Great news! Backstory now supports integration with Microsoft Dynamics CRM. This document outlines the steps to connect Backstory to your Microsoft Dynamics instance.
How to Set Up the Integration
Admin Consent Page
As a first step, you'll need to provide Backstory with the domain name of the CRM you're connecting with. It typically looks like https://orgf12345da.crm.dynamics.com. Backstory will then provide you with a unique authorization link that redirects to an "Admin consent" page in Microsoft 365, where you can review the requested permissions.
To proceed, click the Accept button.
Creating a security role
The next step is creating the application user in the CRM.
It’s recommended to have a dedicated security role for the Backstory application user.
To create the security role:
Go to the Power Platform admin center
Select the Environment where the CRM exists
Go to Settings > Security roles and press +New Role
Provide a name for the user
Specify the Business unit, as the CRM we’re creating the role in
Member’s privilege inheritance should be “Direct User (Basic) access level and Team privileges” and every other option should remain as the default
Press the Save button.
Table Permissions
The next step is to configure table-level permissions for the security role. For the People AI Dynamics connector to function correctly, make sure Read Access is selected for the following tables:
Systemuser
Account
Contact
Teammember
Team
Opportunity
Opportunitysalesprocess
Processstage
Connection
Connectionrole
Transactioncurrency
Organization
Audit
For proper access to the Audit table, the security role must have the following additional privileges:
prvReadRecordAuditHistory
prvReadAuditSummary
Once configured, click the Save button at the top of the page.
For more details, please refer to the security roles documentation available here.
Creating the Application User
Finally, you create the application user in the CRM:
In the Power Platform admin center, select the Environment where the CRM exists
Go to Settings > Application users and press +New app user
Select the Application called “Backstory Dynamics Connector”, which should be available in the dropdown once the admin consents
Specify the Business unit, as the CRM you're creating the role in
Choose the security role created in the step above
Press the Save button.
Have a question? Please reach out to our support team at support@backstory.ai