Documentation Campaign Standard Documentation

Adobe Campaign Standard and Adobe Developer Configuration for the Microsoft Dynamics 365 integration

Last update: Wed Nov 08 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Microsoft CRM Integration

CREATED FOR:

Intermediate
Developer

This article will explain how to configure Adobe Campaign Standard and Adobe I/O to give the integration application access to the data.

Configure Adobe Campaign Standard campaign-standard

Profile Extensions

Please enable “profile extensions” in Adobe Campaign Standard. This is needed in order for custom fields in the Profile resource to be synced from Microsoft Dynamics 365. The steps to enable them are:

Go to Settings -> Administration -> Development -> Publishing.
Click “Prepare publication” to prepare a publication.
After the preparation is finished check “Create the Profiles & Services Ext API” and click “Publish”.

Configure Adobe I/O adobe-io

Adobe I/O allows you to enable API access to Adobe Campaign Standard as well as other Adobe products. This article will detail how to configure Adobe I/O in order to give the Adobe Campaign Standard integration with Microsoft Dynamics 365 access to synchronize the data.

Overview

Before performing the pre-integration setup in this article, it is assumed that you have already been provisioned and have admin access to your organization’s Campaign Standard instance. If this has not happened, then you will need to get in contact with Adobe Customer Care to complete Campaign provisioning.

CAUTION

Steps described below need to be performed by an administrator.

Configuration

You will need to create a new Adobe Developer project and configure it for the integration.

Create a new project

To achieve this, follow the procedure below:

Navigate to Adobe Developer Console and select your Adobe Organization ID from the drop-down menu at the top right of the screen.
Then click Create new project under Quick Start.
Under Get started with your new project, click Add API.
Select the Adobe Campaign and click Next.
On the next screen you will have the option to choose type of authentication. You can either choose OAuth Server-to-Server or Service Account (JWT). Please note that Service Account (JWT) credentials are no longer recommended for new projects and have been deprecated in favor of the newer OAuth Server-to-Server credentials. The instructions provided in this guide will only apply to OAuth Server-to-Server authentication.
On the next screen you will select product profiles to associate with this project. Select the product profile that contains in the title: The tenant ID of your Campaign instance - Administrators

Example: Campaign Standard - your-campaign-tenantID - Administrators
Click Save configured API.
On the next screen you will see the details of your new Adobe Developer project. Click Add to Project at the top-left of the screen and select API from the drop down.
On the next screen you will need to select the I/O Events API, then click Next.
On the next screen click Save the configured API. You will be brought back to the project details screen.
Now click Add to Project at the top-left of the screen and select API from the drop down, as you did previously.
On the next screen you will need to select the I/O Management API and click Next.
On the next screen click Save the configured API.