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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:

  • Connect 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 the Power Platform administration :

  • Connect to https://admin.powerplatform.com/
  • In the menu, click on Environments
  • Click on the environment where Touchdown is installed
  • In the ribbon, click Settings
  • Open to Users + Permissions and click Application Users
  • In the ribbon, click + New Application User. A box will appear on the right hand side of the screen.
  • Click + Add Application and copy c37a5b3b-185f-4a8b-9712-1e4dda04b2eb into the Application ID field. Select Touchdown API
  • Select the Business Unit
  • Click on the pen to add the role, check “System Administrator
  • Confirm by clicking Create

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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