You can integrate your Gecko account with Microsoft Dynamics 365 using an application or service user.

Use the contents below to jump to the right section!

1️⃣ Integrating using an Application User

This guide section instructs you how to integrate with D365 using an application user. This integration functionality was added to Gecko in November 2023 due to popular demand!

<aside> ⚠️ This method is only available for Engage x Dynamics 365 integrations. If you’re looking to integrate Chat x Dynamics 365, skip here.

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Follow the guide sequentially by scrolling down or jump to whichever step you need help with:

• Creating an Application User
• Creating a Security Role for the Application User
• Security Role Configuration
• Set up the integration in Gecko