The Dynamics 365 app lets you seamlessly sync your profiles, organizations, and leads between Microsoft Dynamics 365 and Kademi, keeping your customer data aligned and up to date across both platforms.

Whether you're managing contacts, accounts, or sales leads, this integration ensures your CRM and engagement tools work in perfect harmony.

Here’s how to set it up in a few easy steps.

Step 1: Access Microsoft Entra ID and locate your applications

Before connecting Dynamics 365 to Kademi, you’ll need to gather the required credentials from your Microsoft Azure portal.

1. Go to https://portal.azure.com and sign in

2. In the left-hand menu, select Microsoft Entra ID

3. On the overview page, click Applications

This will take you to a list of registered apps in your organization’s Entra ID. In the next step, you’ll locate the Kademi365SalesAPI app to retrieve the necessary credentials.

Step 2: Open the Kademi365SalesAPI app

Once you're in the Applications section of Microsoft Entra ID, locate the integration app to retrieve the necessary credentials.

1. Under the All applications tab, search for and select Kademi365SalesAPI

2. Click the application name to open the app’s detail page

On the application overview page, you’ll be able to access the Application (client) ID and Directory (tenant) ID, which you'll need for the next step in the Kademi setup.

Step 3: Copy your Azure app credentials

After opening the Kademi365SalesAPI application, you’ll land on the Essentials page. This is where you’ll find the key IDs required to connect Kademi to your Microsoft Dynamics 365 instance.

1. In the Overview tab, locate the following fields:

   • Application (client) ID

   • Directory (tenant) ID

2. Copy both values to a safe location. You’ll need them when configuring the Dynamics 365 Manager app in Kademi.

3. Just below those values, under Client credentials, you may see an existing client secret or a prompt like “0 certificate, 1 secret.”
   Click this link to proceed to the Certificates & secrets panel.

 Note: These values uniquely identify your app and tenant. Be careful not to share them publicly.

Step 4: Create a client secret

If a client secret does not already exist or you want to generate a new one for security purposes, follow these steps:

1. From the Certificates & secrets tab in the Kademi365SalesAPI app, click + New client secret

2. Enter a description (e.g., KademiDeveloperKey)

3. Set the expiration based on your organization's security policy

4. Click Add

Once the secret is generated, the Value column will display the secret. This is your Client Secret.

Once you have generated your key, make sure that you copy and store it somewhere safe immediately, as the full key will only be fully shown and copyable the first time it is generated.

5. Paste this value into the Client Secret field in the Dynamics 365 Manager settings page in your Kademi admin portal.

With your client secret ready, the next step is to connect to your Dynamics 365 environment and retrieve its domain URL.

Step 5: Open Power Platform and find your environment

Now that you’ve configured your Azure credentials, the next step is to retrieve the environment URL from the Microsoft Power Platform admin center.

1. Go to https://admin.powerplatform.microsoft.com and log in with your Microsoft account

2. In the left-hand sidebar, click Environments

This section lists all environments linked to your Microsoft tenant.

You’ll now apply your environment URL in Kademi and verify the connection.

Step 6: Retrieve and apply your environment URL

Now that you've accessed the Microsoft Power Platform admin center, you’ll need to retrieve the URL for the Dynamics 365 environment that Kademi will connect to.

1. In the left-hand sidebar, click Environments

2. From the list of environments, select the one you’ll use — for example, Kademi (default)

     3. In the environment details page, locate the Environment URL and copy it

You’ll use this as the Company Domain URL when configuring the Dynamics 365 Manager app in Kademi.

Step 7: Create custom columns for Kademi integration in Dynamics 365

1. Login to https://make.powerapps.com

2. Select Tables

     3. In the environment details page, locate the Environment URL and copy it

     4. Click New, then select Column from the dropdown

     5. Create a new column Kademi ID. The column name must be exactly the same, otherwise it will not work.

     6. Open Advanced options in the new column sidebar. Copy the column prefix (e.g., cr793_) in the Schema name. Note that the column prefix will be generated by each Dynamics 365 account and could not be the same. 

     7. Copy the prefix portion of the Schema name, and use it as your Extra column prefix when setting up your sync job in Kademi.

Note: If the column name or prefix doesn't match exactly, data may fail to sync correctly between Kademi and Dynamics 365.

Step 8: Configure Dynamics 365 settings in Kademi

Now it’s time to apply the credentials you’ve gathered into the Kademi Admin portal to complete the integration setup.

1. Head over to your Kademi Admin portal

2. Navigate to Apps > Dynamics 365 Manager > Settings

3. Paste the following values into the corresponding fields:

4. Company Domain URL — from Step 6

5. Client ID — from Step 3

6. Tenant ID — from Step 3

7. Client Secret — from Step 4

    4. Click Save

Ensure the URL starts with https:// and does not include a trailing slash (/).

This connects your Kademi instance to the correct Dynamics 365 environment and prepares it for syncing leads, contacts, and organizations.

Step 9: Understand supported sync types

Once your Dynamics 365 environment is connected to Kademi, the system supports two-way syncing for the following entity types. This means data can be pulled from or pushed to Dynamics 365, depending on how you configure your sync jobs.

• Leads ⇄ Kademi Leads

• Contacts ⇄ Kademi Profiles

• Accounts ⇄ Kademi Organizations

 Clicking the Environment URL in the Power Platform admin center will open the Sales Hub in Dynamics 365. This is just a navigation shortcut — not a confirmation of integration status.

Step 10: Create sync jobs in Kademi

With your integration settings complete, you’re ready to create a sync job that defines what data will move between Dynamics 365 and Kademi.

1. In your Kademi Admin portal, go to Dynamics 365 Manager > Sync Jobs

2. Click Add new sync job and configure the following:

3. Sync Job Name: Enter a unique name for the job

4. Sync Provider: Select Dynamics 365 Sync Provider

5. Sync Direction: Choose whether to sync from Provider to Kademi, Kademi to Provider or to sync from both directions.

6. Sync Types: Choose whether to sync profiles, organisations or leads. You can select more than one option.

7. Schedule Mode: Choose whether to have the sync run on a specific schedule or only when you choose to run the job.

Once completed, click Save to store the job. You can then run it immediately or allow it to run on your configured schedule.

Step 11: Finalize sync job configuration

Once your general settings and sync direction are configured, complete the remaining fields in the sync job form — including filters, tags, user groups, and notification preferences — as required for your environment.

You’ll find tooltips and help text within the interface to guide each setting.

After completing the setup:

• Click Save

• Optionally, click Run to trigger the sync immediately

You’re all set!

Your Microsoft Dynamics 365 integration with Kademi is now live and configured. Data will begin syncing automatically based on the rules and schedule you’ve defined in your sync job.

You can return to the Sync Jobs tab at any time to update configurations, add new sync types, or run manual syncs when needed.