Microsoft Dynamics CRM 365 Integration

Microsoft Dynamics CRM 365 Integration

Integrate D·engage with Microsoft Dynamics 365 CRM to gain better insights into audience behavior, improve productivity and performance, and get a single view of customers. D·engage integration fetches data directly from Microsoft Dynamics 365 CRM and it takes only a few minutes to connect without any line of code. The quick step-by-step approach is as follows:

Pre-requisites Columns for CRM Integration

master_contact
crm_opportunities
contact_key
opportunity_id
name
contact_key
surname
name
email
description
email_permission
parent_account_id
email_status
status
gsm
rating
gsm_permission
sales_stage
gsm_status
close_probability
originating_lead_id
total_amount
entity_name
total_discount
qualifying_opportunity_id
estimated_close_date
parent_contact_id
actual_close_date
parent_account_id


Support:

Before integrating CRM dynamics: We need to check if the CRM version is on-premises or on cloud. If it's on-premises then we need to whitelist our IPs on their system so that we can access them. After that, we need to check the authentication method client is using.
We are using two authentication methods.
Windows Authentication:
  For windows, they need to provide
  1) URL
  2) Domain Name
  3) Username
  4) Password
Client Credentials: (for AD FS )
  For this, they need to provide
  1) URL
  2) Tenant Id
  3) Client Id
  4) Client Secret

In CRM dynamics synchronizing with CDMP, we are synchronizing four different objects (leads, contacts, accounts and opportunities).

When user Start Synchronize from the CDMP account, in the background new orders are generating in database. Background service will read these new coming orders from the database.

After that, this thread will fetch the data from Shopify in the form of chunks and then store them in the dengage database.

There is another thread running after every 10 minutes. This gets the last sync time and add the interval of 10 minutes as a next sync time. 


Based on the last sync time and next sync time this thread fetch those records, which are created or updated within this period.


User can see the history of all these synchronizations on Sync History Page.


CRM Marketing Lists:

CDMP also support marketing lists synchronizing with CDMP. A background service is responsible to fetch all marketing lists from the dynamics CRM to CDMP and save them in dengage database. These lists gets update every day in order to synchronize with dynamics CRM. 


  1. Select Microsoft Dynamics 365  under Dataspace>Integrations from the left menu bar.

  1. Click the “Connect” button against Microsoft Dynamics 365.
  2. Users can connect to both cloud and on-premises versions of CRM.

  3. In order to connect to the cloud version, You need the following credentials.

    1. Organization URL (base URL of CRM dynamics)
    2.  Tenant Id
    3. Client Id
    4. Client Secret                                                                                                                                                                                                     

  5. For the on-premises version, You need the following credentials:                                                                                                                                  

    1. Organization URL (base URL of CRM dynamics)
    2.  Domain Name
    3. Username (name of the user using CRM dynamics)
    4. Password (password of the user using CRM dynamics)                                                                                                                       
  6. Depending on your requirements, you can choose columns from “Lead”, Contact, “account” and “Opportunities”.                                               
  7. To continue with syncing, hit the “start sync” button

  8. You can also get the sync details through email by clicking on the “Notify by email” option once the data sync is completed. 

  9. By clicking on the “Got it” button, you’ll be redirected to the details page where the status is shown as “Connected”         

  10. Here you can see the selected fields.

           

  1. and the API details

  

  1. Along with the details page, there’s a “sync history” page on which you can review the synced records.

  2. You can also search the records by giving the data type of synced records

    Searching only works with “Data Type” i.e. “Leads”, “Contacts”, “Accounts” and “opportunities”.For example, if you search “account” then all records with the “account “data type will be displayed.

  3. The records can be filtered depending on their “type” and “status”. On clicking the Filter option, a pop-up window will appear            


  4. You’ll get to see several options under the “Type” and “status” dropdown

  5. Records can be filtered on the basis of their type as “Bulk sync”, “Updates” or “All”. 

           


  1. To filter on the basis of record status, you have got “All”, “New”, “In-progress”, “Completed” and “Error” options

  2. Hit the “Apply” button to apply the filter and “Cancel” to close the filter window. 

  3. To see the details of the record, click on the data type of record

  4. Records details window displays the status along with added, updated, and error count

  5. Any change made in “contacts”, “Leads”, “accounts” from the “CRM” website is reflected in the “master_contact” table of Cdmp

  6. You can always verify the change by creating a segment. As an example let’s create a segment with the condition “Contacts where master_contact → Entity name contains lead”

  7. Now hit the calculate button and you'll be able to see the record count

  8. You can click the record count to view all details as shown below 

  9. The same is the case with “opportunities”, any opportunity created or updated in the CRM website is reflected in the “crm_opportunities” table in CDMP

  10. Now with the latest update, You can also sync marketing list data in Cdmp

  11. Create or update a marketing list either “Static” or “dynamic” from a “CRM” website and add lead, account, or contact data to that list

  12. You’ll be able to see the marketing list option while creating a segment in CDMP

  13. Repeat the same process and calculate the segment results to verify records

  14. At any stage, you can disconnect your Microsoft dynamics account by clicking on the “Disconnect” button ad there will be a confirmation pop-up

  15. Hit “Yes, Disconnect” to continue and “Cancel” to return back to the details page


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