How to Set Up & Export to Microsoft Dynamics
With SalesIntel’s native integration, you can now export contacts directly to Microsoft Dynamics! Here’s how it works.
Connecting Microsoft Dynamics to SalesIntel
Please contact your success manager to activate your Dynamics integration on your account or contact us at firstname.lastname@example.org
The first thing you need to do is connect your Microsoft Dynamics instance to SalesIntel. To do this go to your name in the top right corner, select ‘Dynamics settings’ and you’ll then be prompted to login to your instance using your Dynamics credentials.
Once you’ve done that, you’ll then have the option to set parameters for your future exports. You have the ability to select the record default type, choose how you want to handle duplicate records, and turn prompts on or off by toggling these options. You’ll also be able to set your lead, contact and account mapping fields in this window.
Be sure to click save to ensure any changes you’ve made are kept. You’ve completed your set up and are ready to start exporting to Dynamics!
Exporting Contacts to Dynamics:
To export contacts to Dynamics, simply select the contacts you want and go to Bulk Actions. Then select export to Dynamics.
You’ll then be walked through the prompts you created in your settings to select a lead owner, select campaigns, and finally identify any duplicate records.
SalesIntel will always check to see if the selected contacts already exist in Dynamics and will de-dupe any duplicate contacts. Once you’ve selected an option click ‘next’ and you’ll see that those contacts have successfully exported to Dynamics.