Dynamics365

Microsoft Dynamics 365 is a suite of business applications that help manage customer relationships, sales, marketing, and operations.

Churned integrates with Dynamics 365 to sync customer data, automate workflows, and enhance engagement tracking.

How to Connect Dynamics 365 to Churned

1. Log in to the Churned platform and navigate to the “Integrations” section.

2. Click “New Integration” and select Dynamics 365 from the list.

3. You will be prompted to enter the following credentials:

Required Credentials

• clientId – The Application (client) ID from Azure.

• clientSecret – The secret key associated with the application.

• resource – The Dynamics 365 service URL (e.g., https://yourorg.crm.dynamics.com).

• tenantId – The Azure Directory (tenant) ID.

How to Retrieve Your Dynamics 365 Credentials

1. Get the clientId and clientSecret

1. Sign in to the Microsoft Azure Portal (https://portal.azure.com).

2. Navigate to Azure Active Directory > App registrations.

3. Select your registered app or create a new one.

4. Copy the Application (client) ID – this is your clientId.

5. Under Certificates & secrets, generate a new client secret, then copy it – this is your clientSecret.

2. Get the resource URL

1. Go to your Dynamics 365 instance.

2. Copy the base URL (e.g., https://yourorg.crm.dynamics.com).

3. Get the tenantId

1. In the Azure Portal, go to Azure Active Directory > Overview.

2. Copy the Tenant ID.

Final Steps

1. Enter all the credentials in the Churned integration form.

2. Click Save and test the connection.

3. Once connected, notify the Churned team to synchronize data.

Helpful Links

• Dynamics 365 API Documentation