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How To Connect: Microsoft Dynamics

Why Connect Dynamics?

Your CRM is the “source of truth” for your sales team.

But.

It doesn’t house all of the information needed to understand your buyer journey. Nor should it. Can you imagine trying to capture every web interaction in your CRM? 🤯 💵

Because revenue data is an essential ingredient for understanding which campaigns are working and which need a little TLC, connecting your CRM is one of the absolute must-haves with any CaliberMind implementation.

What Can Be Connected to CaliberMind?

Only CaliberMind System Administrators can create connections. Please see your CaliberMind admin if you don’t have proper rights.

There are several Dynamics applications, and our connector supports most of them, including:

  • Customer Service
  • Field Service
  • Marketing
  • Sales
  • Talent

Preparing to Connect

In order to connect CaliberMind to Microsoft Dynamics, you’ll need some key information. To get that information, you’ll need:

  • A Microsoft Dynamics 365 account
  • Write access to any objects you want to update
  • An Azure Active Directory tenant

Find Your Domain Name

  1. Log into your Azure account.
  2. Select your account name on the top right-hand corner, and then select Switch directory.
  3. On the Directory + subscription pane, choose the Active Directory tenant that has a subscription to Dynamics 365.
  4. In the Manage Azure Active Directory section of the Azure portal dashboard, click the View button:
  5. On the left-hand navigation menu, select Overview.
  6. In the Overview section, note the domain name that appears below your organization name. You will need it to configure your CaliberMind connection.

Find Your Resource URL

  1. Log in to your Dynamics 365 instance.
  2. Click Settings, then Advanced Settings, and then select Customizations:

    Navigate to Settings and select customizations to sync with CaliberMind

  3. Select Developer Resources:

    Select Developer Resources to integrate with CaliberMind

  4. In the Developer Resources window, copy the Service Root URL.
In the CaliberMind Developer Resources Window, Copy the Service Root URL

Connect to CaliberMind via FiveTran

  1. Go to Settings > Connectors > Create Pull Connectors
  2. Find the Microsoft Dynamics tile and select ‘Add Connector’
  3. Follow the prompts provided by FiveTran

What will this connection do?

We will backup a copy of all your relevant CRM data from 13 standard entities (17 entities for customers that use Dynamics Marketing Module as their Marketing Automation Platform). Ask your account’s dedicated CSM if you’d like to add additional custom entities.

Note: The connected user will need to have Read/View (ie. “Retrieve”) permissions for the entities and entity fields

  • Account
  • Campaign
  • CampaignActivity (for customers with Dynamics Marketing Module as their MAP)
  • CampaignItem (for customers with Dynamics Marketing Module as their MAP)
  • CampaignResponse
  • Contact
  • Email
  • Lead
  • List (for customers with Dynamics Marketing Module)
  • ListMember (for customers with Dynamics Marketing Module as their MAP)
  • Opportunity
  • OpportunityProduct
  • ProcessStage
  • Product
  • StringMap
  • SystemUser
  • Task

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