ClickDimensions and Microsoft Teams: new and long awaited integration

Release of version 11.4 of marketing tool enables long-awaited integration between ClickDimensions and Microsoft Teams

With the latest update of the ClickDimensions digital marketing platform - natively integrated into Dynamics 365 - the connector with Teams Meeting and Live Events is enabled. This way, Teams event information and registrants will automatically appear in the CRM, in the ClickDimensions events entity. Teams joins Webex, Zoom, GoToWebinar and Cvent as event management platforms that can be integrated into ClickDimensions through a simple connector.

This integration automatically updates the information every hour by connecting the data with the marketing area's contacts and leads. This information is data about the event and the people who have registered for the event.

Pre-configurations in Azure Directory

For the connector to work properly, it is necessary to configure an application in Azure Directory. To do so, the following steps must be followed:

  1. Navigate to portal.azure.com and access the Azure Active Directory section.
  2. Go to App registrations and click on New registration. In the next screen give a name to the application.
  3. Once the app is created, open it and access its API permissions. The following are required:
    1. Calendars.Read
    2. OnlineMeetings.Read.All
    3. Users.Read
    4. Users.Read.All
  4. Navigate to Certificates and secrets and select New client secret. This will be used when enabling the connector.
ClickDimensions configurations

As usual with this type of connectors, you must navigate in the ClickDimensions menu to Configurations, to the Connector configuration section and add Teams Meetings.

To configure the connector, the following fields must be filled in:

GENERAL SETTINGS

  • Connector Name: connector name.
  • Reminder Email Address: email to be notified when the connector is about to expire
  • Default Action for Automatic Lead/Contact creationto determine the default behavior in case of synchronizations, modifiable for each event. The options are:
    • No Action: only creates event records and event attendance records.
    • Create Contact: registered contacts will be created as contacts if they are not in the CRM.
    • Create Lead: registered leads will be created as leads if they are not in the CRM.

TEAMS ACCOUNT INFORMATION

  • API User Email
  • Tenant Id: located in the Overview section of Azure Active Directory.
  • API Client Id: can be obtained in the App registrations section of Azure Directory The previously configured Application (client) ID is required.
  • API Client Secret: obtained in Certificates & secrets previously configured.
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