Integrate with Microsoft Dynamics 365

DreamApply utilizes the Microsoft Dynamics 365 Customer Engagement Web API to integrate with Microsoft Dynamics 365.

During the export process, DreamApply can send the following data:

• Applicant data: ID, name, first name, last name, email, phone, registration date, citizenship, reference and matriculation
• Lead data: Lead stage and stage change date
• Programme data: Programme IDs
• Academic term data: Name, year, type and start date
• Dates: Dates and UTC dates values

The exported data is registered as lead records in Microsoft Dynamics 365 and linked to a specific contact owner. You can map DreamApply applicant fields to corresponding fields of Microsoft Dynamics 365 records.

To export applicant data, perform the following tasks:

1. Create an app registration in Microsoft Entra ID
2. Create an application user
3. Configure integration settings

Before you begin

To integrate with DreamApply, your account must have the Superuser role or the integrations permission.

Create an app registration in Microsoft Entra ID

To enable the integration with DreamApply, you must create a new app registration in Microsoft Entra ID (formerly Azure Active Directory).

1. In Microsoft Entra ID, go to Manage > App registrations.

2. At the top of the page, click New registration.

   

3. In the Name field, specify the registration name and click Register.

   

4. On the displayed page, make note of and copy the Application (client) ID.

   

5. Under Manage, select Certificates and secrets.

6. On the Client secrets tab, click New client secret.

7. Specify the secret name, choose the longest expiration period and click Add.

   

8. Make note of and copy the client secret value.

   

Create an application user

You must create an application user in the Power Platform admin center. This user is linked to the Microsoft Entry ID app you registered at the previous step and is required to enable secure communication between Microsoft Dynamics 365 and DreamApply.

1. In the left menu of the Power Platform admin center, select Manage > Environments and choose the environment that contains your Microsoft Dynamics 365 instance.

2. At the top of the view, select Settings > Users + permissions > Application users.

   

3. Click New app user.

4. In the App field, choose the application you registered in Microsoft Entra ID.

5. Specify the business unit for the user.

6. In the Security roles field, specify System administrator or set up a custom security role with the following permissions:

   Area	Sub-Area	Permissions	Actions
   Core Records	Lead	Read, Write, Create	Create new leads and check for duplicates
   	Activity	Read	Read lead data
   Business Management	User	Read	Retrieve the list of users/contact owners to populate the list
   Customization	Entity	Read	Retrieve metadata about mappable fields
   	Field	Read
   	Relationship	Read
   	Field	Read, Write	Add new options to Picklists on the fly
   	Option Set	Read, Write

7. Click Create.

   

Configure integration settings

To connect to Microsoft Dynamics 365 in DreamApply:

1. In the main menu, under Marketing, select Integrations.

2. Select Outgoing integrations > Microsoft Dynamics 365.

3. Specify the details to connect to your Microsoft Dynamics 365 instance:

   • Organization URL: The URL where your instance is hosted, for example: https://org123abcd.crm4.dynamics.com
   • Application ID: The application (client) ID you copied earlier
   • Application Secret: The application secret value you copied earlier

4. At the top of the form, click Save changes.

   

5. In the Data mapping section, specify how DreamApply applicant data must map to Microsoft Dynamics 365 lead fields.

6. In the Consent section, specify if applicant consent is required to send data to Microsoft Dynamics 365.

7. In the Send by default section, select the Send all new applicants automatically check box to enable continuous integration between DreamApply and Microsoft Dynamics 365. If you do not enable this option, you will need to set up rules or send applicant data manually. For details, see Send applicant data.

   From the list below, select a contact owner to which created lead records must be linked.

8. In the Automatic updates section, select the Update applicant records automatically check box to keep lead records in sync with the DreamApply system. For details, see Send applicant data.

9. In the Technical contact field, specify an email address for technical support. DreamApply will send error descriptions to this address if any integration issues occur.

10. At the top of the form, click Save changes.