Microsoft Dynamics 365

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
***	***

CRM Marketing Lists:

CDMP also supports 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 get updated every day in order to synchronize with dynamics CRM.

Integration details:

Go to Settings → Integrations → 3rd Party Integration in the left-hand menu.

Select Microsoft Dynamics 365 and click the Connect button.
Users can connect to both “On-premises (yes)” and “Cloud version (on-premises (No))” versions of CRM.
For the on-premises “Yes” 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)

For the on-premises “No”(Cloud) version, you need the following credentials:
1. URL (base URL of CRM Dynamics)
2. Tenant Id
3. Client Id
4. Client Secret

After filling correct details, click on “connect and next” option then correct prompt message is displayed.
To continue with syncing, hit the “start sync” button.
You can also get the sync details through email by clicking on the “Notify by email” option once the data sync is completed.
By clicking on the “Got it” button, you will be redirected to the details page where the status is shown as “Connected.”
Sync setting details screenshot:

Sync details screenshot is:

Along with the details page, there’s a “sync history” page on which you can review the synced records.
You can also search the records by giving the data type of synced records.

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

You will get to see several options under the “Type” and “Status” dropdown.
Records can be filtered on the basis of their type as “Bulk sync”, “Updates”, or “All”.

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

Hit the “Apply” button to apply the filter and “Cancel” to close the filter window.
To see the details of the record, click on the data type of record.
Records details window displays the status along with added, updated, and error count.

Any change made in “contacts”, “Leads”, “accounts” from the “CRM” website is reflected in the “master_contact” table of CDMP.
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” .
Now hit the calculate button and you wil be able to see the record count .
You can click the record count to view all details as shown below:
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.

Now with the latest update, you can also sync marketing list data in CDMP.
Create or update a marketing list either “Static” or “dynamic” from a “CRM” website and add lead, account, or contact data to that list.
You’ll be able to see the marketing list option while creating a segment in CDMP.
Repeat the same process and calculate the segment results to verify the records.
At any stage, you can disconnect your Microsoft Dynamics account by clicking on the “Disconnect” button, and there will be a confirmation pop-up.

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