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How to connect Microsoft Dynamics CRM with LeadsBridge

Integrate Microsoft Dynamics CRM with LeadsBridge

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Intro

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

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize Microsoft Dynamics CRM integration

Setup your Microsoft Dynamics CRM integration

  1. Click on Connect Microsoft Dynamics CRM
  2. Click on Create new integration to connect your Microsoft Dynamics CRM (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Microsoft Dynamics CRM integration
  4. Click on Authorize and you will be prompted to the Microsoft Dynamics CRM authorization experience
  5. Here you will need to provide the info required and grant access to LeadsBridge
  6. Once done, you will be get back to LeadsBridge application
  7. You can choose a name for this Microsoft Dynamics CRM and LeadsBridge integration (you can also edit it later)
  8. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  9. Now that your Microsoft Dynamics CRM is connected, you can continue with the set-up of your bridge

Configuration details for Microsoft Dynamics CRM

Other Info

Click Authorize and you’ll be redirected to Microsoft's site, where you should grant the access permission.

Which entity concepts we support for Microsoft Dynamics CRM

With LeadsBridge you may use these entity concepts for Microsoft Dynamics CRM.

  1. Lead

    A potential client that actively shows interest in your offering by making contact.
  2. Customer

    A party, person or company, that buys or consumes your products.

Which segmentation concepts we support for TikTok Lead Generation

With LeadsBridge you may use these segmentation concepts for Microsoft Dynamics CRM.

  1. Static List

    A 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)
  2. Dynamic List

 

Common questions for Microsoft Dynamics CRM

How to fix RetrievePrivilegeForUser failed - no roles are assigned to user?

By default, when a CRM user is created in Microsoft Dynamics CRM, the user has no security roles. Because the CRM service account is mapped with the newly created user, the CRM service account cannot operate anything. Therefore, the system crashes. 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: 1. Disable Organization using deployment manager 2. Once disabled, deleted the organization from the deployment Manager 3. 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 4. Once done re importing organization, everything should work correctly

How to use the "Update only entities with Status = Active" toggle?

In case you enable the toggle Update only entities with Status = Active from your Microsoft Dynamics CRM integration, only the entities that have their Status set as Active will get updated. 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.

Do you need help?

Here some additional resources: