Get started with Dreamdata
What is Dreamdata? [VIDEO]
Setting Up Dreamdata
How to set up Dreamdata Web tracking (analytics.js) manually
How to set up up Dreamdata web tracking (analytics.js) using Google Tag Manager
How to track forms adding the auto-identify script via Google Tag Manager.
The Onboarding Process
Onboarding process for free customers [VIDEO]
Onboarding for paying customers [VIDEO]
Single sign-on
How to invite your colleagues to Dreamdata
How to validate your data
Dashboards
Home
Engagement
Performance
Content Performance
Setup Content Reporting
Content Performance - Dashboard Options
What KPI should you use to measure the effect of B2B content?
Measuring influenced pipeline for B2B content - the true conversion metric
What content generates pipeline?
Which channel performs best for different content?
Paid
Overview
Return on Ads Spend (ROAS)
Google Search Ads
Google Display Ads
LinkedIn Ads
Bing Ads
Facebook Ads
YouTube Ads
Capterra Ads
G2 Crowd
Organic
Acquisition
ROI
Performance vs. Revenue attribution: A guide on when to use what
Journeys
Revenue Analytics
Data Platform
Sources
Intent Data
Albacross
Snitcher
6sense
RollWorks
Dealfront Leadfeeder
ZoomInfo WebSights
Clearbit
Triblio ABM platform
Paid
Setting up Facebook Ads
Setting up AdRoll
Setting up Twitter Ads
Setting up Bing Ads
Setting up LinkedIn Ads
Setting up Google Ads
Setting up G2
Setting up Capterra
CRM
Marketing Automation
Import Other
Import fixed cost data using Google Sheet
Import Events data using Google Sheet
Import cost data using Google Sheet
Custom data
Setting up Outreach
Setting up Zapier integration & Zaps for Lead Ads
Setting up Google Search
Setting up Intercom
Destinations
Ad Network
LinkedIn Offline Conversion (CAPI)
Google Ads Offline Conversion
Google Ads Offline Conversion: Salesforce vs Dreamdata
Google Ads Offline Conversion: Hubspot vs Dreamdata
Data Warehouse
Google BigQuery
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Snowflake
Connect your Dreamdata data to Amazon Redshift
Cloud Storage
Business Intelligence
Guides for Looker Studio Reporting
Getting Started with Looker Studio Templates
Google Connected Sheets
Setting up Data Export to BigQuery of CRM Properties
Overview
Company Data Enrichment
Table Schema
Intent data
General Settings
Tracking
Segment
Dreamdata Cookies
Form Tracking
Reduce impact from ad-blockers and Apple ITP 2.x
Pardot iframe form tracking
Anonymizing IP
Tracking using Sleeknote or Drift
How to track your emails?
Cookie Bar
How does Dreamdata track all relevant on-site customer data?
Cookie Retention
Tracking Hubspot Forms with auto-identify script
Server Side Analytics APIs
URL query parameters
Calendly
Tracking iframes with auto-identify script
Intercom Tracking
Tracking SPAs (Single Page Applications)
Across domain & device tracking
Advanced Identification of users and companies
Tracking Dynamics 365 Marketing Forms
Attribution Models
Stage Models
Setup Guide: All Salesforce Opportunities entering specific Stage
Setup Guide: All Microsoft Dynamics Opportunities in a specific Stage
Setup Guide: All Pipedrive Deals entering specific Stage
Setup Guide: Creation of Opportunities/Deals
Setup Guide: Tracked sign-up events
How Dreamdata Handles Currency Exchange in Stage Models
Setup Guide: All Hubspot Deals entering specific Stage
Stage Models - Customization
Menu: Settings
Allowed Domains
UTM Mapping
Learn more about the 'Branded Search' filter
CRM-Based Channel and Source in the Absence of Tracking Activity
CRM filters
FAQ
Glossary
Conversions
What is a company?
Some of my deals are flagged with "Unknown". What does it mean?
Data retention and deletion
How is anonymous traffic linked to companies?
