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
Before you start
- Head over to the left sidebar and click on the Create new Bridge button
- Select your integrations in the selectors
- Click on the Continue button at the bottom right
Authorize Microsoft Dynamics CRM integration
Setup your Microsoft Dynamics CRM integration
- Click on Connect Microsoft Dynamics CRM
- Click on Create new integration to connect your Microsoft Dynamics CRM (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Microsoft Dynamics CRM integration
- Click on Authorize and you will be prompted to the Microsoft Dynamics CRM authorization experience
- Here you will need to provide the info required and grant access to LeadsBridge
- Once done, you will be get back to LeadsBridge application
- You can choose a name for this Microsoft Dynamics CRM and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Microsoft Dynamics CRM is connected, you can continue with the set-up of your bridge
Configuration details for Microsoft Dynamics CRM
Which entity concepts we support for Microsoft Dynamics CRM
With LeadsBridge you may use these entity concepts 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 TikTok Lead Generation
With LeadsBridge you may use these segmentation concepts 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?
How to use the "Update only entities with Status = Active" toggle?
Do you need help?
Here some additional resources:
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button