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Setup

Declare your environment

Before starting the installation, please contact your administrator to ensure that you have access as an Active Directory administrator.

  • Go to https://setup.touchdown.co/
  • Click on Login and log in with your Azure Active Directory administrator access
  • If this is your first time logging in with this type of access, you must click Grant access to Organisation to allow Touchdown to communicate with your Dynamics 365 CRM
  • Select the instance you want to install Touchdown on by clicking on Init. This allows us to create your Touchdown account for sending your communications

Import the solution

A file containing the Touchdown solution will be provided to you by our Customer Service.

 

In your Dynamics environment:

  • Go to https://make.powerapps.com/
  • Select your environment on the top right
  • In the menu, click on Solutions 
  • Import the solution by clicking on Import
  • Select the .zip file provided
  • Sélectionnez le fichier .zip fourni
  • Click on Next and then import the solution by clicking on Import
  • Follow the progress via View history

Create a Touchdown Application User

Now you need to create a new user and assign rights to ensure Touchdown works properly.

In your Dynamics 365 environment:

  • Open the Settings menuThe Settings menu icon and select Advanced Settings
    • Click on the arrow next to Settings and go to Security > Users
  • Scroll down the “Enabled Users” list and select Application Users (Due to Dynamics updates, this type of user may no longer be available here. You will have to create it from https://admin.powerplatform.com)
  • Add a new user by clicking + New in the toolbar
  • Paste c37a5b3b-185f-4a8b-9712-1e4dda04b2eb in the Application ID field
  • In the toolbar, click on Manage Roles
  • A window opens, check the “System Administrator” role
  • Confirm by clicking on OK

Configure the entities

Access the Touchdown solution to configure entities

  • At the bottom of the menu, click on Configuration
  • Click on the Init button to initialize the Marketing lists with Touchdown (create relationships with the different entities)
  • Configure one by one the entities you will use to send your communications (Contact / Lead / Account / Custom Entity)
    • Select the entity
    • Select the entity field where the email address is stored
    • Select the entity field where the mobile phone number is stored
    • Click on the Add button
    • A Fields tab appears. Check the boxes of the fields you want to use to personalize your messages or to create your forms (the fields of the N>1 associated entities are also available)
  • Repeat these steps for each entity
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