amber-sharma

Amber is a Software Engineer at Auth0 who enjoys hard problems and learning. She switched to software engineering after falling in love with the wide-spread impact and embetterment offered by civic tech. In her free time, she can be found reading, eating pies, and finding adventure with her family.

Software Engineer

Amber Sharma

Using Azure Event Grid with Dynamics 365 and Auth0 to Bolster Sales



This tutorial leverages the power of Auth0 Log Events to create a responsive sales pipeline using [Azure Event Grid](https://azure.microsoft.com/en-us/services/event-grid/overview).

Identity management is so much more than simply lock and key. While login events are the doorway into your product, sign-up events are the first opportunity to welcome your customers to their new home. Auth0 Log Streaming provides near real-time access to these events, providing you with the ability to respond instantly the moment they step foot through your door. 

With [Event Grid](https://azure.microsoft.com/en-us/services/event-grid/overview), Azure takes us one step further and provides us with a virtual valet &mdash; helping us to build event-driven applications, and routing our events to powerful, cloud-based services.

## What is Azure Event Grid?

Azure Event Grid is a highly-available event router that collects data from multiple sources and delivers them to Azure services. Whether it is streaming stock quotes via Service Bus and broadcasting to your users via WebSockets, or integrating your Auth0 identity data and kicking off serverless flows using Azure Functions, Event Grid is there to make it easy to develop serverless workflows, system automation, and distributed applications. 

One of the cool ways to leverage this integration is to automate intake tasks into your CRM. Instead of requiring your sales team to dig through email lists and enter in new leads, we can generate them and notify our teams within moments of their arrival.

In this tutorial, we will see just how easily we can leverage the power of this new integration by using Auth0 Log Events to build a CRM pipeline.

## What are we Building?

CRM professionals will tell you that organic growth is far more likely to lead to a sale than outreach. Now with Azure and [Auth0](https://auth0.com), you can feed every new sign-up directly into your CRM with minimal latency between customer action and engagement, generating new leads just as fast as they arrive. 

In this tutorial, you will be building an automatic Sales Leads pipeline using Microsoft’s CRM solution, Dynamics 365, in order to build a sales prospect pipeline.Every time a new user signs up for your service through Auth0’s user flow, a corresponding new potential sales lead will be populated in Dynamics 365. 

### Requirements:

- An Auth0 account. Currently, log-streaming is not supported for free past-the-trial-date or PSaaS accounts, however, you can <a href="https://auth0.com/signup" data-amp-replace="CLIENT_ID" data-amp-addparams="anonId=CLIENT_ID(cid-scope-cookie-fallback-name)">sign up for a free Auth0 trial account here</a>.
- A [Microsoft Azure](https://azure.microsoft.com/) subscription
- Access to a [Microsoft Dynamics 365: Sales account](https://dynamics.microsoft.com/en-us/sales/overview/) &mdash; we will run through the trial setup if you don't have one

Let’s get started!

## Step 1: Set up an Auth0 Event Source

In order to complete this step, you should know:

- Your Microsoft Azure Subscription ID
- Your relevant Azure Resource Group 
- The Azure region in which you will create your Partner Topic

Part of the integration process is to set Auth0 as an Azure event source. Here's how you do that:

- Log in to the [Auth0 Dashboard](https://manage.auth0.com).
- Navigate to "Logs" > "Streams.
- Click "+ Create Stream".
- Select Azure Event Grid and enter a unique name for your new stream.
- Create the event source by providing your Azure Subscription ID, Azure Region, and a Resource Group name. 
- Click Save.

## Step 2. Activate your Auth0 Partner Topic in Azure

Activating the Auth0 topic in Azure allows events to flow from Auth0 to Azure.

- After clicking "Save", click the link underneath your newly created Partner Topic in the Auth0 portal.
- You will now be redirected to your Partner Topic in the Azure Portal.
- Confirm the `Partner Topic` field matches your Auth0 account.
- Click "Activate".

## Step 3. Sign Up for a Dynamics 365: Sales Account

- Set up your [Dynamics 365 Sales Account trial](https://trials.dynamics.com/Dynamics365/Signup/), if applicable.
- Click "Sales", fill out the form, and get started!
- If you already have an account, sign in. 

