Follow these instructions to connect and authorize TruVoice Automation with Microsoft Dynamics.

Note: The application user permissions required and the minimum required fields for the TruVoice Automation integration is shown at the bottom of this page.

TruVoice Automation Security Roles
Download and import the “TruVoice Automation Security Roles” solution to get the pre-configured security role for the TruVoice Automation Application User you will create. The security role includes all of the required permissions the application user will need to access the desired organization data.

First TruVoice Automation Login
Follow the TruVoice Automation invitation link sent to you by your Primary Intelligence implementation specialist and click on the “Microsoft Dynamics 365” login link to log into TruSales using your MS Dynamics admin account.

Permissions Request
Once logged in, you will be asked to grant TruVoice Automation the permissions it requires to connect with your MS Dynamics environment. Please review the requested permissions and select “Accept” to proceed.

Note: You can check the “Consent on behalf of your organization” option to grant these permissions for other users in your organization.

Select Dynamics Environment
Select the MS Dynamics environment you will be integrating with your TruVoice Automation instance.

Your TruSales Application ID
Once you reach the “Required Setup Application User” window in TruVoice Automation, follow the steps below to import the pre-configured security role, create an Application User in your MS Dynamics environment and apply the security role to the new application user. The application user is used for all data integrations between TruVoice Automation and MS Dynamics.

Note: The “TruSales Application ID” value from this window will be needed for the application user.

Download “TruVoice Automation Security Roles” Solution
Download the “TruVoice Automation Security Roles” compressed solution file located at the top of this page, or click this link: TruVoice Automation Security Roles.

Navigate to the “Solutions” directory. Select “Import” in the action bar.

Note: You can import the solution using either Dynamics or Power Apps. Choose the “Import Solution” section that best suits your organization. This choice will not affect the results of the installation.

Import “TruSales Security Roles” Solution
Select “Choose File” and select the “TruSales Security Role” compressed solution file.

Select “Import” on the Solution Information screen.

Your Application User for TruVoice Automation
Log into MS Dynamics using an account with sufficient permissions to create an Application User. Navigate to the “Security” page under “System Settings.”

Navigate to the “Users” directory.

Navigate to the Application User View
Use the view dropdown menu to select the “Application Users” view.

Note: If you have not selected the “Application Users” view, you will get an “Add and License Users” popup when you select “NEW” and will be unable to proceed.

Create Your Application User
Select “NEW” in the action bar to create a new application user for TruSales.

Navigate to the Application User Form
Make sure you are on the “Application User” form using the form dropdown menu.

Apply TruSales Application ID
In the “Application ID” field, enter the “TruVoice Automation Application ID” from the “Required Setup Application User” step in the TruSales login process and select “SAVE” in the action bar.

Note: You will encounter an “Azure application ID not found” error if you have not accepted the application permission request in the initial TruVoice Automation login process. Please use the invitation URL provided by your Primary Intelligence implementation specialist to follow the initial login process until you have reached the “Required Setup Application User” step.

Navigate to Manage Roles
Now that the Application User has been created, select “MANAGE ROLES” in the action bar to give it a security role.

Assign TruVoice Automation Security Role
Select the “TruVoice Automation Application User” security role from the role list and select “OK” to assign the security role to your TruSales application user.

Note: If you did not import the “TruVoice Automation Security Roles” solution you can manually add the necessary permissions TruVoice Automation needs. Follow the “Application User Permission Requirements” section below to create a custom security role for your application user.

Application User Permission Requirements

Your TruVoice Automation application user will need the following “read” permissions:

• Account
• Activity
• Connection
• Connection Role
• Contact
• Opportunity
• Opportunity Relationship
• Relationship Role
• Competitor
• Product
• Currency
• Organization
• Security Role
• User
• Entity
• Field
• Relationship

And the following create permissions:

• Connection
• Contact

And the following miscellaneous privileges:

• View Audit History
• View Audit Summary