---
title: Integrate BigMarker with Dynamics 365 Customer Insights
description: An in-depth guide to exporting registrants to your Dynamics 365 environment
---

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# Integrate BigMarker with Dynamics 365 Customer Insights

## Export users and registrants from BigMarker to your Dynamics 365 lists and events

**Note:** This feature is available to Events and Enterprise plan holders. If interested in utilizing this feature, then please contact your BigMarker customer success manager or an events expert at [sales@bigmarker.com](mailto:sales@bigmarker.com)

With the Dynamics 365 integration, you can take the registrations you collect on BigMarker and export them to your leads, contacts or even individual events on Dynamics 365.

### Contents

1. [Getting started](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#start) 
     1. [Creating the app](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#create)
     2. [Authenticating the app](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#auth)
     3. [Create roles](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#role)
     4. [Create the S2S app](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#s2s)
2. [Connect to BigMarker](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#connect)
3. [Exporting Leads and Contacts](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#lead)  
     1. [Creating alternate keys](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#alt)
4. [Exporting event registrations](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#event)

### Getting started in Dynamics 365

Before connecting to BigMarker, there are a few steps that you'll need to do within your Azure and Dynamics 365 environments.

#### Create a new app

While logged into your Microsoft account visit this URL to get started:

[https://portal.azure.com/#home](https://portal.azure.com/#home)

Once you're logged in to Azure, click the search bar at the top, search for and click "App Registrations." Once you get to the App Registrations page, click on "New Registration."

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-21-2025-04-42-22-0599-PM.png?width=450&height=227&name=image-png-Nov-21-2025-04-42-22-0599-PM.png)

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-21-2025-04-43-51-8784-PM.png?width=450&height=260&name=image-png-Nov-21-2025-04-43-51-8784-PM.png)

With this new app, give it a name and leave the **Supported account types** settings to their default. In the **Redirect URI** setting, choose "Web" for the platform and enter this in the path:

```
https://localhost
```

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-21-2025-04-50-55-6044-PM.png?width=450&height=348&name=image-png-Nov-21-2025-04-50-55-6044-PM.png)

Create the application, and you'll first see the overview page. Here you'll find the **Application (client) ID** and the **Directory (tenant) ID**. You will need these two values when you enter in your information into the BigMarker integration settings. 

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-06-50-34-6739-PM.png?width=600&height=251&name=image-png-Nov-24-2025-06-50-34-6739-PM.png)

From the left-hand menu click on **Manage** \> **Certificates and Secrets**. In this page, click on **New client secret**, give it a description and an expiration time, and click **Add.**

**IMPORTANT: Client secret values cannot be viewed, except for immediately after creation**. You must copy the secret value immediately after creating the client secret. The **value** will be used in the BigMarker integration settings under **Client Secret**.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-06-51-11-1636-PM.png?width=600&height=144&name=image-png-Nov-24-2025-06-51-11-1636-PM.png)

#### Authenticating the App

With the app created, there are some additional steps to authenticate it. The full details on app authentication can be found [at this link on Microsoft's learning resources](https://learn.microsoft.com/en-us/entra/identity-platform/v2-oauth2-client-creds-grant-flow#request-the-permissions-from-a-directory-admin). To do so, follow these steps:

1. Start with this URL   
   https://login.microsoftonline.com/`common`/adminconsent?client\_id=`aaa`&state=12345&redirect\_uri=bbb  
     1. Replace `common` with the tenant ID found in the app overview page
     2. Replace `aaa` with the client ID found in the app overview page
     3. Replace `bbb` with https://localhost
2. Take this URL and open it in an **incognito window**
3. After logging in to your MS admin account, you will be asked to grant permissions to the app. you will see a new page. After agreeing you will be redirected to a blank pageandthe URL will contain `admin_consent=True`

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-06-51-52-5079-PM.png?width=600&height=29&name=image-png-Nov-24-2025-06-51-52-5079-PM.png)

#### Create the roles in your app

With your app authenticated, you now need to make roles in that app that have specific access. While logged into your MS admin account visit [https://make.powerapps.com/](https://make.powerapps.com/) and click on **Power Platform** and the **Admin Center**.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-21-2025-10-01-12-6763-PM.png?width=600&height=408&name=image-png-Nov-21-2025-10-01-12-6763-PM.png)

In the admin center, click on manage to see your environments, and click on the one you are working with. Then click on **Security Roles** then **Add Role**.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-03-50-28-4433-PM.png?width=600&height=160&name=image-png-Nov-24-2025-03-50-28-4433-PM.png)

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-06-52-26-8242-PM.png?width=600&height=225&name=image-png-Nov-24-2025-06-52-26-8242-PM.png)

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-03-51-15-5781-PM.png?width=600&height=206&name=image-png-Nov-24-2025-03-51-15-5781-PM.png)

After creating the role, you will grant it specific privileges to the different objects and the ability to modify them. For this integration, you will allow access to **leads, contacts and events**. Use the search bar to search for these objects, then grant permission to all columns by changing the value to **Organization**. Save once you change the permissions for all of them.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-03-56-47-2693-PM.png?width=600&height=168&name=image-png-Nov-24-2025-03-56-47-2693-PM.png)

#### Create the S2S App

Go back to the first screen where you are managing the environment and click on the S2S app **See all** link. In the next screen, click on **New app user**

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-04-02-37-3920-PM.png?width=600&height=211&name=image-png-Nov-24-2025-04-02-37-3920-PM.png)

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-04-11-26-3554-PM.png?width=600&height=212&name=image-png-Nov-24-2025-04-11-26-3554-PM.png)

In the settings, first choose an app to associate this user with. This will be the app that you created in the previous step within Azure. If you have many apps, you can search for it by name.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-04-13-30-4798-PM.png?width=525&height=482&name=image-png-Nov-24-2025-04-13-30-4798-PM.png)

In the **business unit** field, you may get a dropdown of available environments, but you may need to enter this in yourself. This field should use the organization ID found in your Power Platform Admin settings. Look for the **Environment URL** and take the ID at the beginning of the URL. Paste that value into the **Business unit **field. 

