Setting up Microsoft Dynamics

Ole Dallerup 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.

It can take up to 48 hours for the data to show in the Dreamdata app once you successfully integrated it.
  1. On Dreamdata's main menu, go to "Data Platform" and then select "Sources".
  2. On the Sources page, scroll down the the CRM subsection and select "Microsoft Dynamics"
  3. Insert your resource URL and click "Enable" to authenticate with Microsoft (a new tab will open).
  4. 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.
  5. 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.
  6. You're all set ūüĒ• It can take up to between 24 ‚Äď 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.

How did we do?

Setting up Salesforce

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