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2. When a customer selects “Get it Now” or "Create" (in the [Azure Portal](https://portal.azure.com/)) to get your offer, this lead is an **active lead**, where we share information about a customer who has started to deploy your product.
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2. When a customer selects “Get it Now” or "Create" (in the [Azure portal](https://portal.azure.com/)) to get your offer, this lead is an **active lead**, where we share information about a customer who has started to deploy your product.
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3.When a customer takes a "Test Drive" or starts a “Free Trial” of your offer. Test Drives or free trials are an accelerated opportunity for you to share your business instantly with potential customers without any barriers of entry.
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3.A customer takes a "Test Drive" or starts a “Free Trial” of your offer. Test Drives or free trials are accelerated opportunities for you to share your business instantly with potential customers without any barriers of entry.
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**Sources**: The value for this field is populated based on the marketplace that generated the lead. Possible values are `"AzureMarketplace"`, `"AzurePortal"`, and `"AppSource (SPZA)"`.
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**Actions**: The value for this field is populated based on the action the customer took in the marketplace which generated the lead.
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**Actions**: The value for this field is populated based on the action the customer took in the marketplace, which generated the lead.
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Possible values are:
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1.*Process* - Define a clear sales process, with milestones, KPIs, and clear team ownership.
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2.*Qualification* - Define prerequisites, which indicate whether a lead has been fully qualified. Ensure sales or marketing representatives qualify leads carefully before taking them through the full sales process.
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3.*Follow up* - Don’t forget to follow up, expect the typical transaction to require 5 to 12 follow-up calls
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4.*Nurture* - Nurture your leads; this could get you on the way to a higher profit margin.
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4.*Nurture* - Nurture your leads, in order to get you on the way to a higher profit margin.
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## Leads frequently asked questions
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### Am I required to configure a lead destination in order to publish an offer on the marketplace?
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The answer depends on the type of offer you are publishing. SaaS and Dynamics 365 for Customer Engagement offers listing as 'Contact Me', all Dynamics 365 for Operations offers, all Dynamics 365 Business Central offers, and all Consulting Service offers require a connection to a lead destination. If your offer type was not listed then it is not required. However, it is recommended you configure a lead destination so you don’t miss business opportunities.
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The answer depends on the type of offer you are publishing. SaaS and Dynamics 365 for Customer Engagement offers to list as 'Contact Me', all Dynamics 365 for Operations offers, all Dynamics 365 Business Central offers, and all Consulting Service offers require a connection to a lead destination. If your offer type was not listed, then it is not required. However, it is recommended you configure a lead destination so you don’t miss business opportunities.
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### How can I find the test lead?
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### I have a live offer, but I’m not seeing any leads?
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Make sure your connection to the lead destination is valid. We will send you a test lead after you hit publish on your offer in Partner Center. If you see the test lead, then the connection is valid. You can also test your lead connection by trying to acquire the offer preview during the preview step by clicking “get it now”, “contact me” or "free trial" on the listing in the marketplace.
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Make sure your connection to the lead destination is valid. We will send you a test lead after you hit publish on your offer in Partner Center. If you see the test lead, then the connection is valid. You can also test your lead connection by trying to acquire the offer preview during the preview step by clicking “get it now”, “contacts me” or "free trial" on the listing in the marketplace.
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Also, make sure you are looking for the right data. The content in the [Understand lead data](#understand-lead-data) section of this document describes the lead data we send to your lead destination.
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### Azure Active Directory
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We recommend this option because you get the added benefit of never needing to update your username/password to keep getting leads. To use the Azure Active Directory option, you provide the App Id, Application Key, and Directory Id from your Active Directory application.
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We recommend this option because you get the added benefit of never needing to update your username/password to keep getting leads. To use the Azure Active Directory option, you provide the App ID, Application Key, and Directory ID from your Active Directory application.
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Use the following steps to configure Azure Active Directory for Dynamics 365 for Customer Engagement.
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1. Sign in to [Azure portal](https://portal.azure.com/), and then select the Azure Active Directory service from the left navigation.
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2. Select **Properties** from the Azure Active Directory left navigation, and copy the **Directory ID** value on that page. Save this value as this is the *Directory ID* value that you need to provide in the publishing portal to receive leads for your marketplace offer.
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2. Select **Properties** from the Azure Active Directory left navigation, and copy the **Directory ID** value on that page. Save this value, as it is the *Directory ID* value that you need to provide in the publishing portal to receive leads for your marketplace offer.
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3. Select **App registrations** from the Azure Active Directory left navigation, and then select **New registration** on that page.
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4. Enter a name for the application name. Provide a meaningful application name.
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5. Under Supported account types select **Accounts in any organizational directory**.
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5. Under Supported account types, select **Accounts in any organizational directory**.
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6. Under Redirect URI, select **Web** and provide a URI (such as `https://contosoapp1/auth`).
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7. Select **Register**.
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8. Now that your application is registered, access the application’s overview page and copy the **Application (client) ID** value on that page. Save this value as this is the *Application (client) ID* value that you need to provide in the publishing portal and in Dynamics to receive leads for your marketplace offer.
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8. Now that your application is registered, access the application’s overview page and copy the **Application (client) ID** value on that page. Save this value, as it is the *Application (client) ID* value that you need to provide in the publishing portal and in Dynamics to receive leads for your marketplace offer.
9. Select **Certificates and secrets** from the app’s left navigation, and select **New client secret** on that page. Enter a meaningful description for the client secret, and select the **Never** option under Expires. Select **Add** to create the client secret.