For the **Security Roles** settings, choose the role that.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-04-18-47-0512-PM.png?width=600&height=170&name=image-png-Nov-24-2025-04-18-47-0512-PM.png)

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Aug-27-2026-02-16-26-8080-PM.png?width=450&height=362&name=image-png-Aug-27-2026-02-16-26-8080-PM.png)

### Connect to BigMarker

Now that you have done this work in your Dynamics environment, we're ready to connect to BigMarker. Use this guide to see what value should go in which settings:

- Tenant ID - This is the Directory (tenant) ID found in Azure
- Client ID - This is the Application (client) ID found in Azure
- Client Secret - This is the **Secret Value** that you needed to copy from when you were [creating the app](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#create) in Azure
- Dynamics 365 Instance API URL - This is the **Environment URL** that you see in the Powerapp admin settings

**IMPORTANT:** You will need to add `.api` into the URL. You will put this inbetween the organization ID and the subdomain. So:

`https://org306d4fab.crm.dynamics.com/`

becomes

`https://org306d4fab.api.crm.dynamics.com/`

Be sure to use the URL with `.api` in the BigMarker field

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-06-53-13-4431-PM.png?width=600&height=575&name=image-png-Nov-24-2025-06-53-13-4431-PM.png)

### Exporting Leads to Dynamics 365

#### Create alternate keys

You must create alternate keys for both leads and contacts before registrant exporting will function correctly.Within Powerapp, go to **Tables **and search for **Leads** (and/or contacts). Open it and then click on **Keys**.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-04-38-16-0376-PM.png?width=600&height=134&name=image-png-Nov-24-2025-04-38-16-0376-PM.png)

Create a new key then give it a name and assign it to the **Email** column. Save it to finish making the key. **Note:** the status starts as pending for this alternate key and the integration will not function until the status is **Active**. Do this process for both leads and contacts as needed.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-04-40-18-3967-PM.png?width=200&height=444&name=image-png-Nov-24-2025-04-40-18-3967-PM.png)

#### Mapping fields

To map BigMarker registration fields to Dynamics 365, you will need to get the **logical name** for those fields. When looking at the settings for either contacts or leads, click on **Columns**.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-04-47-20-9272-PM.png?width=600&height=134&name=image-png-Nov-24-2025-04-47-20-9272-PM.png)

You'll now see a list of fields available for this object. Find a field, the open up the setting for that field. In these settings you'll find the **Logical Name** to copy and paste into BigMarker. 

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Mar-30-2026-07-27-35-7938-PM.png?width=600&height=261&name=image-png-Mar-30-2026-07-27-35-7938-PM.png)

You'll need to paste this name for each field in the BigMarker integration settings that you want to map.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-06-08-05-8045-PM.png?width=600&height=365&name=image-png-Nov-24-2025-06-08-05-8045-PM.png)

### Export event registrations

To begin exporting event registrations, ensure you have connected your account correctly and the checkbox to enable event registrants is on. Once you do so, you'll be able to find your event using the dropdown field for selecting the **Dynamics 365 Event,** which will have all the events associated with this environment.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Mar-30-2026-07-33-19-3046-PM.png?width=600&height=395&name=image-png-Mar-30-2026-07-33-19-3046-PM.png)

**Note**: your event must be live & published on Dynamics 365 in order for the export to work.

Just like for contacts and leads, you'll need to get your fields from your Dynamics 365 event and map them to corresponding BigMarker fields. Visit the Event Planning dashboard and open up your event. Click on **Form,** then **Edit**.

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-06-39-12-5152-PM.png?width=600&height=335&name=image-png-Nov-24-2025-06-39-12-5152-PM.png)

In the new edit window, click on a form field to view it's logical name for you to copy and paste into BigMarker. 

![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Nov-24-2025-06-41-15-5345-PM.png?width=600&height=289&name=image-png-Nov-24-2025-06-41-15-5345-PM.png)

### Export Check-in

You also have the ability to export the attendance status for each of your registrants to your event on Dynamics 365. This status will be exported to the same event for which you have configured the [registration export](https://kb.bigmarker.com/knowledge/integrate-dynamics-365-with-bigmarker#event).

You'll need to create a new field, so first go to the Check-in object in you Dynamics 365 instance and configure the tables. There you'll want to create a field for the attendance status, and then copy that logical name into BigMarker for "Attendance Method."

 ![](https://kb.bigmarker.com/hs-fs/hubfs/image-png-Mar-30-2026-07-38-31-6220-PM.png?width=600&height=332&name=image-png-Mar-30-2026-07-38-31-6220-PM.png)

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