Setting up Microsoft Dynamics
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, find and click "Microsoft Dynamics 365" either by clicking the "CRM" category or by searching for it in the search field.
- 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. The account used for authentications needs to have access to the relevant data
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 all the historical data available for your plan 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.
