Send submission data from involve.me to Microsoft Dynamics 365 and create leads or contacts this native integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Microsoft Dynamics card.
In order to connect the integration, start by entering an Internal Connection Name, then enter your Microsoft Dynamics 365 Environment URL.
Once you have connected the integration, you'll be able to see the name of your connection.
Microsoft Dynamics 365 Resources
While in your integration's settings screen, you'll notice that you can choose between two Microsoft Dynamics 365 resources: Leads or Contacts. Whichever you choose, is the one that will be used with the integration.
Data Mapping for the Microsoft Dynamics 365 Integration
The integration will send email and default properties automatically.
Fields That Are Automatically Mapped With the System Fields in Microsoft Dynamics 365
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data From Question Elements
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Good to Know
Custom fields on existing subscribers will be updated when the same email is sent again.
If you have configured a Microsoft Dynamics 365 integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.