## Step 4. Create a Logic App

- Search Logic Apps in the search bar in Azure.
- Create the app using your subscription, resource group, and desired region. 
- Go to resource once deployment completes. 

![Azure logic application designer](https://images.ctfassets.net/23aumh6u8s0i/3EEnKPw0vzPxYAOWl8MUWI/164da7c7c225e2f75f2c6b7ff0b64b08/azure-logics-app-designer)

- In "Logic App Designer", under "Start with a common trigger", click "When a Http Request is Received".

![Azure logic application designer common trigger](https://images.ctfassets.net/23aumh6u8s0i/7H9dSbzV64C61kXq8PYtUM/dcdffc08b6c863430903b77ec6c663f7/azure-app-trigger)

In the popup, add the sample schema of an Auth0 log. Alternatively, you can paste a sample payload to generate a schema following the link underneath the sample schema prompt:

```json
{
  "type": "object",
  "properties": {
    "specversion": {
      "type": "string"
    },
    "id": {
      "type": "string"
    },
    "source": {
      "type": "string"
    },
    "type": {
      "type": "string"
    },
    "datacontenttype": {
      "type": "string"
    },
    "data": {
      "type": "object",
      "properties": {
        "date": {
          "type": "string"
        },
        "type": {
          "type": "string"
        },
        "description": {
          "type": "string"
        },
        "connection": {
          "type": "string"
        },
        "connection_id": {
          "type": "string"
        },
        "client_id": {
          "type": "string"
        },
        "client_name": {
          "type": "string"
        },
        "ip": {
          "type": "string"
        },
        "user_agent": {
          "type": "string"
        },
        "details": {
          "type": "object",
          "properties": {
            "body": {
              "type": "object",
              "properties": {
                "tenant": {
                  "type": "string"
                },
                "client_id": {
                  "type": "string"
                },
                "connection": {
                  "type": "string"
                },
                "email": {
                  "type": "string"
                },
                "password": {
                  "type": "string"
                },
                "request_language": {
                  "type": "string"
                }
              }
            },
            "device_id": {
              "type": "string"
            }
          }
        },
        "user_id": {
          "type": "string"
        },
        "user_name": {
          "type": "string"
        },
        "strategy": {
          "type": "string"
        },
        "strategy_type": {
          "type": "string"
        },
        "log_id": {
          "type": "string"
        }
      }
    }
  }
}
```

Your Logic App will generate a URL upon save. Please copy this for later. Click "Run".

![Azure logic designer app URL](https://images.ctfassets.net/23aumh6u8s0i/4YGjYfnmpurh5gVIHQnXtC/c01d1420df34412ed7e90338fa75c61e/azure-app-url)

Next, you'll connect to Dynamics 365.

## Step 5. Connect to 365

First, click on "+ New step". Select Dynamics 365. If "Dynamics 365" does not appear, search for it in the search bar.

![Azure logic designer Dynamics 365](https://images.ctfassets.net/23aumh6u8s0i/lUjxWSqpUghLeK3J2joxP/5d63836aaf5fbec36f52e61eae02b8a8/dynamics-365)

- Click "Actions: Create a New Record".
- Sign in to 365 as asked. 
- Populate the Org name.
- Entity Name: Leads (for sales leads).
- Populate the fields as desired (with dynamic fields popup).
- Save and then click "Run". 

Next, let's create the new event subscription.

## Step 6. Create Event Subscription

- Create new event subscription.
- In Event Schema, select "Cloud Event Schema v1.0".
- For Topic Types, select "Event Grid Topics"
- Populate the Subscription and Resource Group.
- Under "Endpoint Details":
  - Select "Web Hook" as "Endpoint Type".
  - Then paste the endpoint.

![Azure create subscription](https://images.ctfassets.net/23aumh6u8s0i/1bOWMMGlzkF4LT71RNvxzU/e7990592ff14205295c8a043b408672c/azure-create-subscription)

- Next, click the "Filters" tab:
  - For Advanced Filters, user the following: 
    - Key: `data.type`
    - Operator: `string is in`
    - “ss”
  - Click "Create".