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10. As soon as the client secret is successfully created, **Copy the client secret value**. You won’t be able to retrieve the value after you navigate away from the page. Save this value as this is the *Client secret* value you need to provide in the publishing portal to receive leads for your marketplace offer.
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10. As soon as the client secret is successfully created, **Copy the client secret value**. You won’t be able to retrieve the value after you navigate away from the page. Save this value, as it is the *Client secret* value you need to provide in the publishing portal to receive leads for your marketplace offer.
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11. Select **API permissions** from the apps' left navigation, and then select **Add a permission**.
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12. Select Microsoft APIs, and then select **Dynamics CRM** as the API.
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13. Under *What type of permissions does your application require*, make sure **Delegated permissions** is selected. Check the permission for **user_impersonation***Access Common Data Service as organization users*. Select **Add permissions**.
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19. In **New User**, make sure the USER: APPLICATION USER is selected. Provide a username, full name and email address for the user that you want to use with this connection. Also, paste in the **Application Id** for the app you created in the Azure portal from step 8. Select **Save and Close** to complete adding the user.
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19. In **New User**, make sure the USER: APPLICATION USER is selected. Provide a username, full name, and email address for the user that you want to use with this connection. Also, paste in the **Application ID** for the app you created in the Azure portal from step 8. Select **Save and Close** to complete adding the user.
7. Once in the security role, select the **Core Records** tab. Search for the “User Entity UI Settings” entity and enable the Create, Read and Write permissions to User (1/4 yellow circle) for that entity by clicking once into each of the corresponding circles.
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7. Once in the security role, select the **Core Records** tab. Search for the “User Entity UI Settings” entity and enable the Create, Read, and Write permissions to User (1/4 yellow circle) for that entity by clicking once into each of the corresponding circles.
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8. Now navigate to the **Customization** tab. Search tor the “System Job” entity and enable the Read, Write and AppendTo permissions to Organization (solid green) for that entity by clicking four times into each of the corresponding circles.
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8. Now navigate to the **Customization** tab. Search tor the “System Job” entity and enables the Read, Write, and AppendTo permissions to Organization (solid green) for that entity by clicking four times into each of the corresponding circles.
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4. Provide the **Dynamics 365 Instance URL** such as `https://contoso.crm4.dynamics.com`.
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5. Select the method of **Authentication**, Azure Active Directory or Office 365.
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6. If you selected Azure Active Directory, provide the **Application (client) Id** (example: `23456052-aaaa-bbbb-8662-1234df56788f`), **Directory Id** (example: `12345678-8af1-4asf-1234-12234d01db47`), and **Client secret** (example: `1234ABCDEDFRZ/G/FdY0aUABCEDcqhbLn/ST122345nBc=`).
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5. Select the method of **Authentication**, Azure Active Directory, or Office 365.
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6. If you selected Azure Active Directory, provide the **Application (client) ID** (example: `23456052-aaaa-bbbb-8662-1234df56788f`), **Directory ID** (example: `12345678-8af1-4asf-1234-12234d01db47`), and **Client secret** (example: `1234ABCDEDFRZ/G/FdY0aUABCEDcqhbLn/ST122345nBc=`).
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- **To** - Enter at least one valid email address, where the leads will be sent.
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- **Subject** - Flow gives you the option of adding Dynamic content, like **LeadSource** in the following screen capture. Start by typing in a field name followed by clicking on the Dynamic Content pick list from the popup window.
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>[!Note]
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> When adding field names, you can follow each with a “:” and then Enter to create a new row. Once you have your field names added you can then add each associated parameter from the dynamic pick list.
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>[!Note]
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> When adding field names, you can follow each with a “:” and then Enter to create a new row. Once you have your field names added you can then add each associated parameter from the dynamic pick list.
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- **Body** - From the Dynamic Content pick list, add the information you want in the body of the email. For example, LastName, FirstName, Email, and Company. <br> <br> When you're finished setting up the email notification, it will look like the example in the following screen capture.
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5. Select **Save** to finish your flow. An HTTP POST URL is created and is accessible in the *When an HTTP request is received* window. Copy this URL by using the copy control which is located to the right of the HTTP POST URL – this is important so that you do not mistakenly miss any part of the entire URL. Save this URL as you will need it when you are configuring lead management in the publishing portal.
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**Another way to figure out these values**
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- Server ID is found in the URL of your Marketo instance, for example, "`serverID.marketo.com`".
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- Get your subscription’s Munchkin ID by going to your Admin>Munchkin menu in the “Munchkin Account ID” field, or from the first part of your Marketo REST API host subdomain: `https://{Munchkin ID}.mktorest.com`.
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- Get your subscription’s Munching ID by going to your Admin>Munchkin menu in the “Munchkin Account ID” field, or from the first part of your Marketo REST API host subdomain: `https://{Munchkin ID}.mktorest.com`.
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- Form ID is the ID of the Embed Code form you created in step 7 to route leads from our marketplace.
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## Configure your offer to send leads to Marketo
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4. Provide the **Server Id**, **Munchkin account Id**, and **Form Id**.
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4. Provide the **Server ID**, **Munching account ID**, and **Form ID**.
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>[!Note]
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>You must finish configuring the rest of the offer and publish it before you can receive leads for the offer.
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This article describes how to setup your Salesforce system to process sales leads from your marketplace offer.
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## Set up your Salesforce system
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1. Sign in to Salesforce.
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2. If you are using the Salesforce lighting experience.
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