Overview of Cart Layout Integration

In Dynamics, the cart content is seamlessly integrated as cart_html by default. To use this feature, you need to:

Choose a cart layout that matches your trigger's design and content requirements.
Embed the cart_html attribute in your email template within Dynamics to display the cart's HTML content.

Set up cart layouts with Dynamics triggers

When configuring a custom trigger in Dynamics, ensure it includes a cart_html attribute of type Text.

Note that attributes can only be added during the trigger's creation phase and not after activation.

Integrate Fresh Relevance with Microsoft Dynamics

Get OAuth Credentials

Create an Application Registration in Azure and an Application User in the Power Platform Admin Centre. The Application User must have access to the Azure Application Registration. This setup usually requires a service administrator.
Add a client secret to your Application Registration and ensure it has user_impersonation’ permissions.

In Fresh Relevance, expand the User menu, then go to Settings > Messaging Provider(s).
Expand the Messaging provider drop-down menu, and select Microsoft Dynamics as your provider.
Enter the tenant key, available from your trigger's code snippet. This key is crucial for channel setup and can be referred to as either ingestion key or tenant key.
Select a contact list for loading contacts and apply permissions checking to ensure only authorized triggers are processed. Opting for stricter permissions automatically rejects triggers for non-listed addresses.

Under Triggers, choose the signal type for your trigger, for example, Cart Abandon, and start the trigger creation process.
Select one that suits your campaign from the available templates, input the Dynamics trigger ID into the Send Email field, and customize the trigger program as needed. This step also involves selecting the appropriate cart layout.

In your email template, insert the dynamic attribute (for example, cart_html) into a content block using the Personalization feature.
After selecting the attribute and labeling it, the variable will be embedded into the email design, ready for use.