Integrate Microsoft Dynamics CRM with LeadsBridge
Microsoft Dynamics CRM is the customer relationship management solution that helps your sales, marketing, and customer care teams work as one to deliver personal experiences across every interaction of your business.
LeadsBridge supports Microsoft Dynamics CRM 2013 or higher.
In this article, you'll learn how to connect your LeadsBridge account with Microsoft Dynamics CRM.
Connect Microsoft Dynamics CRM integration
- Head over to the left sidebar and click on Integrations
- Click on the Add New button
- Enter a recognizable name for your integration
- Click on the Browse button
- Select "Microsoft Dynamics CRM" from the providers list
- Click on the Next button
- Enter the Username, Password and CRM URL to connect Microsoft Dynamics CRM with LeadsBridge
- Click Authorize and you’ll be redirected to Microsoft's site, where you should grant the access permission.
- Select the entity concept you'd like to use (ex Lead, Customer)
- Select the segmentation concept you'd like to use (ex Static List, Dynamic List)
- Click on the Authorize button
- A Microsoft Dynamics CRM's wizard will popup
- Enter your credentials and grant the access to LeadsBridge
- Head back to LeadsBridge and click on the Finish button
Which entity concepts we support for Microsoft Dynamics CRM
LeadA potential client that actively shows interest in your offering by making contact.
CustomerA party, person or company, that buys or consumes your products.
Which segmentation concepts we support for Microsoft Dynamics CRM
With LeadsBridge you may use these segmentation concept for Microsoft Dynamics CRM.
Static ListA Static list is a snapshot in time, where you may add the contacts you'd like following certain criteria, when a new contact is added to the CRM database you can manually add them to the list, or if the marketing list is no longer relevant to a contact you may manually remove them. ( Learn more)
Common questions for Microsoft Dynamics CRM
How to fix RetrievePrivilegeForUser failed - no roles are assigned to user?
This behavior is by design. Making the account that is running the CRMAppPool into a Microsoft Dynamics CRM user is not supported.
In order to solve this you should follow the steps below:
- Disable Organization using deployment manager
- Once disabled, deleted the organization from the deployment Manager
- Re import the organization, while re importing inside the user mapping step remove the service account user (CRMAppPool) mapping and keep all the other user mapping as it is
- Once done re importing organization, everything should work correctly
How to use the "Update only entities with Status = Active" toggle?
This means that if you sync an entity that already exists in your Microsoft Dynamics CRM account, but its Status is set to Inactive a new entity will be created.
Notice that this toggle works only when the integration is used as Destination.
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If you have any further questions regarding this matter, or if you need help to set up the connection between Microsoft Dynamics CRM with LeadsBridge, do not hesitate to get in touch!