the Client ID information.
       
       
      2) Return to Orlo and paste the Client ID into the Client ID box.
       

      3) Return to Azure and copy the Tenant ID.
       

      4) Return to Orlo and paste the Tenant ID into the Tenant ID box.
       

      5) Copy the link to your Dynamics 365 instance and paste it into the CRM URL box in Orlo. Click Submit. A Microsoft login box will appear in a new tab.
       
      6) Log in to your Microsoft account to authenticate the integration.
       
      7) If the login is successful, a thank you message will appear in Orlo. Close the new tab. Click Done on the right-hand pane within Orlo, and refresh Orlo.