Microsoft Azure Dynamics 365 Integration: Easy Steps

on Integration, Microsoft Azure, Microsoft Dynamics 365 • December 31st, 2021

Microsoft Azure Dynamics 365 Integration: Easy Steps | Cover

The Microsoft Azure Dynamics 365 integration is a powerful fusion. Thanks to this dynamic duo, organizations can leverage the best offerings of both products and market products to product-qualified leads. Moreover, with a cloud-agnostic interface, it becomes easy to manage leads from anywhere in the world.

Here’s what we like about the Microsoft Azure Dynamics 365 integration:

  1. Microsoft is the parent company of both products — Azure and Dynamics 365. And Dynamics 365 is built on Azure, making this integration one of the best environments for deploying, managing, and testing applications. Azure’s top data security features and regulatory compliance framework works in the organization’s favor; hence making the application marketable across global markets.
  2. The Microsoft Azure Dynamics 365 integration is easy to set up. It doesn’t require 3rd party links to initiate the integration, making it a secured option. Plus, Azure is built on the cloud; hence stored data always remain safe no matter what.
  3. The Microsoft Azure Dynamics 365 integration makes the Azure Active Directory available to everyone, which can help project management by assigning roles and making crucial data available to the concerned tems. Apart from this, Azure offers data governance features to mitigate any fraudulent activities on the account by making access limited to authorized users only — Azure is FERPA, IRS, HIPAA, and GDPR certified.

Table of Contents

  1. What is Microsoft Azure?
  2. What is Dynamics 365?
  3. Microsoft Azure Dynamics 365 Integration Process
  4. Conclusion

What is Microsoft Azure?

Microsoft Azure, with over 200 applications, 1,000+ technical capabilities, is a cloud-based service provider. Azure’s selling point lies within its ability to manage, store, and process data from across all devices.

Microsoft Azure came into existence in 2008 and has quickly become the world’s second-largest public cloud platform — beating Goole Cloud Platform. In 2021, Microsoft Azure controls over 22% of the market, topped only by Amazon Web Services (AWS), at 31%. Moreover, the platform is preferred to be the first choice of many (95%) Fortune 500 companies due to its legacy footprint and ease of deployment in the hybrid cloud model.

In general, these are three ways Microsoft Azure can help today’s businesses:

  • Companies can develop and test new applications seamlessly with Azure’s Platform as a service (PaaS) service model.
  • With Azure’s Software as a service (SaaS) service model, users can access software applications — such as Salesforce CRM and Microsoft Office 365 — through the web.
  • With Azure’s Infrastructure as a service (IaaS) service model, companies can process billions of data sets on a virtual machine setup with ease and no extra processing prowess needed.

Some advantages of Microsoft Azure are as follows:

  1. Security: In terms of data security, Microsoft Azure is considered one of the best in the markets. Azure invests over $1 billion each year on research and development for technologies to mitigate data security threats — and its much advertised multi-layered security technology is an excellent example of Azure’s supremacy. The platform is also FERPA, IRS, HIPAA, and GDPR certified.
  2. Speed of deployment: Microsoft’s off-the-shelf deployability and on-the-go scalability are favorable for today’s agile startup environment, too.
  3. Ad-hoc data recovery: Microsoft Azure’s disaster recovery tool helps in ad-hoc data recovery scenarios through its sophisticated data backup technology. Moreover, in addition to the hybrid data storage model, companies can leverage other backup and recovery options that are entirely cloud-based.

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What is Dynamics 365?

Dynamics 365, a Microsoft product, is a popular cloud-based ERP and CRM solution. The product offers agility in business functions to help businesses gain a competitive advantage. Dynamics 365 includes tools and services to satisfy the demands of mid-market companies and facilitate better business relationships with prospective clients or fellow team members.

Some key features of Microsoft Dynamics 365 are as follows:

  • Easy to use: Microsoft Dynamics 365 is cloud-based; hence easy to deploy. The platform also provides a hybrid cloud deployment option.
  • Sales-centric product: With Dynamics 365’s credible information access into customer data for analysis, sales teams can reap the full benefits of data-driven decision-making. With this product, customer success teams can trace back into each prospect’s journey with the organization. This helps create better, more engaging selling experiences.
  • Productivity increase: Cut down data searching time with Dynamics 365 for efficient business operations. Make better use of data for data-informed decision-making with a combination of ERP and CRM best practices, too.

Microsoft Azure Dynamics 365 Integration Process

Before continuing to the integration process, first, let’s state some prerequisites:

  1. A Microsoft Azure account with credentials/license to create Service Bus entities.
  2. A service bus namespace (SAS configured).
  3. A service bus messaging entity including queue, topic, relay, or event hub (SAS configured).
  4. The messaging entity with a must-have “Send policy” permission at minimum. And, for a bi-directional relay, “Listen permission” for the policy is required.
  5. The authorization connection string of the messaging entity.
Microsoft Azure Dynamics 365 Integration: Easy Steps | prerequisites
Image Source: Microsoft Documentation

Now let’s start with the integration process…

Step 1: Log into your Dynamics 365, and run the Plug-in Registration Tool.

Step 2: Select “Register,” then click on “Register New Service Endpoint”

Step 3: Now check on the radio button that says “Let’s Start with the connection string from the Azure Service Bus Portal” and paste the “Primary connection string” copied from the SAS Policy’s permission key list

Microsoft Azure Dynamics 365 Integration Process | Steps pic
Image Source: Microsoft Documentation

Step 4: Click on “Next” to continue

Step 5: Next, you will be redirected to the “Service Endpoint Registration” form. Fill the complete form to continue.

Microsoft Azure Dynamics 365 Integration Process | Steps pic
Image Source: Microsoft Documentation

Step 6: Click on “Save” to continue.

Step 7: Now, after a few seconds, you will see the new service endpoint in the “Registration Plug-ins & Custom Workflow Activities list.” 

Microsoft Azure Dynamics 365 Integration Process | Steps pic
Image Source: Microsoft Documentation

Conclusion

In this tutorial article, we learned how to enable the Microsoft Azure Dynamics 365 integration in under 7 steps. If you need to know more about the two products and the integration individually, either of these three articles can help you understand better.

That said, to enable a modern data analytics stack for better business operations the Microsoft Azure Dynamics 365 integration can help you achieve competitively in markets where your footing might not be that strong. You can analyze the data stored in Microsoft Azure for data-driven decision-making and customer profiling, too. And, here Hevo Data can make your life easy.

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