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Setup
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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.ms/
- 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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4.2 out of 5 stars
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3 Stars | 0% | |
2 Stars | 33% | |
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