Integrate Microsoft Dynamics On Premises with LeadsBridge

Intro

In this article, you'll learn how to connect your LeadsBridge account with Microsoft Dynamics On Premises.

Connect Microsoft Dynamics On Premises integration

Before you start

Authorize Microsoft Dynamics On Premises integration

Setup your Microsoft Dynamics On Premises integration

1. Click on Connect Microsoft Dynamics On Premises
2. Click on Create new integration to connect your Microsoft Dynamics On Premises (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 On Premises integration
4. Fill Username, Password, CRM URL field to connect Microsoft Dynamics On Premises with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Microsoft Dynamics On Premises and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your Microsoft Dynamics On Premises is connected, you can continue with the set-up of your bridge

Which entity concepts we support for Microsoft Dynamics On Premises

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

1. Lead

2. Customer

Which segmentation concepts we support for Microsoft Dynamics On Premises

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

1. Static List

2. Dynamic List

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button