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Integration to Microsoft
Dynamics Installation
Manual
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Table of Contents
Overview _____________________________________________________________________________ 4
Prerequisites __________________________________________________________________________ 5
Getting Started ________________________________________________________________________ 6
Install Tacton CPQ App in Dynamics _____________________________________________________ 6
Create Connected App in Azure Portal ____________________________________________________ 6
Create Integration Endpoint in Tacton Administration _________________________________________ 6
Create Your First Trampoline in Tacton Administration ________________________________________ 7
Create Unm anaged Solution in Dynamics _________________________________________________ 7
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Overview
Integration to Microsoft Dynamics Installation Manual manual provides the required installation and
configuration steps for implementing the following:
Tacton CPQ app from Appsource
Tacton Integration to Microsoft Dynamics
Note!
All software platforms and components are cloud based, no client onsite software is required
beyond a client web browser with internet access.
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Prerequisites
Access the following environments
MS Dynamics 365 (as System Administrator)
Administration for your Tacton CPQ (as Super Administrator)
Have l icense for Integration to Microsoft Dynamics
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Getting Started
Install Tacton CPQ App in Dynamics
Login to your MS Dynamics 365 account with Admin rights.
Install the Tacton CPQ app from Appsoruce: .Tacton CPQ app in Appsource
Click, and follow the instructions.Get it now
After finishing the installation, go to . You will see an entry of Tacton CPQ as
Settings > Solutions
Managed Solution in the Solutions list.
The app installs a webresource with HTML template for a button to trigger a trampoline in Tacton
CPQ. Trampolines are the key component for integrating Tacton CPQ with MS Dynamics.
The webresource must be modified to refer to a proper trampoline URL. See steps in following
sections.
Integration to Microsoft Dynamics is not dependent on the Tacton CPQ app. You can create your
own solutions which refers to trampolines managed in Tacton CPQ. The app should be seen as a
good starting point to complete your first integration.
Create Connected App in Azure Portal
Login to .https://portal.azure.com
Go to Azure Active Directory.
Click on App Registration and click New Registration.
Enter a name and register.
In Overview, note down the Application (client) ID which will be used in integration endpoints created
in Tacton Administration.
Go to Authentication
Select Type as "Public client/native (mobile & desktop).
Enter the OAuth2 Callback URL (from your created Integration Endpoint in section below) as
the Redirect URI.
Go to Certificates and Secrets
Add a new client secret
Add a description
Select never expires.
Note down the value of client secret right away. Once you leave this page you will loose it
forever. Client secret will also be used in your Integration Endpoint in Tacton Administration.
Create Integration Endpoint in Tacton Administration
Log into Tacton Administration as Super Administrator.
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Ensure Tacton CPQ allows the Microsoft Dynamics Certificates.
Go to .
Setup > Certificates
In the "Test Connection" panel, enter the URL as: and click "Test".login.microsoftonline.com
Certificates are added to the list of failed certificates.
Click "Install" for all the records.
Create an Integration Endpoint.
Go to .
Setup > Integration Endpoints
Click "Add Endpoint".
Select Type as "Integration to Dynamics", enter Name and click "Connect".
Add the consumer key and secret from your Azure connected app.
The OAuth Callback URL will be used as Redirect URL in your connected app on Azure Note:
Portal as mentioned above.
You can have different OAuth keys for different environments. For example, if you want Note:
to use a in Microsoft Dynamics for your Tacton CPQ Ticket Testing you can set sandbox
another consumer key and secret for that.
Create Your First Trampoline in Tacton Administration
Go to Tacton Administration and create a ticket.
Create a trampoline. For more information and creation of advanced trampolines, see reference
manual for trampolines.
Go to .
Sales Process > Integration >Trampolines
Click "Add Trampoline".
Enter Name and select the Integration Connection you created earlier.
Add a simple hello world message.
main {
showDebug(true);
print("Hello World!");
}
Copy the trampoline URL, this URL will be called from your button in Dynamics.
If you want to test against the Ticket Test Environment copy URL in "This Ticket".
If you want to test against a (static) connected Environment in CPQ, copy URL for that
environment.
This alternative also requires that the Ticket is completed, committed into Version
Master, version is released to Connected Environment.
Create Unm anaged Solution in Dynamics
You cannot modify the components in the installed Managed Solution. Instead, you have to create an
unmanaged version and move components to it.
Make sure that your connected app in Azure Portal is ready with consumer key and secret.
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Create an Unmanaged Solution of the installed Tacton one.
Click on "Tacton Resource.htm"
Click Text Editor and select Source tab.
Change to trampoline URL from section above.https://www.tacton.com
Go to Entity form where you want to add trampoline button
Insert TactonResource.htm as web resource
See Microsoft Dynamics to documentation for adding web resource to Entity form.Note:
Click on the newly added button.
"Data Transfer in Progress" prompt is displayed.
You may need to "Connect" with current user to authenticate between systems.
Click "Allow" and "Transfer Result" is displayed.
This example shows how trampolines are triggered from Dynamics. It is possible to do the
opposite by having buttons in Tacton CPQ calling trampolines that also performs action in
Dynamics (or transfers data between the applications). See Trampoline reference manual for more
details.
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