## Step 7. Generate a Sign up Log and View Your New Sales Leads

Congratulations! In seven simple steps, you have now created an automated sales pipeline!

![Azure new sales lead](https://images.ctfassets.net/23aumh6u8s0i/1OGkrKqMF2nIPkUvWgvQ8t/9ca3256420897f049e542f85c81e66f3/azure-new-sale)

## Learn more

Using Azure Event Grid with Auth0 amplifies the possibilities for customization and protection of the end-user experience. Learn how to [set up the  Azure Event Grid Log Streams integration here](https://auth0.com/docs/logs/streams/azure-event-grid), or [sign up for a free Auth0 trial](https://auth0.com/signup).

<include src="asides/AboutAuth0" />


Using Azure Event Grid and Auth0 to Bolster Sales

cami-cano

I am a product manager, and I am passionate about building great tools for software engineers. I am always looking to learn more about my customers in order to develop sustainable solutions for them. This approach to product management is always pushing me to collaborate with people across the entire company, which is my favorite part of the job. Before joining Auth0, I worked at GitHub, where I was a product manager on GitHub Enterprise. In my spare time, I enjoy spending time with my family, running, and reading non-fiction.

Product Manager

Cami Cano

This integration brings Auth0 event logs to the Azure ecosystem in near real time



Today at Microsoft Build, an integration with Azure Event Grid was announced. This new integration makes it easy to send Auth0 log events to any Azure service without writing any code, unlocking possibilities for serverless workflows, complex analytics, and system automation leveraging the Azure ecosystem.

## What Is Azure Event Grid?

Azure Event Grid is an event bus. It collects data from multiple sources, such as servers, applications, or third party tools (like Auth0), and routes them to Azure services like Azure Functions and Azure Logic Apps to make it easy to develop serverless workflows, system automation, and distributed applications.

## Auth0 and Event Grid

The Auth0/Event grid integration makes it easy to route Auth0 log events into the Azure ecosystem. For businesses using Auth0 and Azure, this integration will allow them to seamlessly integrate data across their entire stack. Here is a quick overview of the use cases this integration unlocks:

![Auth0-and-Event-Grid](https://images.ctfassets.net/23aumh6u8s0i/2mfkUclsRCPG7Xm0r9plPo/8d882b89b5440e7f863f4575869829be/azure-event-grid)

## Engage With Your Users

Delivering strong user experience is critical to reducing churn and retaining users. Using Azure Functions and Logic Apps with Auth0 authorization, you can deliver more customized application experiences. For example, use this integration to create a product onboarding flow for first-time logins. Or increase user engagement by highlighting product areas that would be of interest to them based on their login behavior.

##Understand User Behavior

Understanding when users access your product, where they are signed in from, and what devices they use are important pieces of information that can drive your product development. By keeping track of these signals, via the log events emitted by Auth0, you can develop an understanding of the product areas that you should be paying attention to. These signals can help you determine what browsers and devices to support, what languages to consider localizing your app in, and when your peak application traffic times are. Using Azure Streaming Analytics and Event Hubs to uncover business intelligence, create dashboards, and utilize ML Insights.

## Manage User Data

Retaining and auditing user actions is crucial for maintaining security and complying with industry regulations. Besides, the ability to edit, remove, or export user data upon request is becoming increasingly important to comply with various data privacy laws, such as the European Union’s General Data Protection Regulation (GDPR). By sending Auth0 log events to Event Grid, it is easy to develop the appropriate workflows and automation to retain audit trails and remain compliant. For example, you can store your audit trail in Event Hubs Capture.

## Secure Your Application

Consolidating security monitoring and incident response procedures are important when protecting a distributed system. For this reason, it is important to keep all the data in one place and monitor the entire stack. Using Event Grid, it is easy to consulate Auth0 monitoring into your Azure Sentinel service.

## Learn More
Using Azure Event Grid with Auth0 amplifies the possibilities for customization and protection of the end user experience. Learn how to set up the integration [here](https://auth0.com/docs/integrations/aws-eventbridge), or [sign up for a free Auth0 trial](https://auth0.com/signup).

<include src="asides/AboutAuth0" />


"event-grid"