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How to connect Microsoft Dynamics CRM with LeadsBridge

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Integrate Microsoft Dynamics CRM with LeadsBridge

Microsoft Dynamics CRM is the customer relationship management solution that helps your sales,

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

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Microsoft Dynamics CRM" from the providers list
  6. Click on the Next button
  7. Enter the Username, Password and CRM URL to connect Microsoft Dynamics CRM with LeadsBridge
  8. Click Authorize and you’ll be redirected to Microsoft's site, where you should grant the access permission.

  9. Select the entity concept you'd like to use (ex Lead, Customer)
  10. Select the segmentation concept you'd like to use (ex Static List, Dynamic List)
  11. Click on the Authorize button
  12. A Microsoft Dynamics CRM's wizard will popup
  13. Enter your credentials and grant the access to LeadsBridge
  14. Head back to LeadsBridge and click on the Finish button

Which entity concepts we support 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 Microsoft Dynamics CRM

With LeadsBridge you may use these segmentation concept 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.

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!