Microsoft Dynamics 365

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Overview

• Tags: sync tags into a multi-select field you select in Dynamics 365.
• Default Tags: sync built-in tags (Hot, Qualified, Has Replied, Unsubscribed SMS, Unsubscribed Email) to boolean fields you select.
• Summaries: sync lead conversation summaries into a text field you select in Dynamics 365.
• Variables: map variables to existing Dynamics 365 fields, which will sync in real-time.
• Do not contact: sync a lead’s do-not-contact status to a boolean field you select in Dynamics 365.

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Prerequisites

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Step 1: Connect Apten to Dynamics 365

1. In Apten, go to Integrations
2. Click Connect on the Microsoft Dynamics 365 card
3. Enter your Dynamics 365 environment name (the prefix from your Dynamics URL, e.g. if your URL is yourorg.crm.dynamics.com, enter yourorg)
4. Click Connect and authorize with your Microsoft account
5. Click Manage to go to the settings page
6. Select the Dynamics 365 object that you want to sync with (Lead, Contact, or Account), and click Save

7. If you’d like to sync Tags, use the field mappings to choose the existing Dynamics 365 field that should receive tag values.
8. If you’d like to sync Summaries, use the field mappings to choose the existing multi-line text field that should receive conversation summaries.

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Step 2: Map Variables (Optional)

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Step 3: Import Leads with Dynamics IDs

• integrationSource: Set this to 'dynamics' to indicate the lead is from Dynamics 365
• dynamicsId: Set this to the Dynamics 365 record GUID (e.g. 'a1b2c3d4-e5f6-7890-abcd-ef1234567890')

{
  "firstName": "John",
  "lastName": "Doe",
  "phone": "1234567890",
  "customerProfile": "Test Profile",
  "integrationSource": "dynamics", // Required for Sync
  "dynamicsId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890" // Required for Sync
}