Can I exclude content or websites from being tracked?
Influenced vs Attributed Leads and Value
Understanding the Difference: Conversions vs. Stages
What does Visitors, Contacts and Companies mean?
What is a session?
Roles and Permissions
What is the reporting Time Zone?
Why are my dashboards empty?
Agency Partners
Welcome Partner!
Partner Tiers
Referral Guide and UTM tracking
Partner Material
Intro Template for your new clients
Ideal Customer Profile
Co-marketing and account mapping
Contact
Quick learning videos!
Find the content that generates most pipeline
How to set up content categories on Dreamdata
Do you know how your company is generating money?
How to see the value of B2B Google Ads in pipeline and revenue generated
How Content Analytics tracks the influence of content of pipeline and revenue
How to easily build a retargeting audience with Dreamdata
Are you using G2?
Performance vs. Revenue Analytics reports- when to apply them best!
What attribution really is and why you should care!
Helping BDRs break through to the hottest accounts
Dreamdata Content Analytics: Discover the real value of your content
Do you know which of your Marketing activities had the biggest impact on pipeline and revenue?
Which of your emails produce pipeline and revenue?
See the value of SEO in pipeline and revenue generated
How to cut the cost of your Google Search Ads
- All Categories
- Data Platform
- Sources
- CRM
- Setting up Microsoft Dynamics
Setting up Microsoft Dynamics
Updated
by Ole Dallerup
Dreamdata needs to connect to your CRM system in order to work properly. This is used to collect data on your customer accounts and link it to the tracking data, thus being able to create attribution to touches in your customer journeys.
- On Dreamdata's main menu, go to "Data Platform" and then select "Sources".
- On the Sources page, scroll down the the CRM subsection and select "Microsoft Dynamics"
- Insert your resource URL and click "Enable" to authenticate with Microsoft (a new tab will open).
- If you haven't selected a CRM system for your Dreamdata account yet, chances are that you might be prompted with the following question "Is Microsoft Dynamics your Primary CRM?". Select the option that applies for you.
- In order to proceed, you need to be signed in to your Microsoft Dynamics account.
Permissions:
When you authenticate to Microsoft Dynamics CRM from inside Dreamdata you will have to accept the below permissions. It enables Dreamdata to pull your CRM data such as leads, contacts, accounts and opportunities into the Dreamdata Data Platform.
Dreamdata does not send data back into Microsoft Dynamics CRM and does therefore only require read type of permissions. - You're all set 🔥 It can take up to between 24 – 48 hours before data begins to appear.
How will the data be mapped into Dreamdata?
- Account: Your accounts will be mapped to Companies in Dreamdata. This will enable you to see all of your sales and marketing activities for each company in one place.
- Contacts: Your contacts will be mapped to Contacts in Dreamdata. This will allow you to track the engagement of individual contacts across multiple channels.
- Opportunity: Your opportunities will be mapped to Deals in Dreamdata. This will give you a clear picture of your sales pipeline, including the value of each deal and the stage of the sales process it's in.
- Leads: Your leads can potentially be mapped to Contacts, Companies, and Deals in Dreamdata.
- Calls, Meetings: Your calls and meetings will be mapped to Events in Dreamdata. These events can then be linked to specific customer journeys and applied with attributions.
Account, Contacts and Opportunity are included in all our plans, including the free one! Everything else is only available for paid plans.
What events will be included automatically into Dreamdata?
After your Microsoft Dynamics data is synced, we create the following 2 types of events and link them to relevant customer journeys automatically.
phone_call
- These events will be mapped to the 'Calls' Channel and the 'Call' Source
- When Event duration minutes is greater than 0.
- Timestamp of these events is set with the Actual end property. If the property is not present the event will not be included.
meeting (appointment)
- These events will be mapped to the 'Meetings' Channel and the 'Meeting' Source
- When Event duration minutes is greater than 0.
- Timestamp of these events is set with the Actual end property. If the property is not present the event will not be included.