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- Navigate to Settings > Integrations > Connectors
- Find the section labeled Microsoft Dynamics
- Enter your Dynamics URL (copy from your browser's address bar when logged in to Dynamics)Enter your Dynamics user name and password, Application Id, and Client Secret.
- Follow the instructions in this video to obtain the information:
| Widget Connector | ||||||
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If the information is correct, then you will see a success message like the one below.
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| Info |
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Lead, Contact, and Account fields are all linked to the Lead Liaison prospect profile. Lead Liaison and Dynamics will sync field data approximately every five minutes. If you've made a change to a field and have not seen a change, then it will probably update during the next sync. |
Import Records
Disabling incoming syncing of leads, contacts and accounts.
If you need to prevent MS Dynamics from importing your leads, contacts or accounts, you can disable the incoming sync for their records by following the steps below:
Navigate to Setup > Account > Settings
You can then disable syncing leads, contacts and accounts. This setting just affects incoming records, and will not affect outgoing leads to MS Dynamics.
Import Records Step
Click the orange Run Now button to import existing Lead, Contact, and Account data. The system will continue to sync records approximately every 5 minutes after the initial import. Depending on the size of your database, this may take some time.
| Warning |
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Inactive contacts and accounts will sync with Lead Liaison. If you do not want a contact or account to sync, remove the record from Dynamics. |
Verify Data
By this stage, you have successfully synced Lead Liaison and Microsoft Dynamics. Click on the orange buttons to verify each field. Once you have finished, you can exit the wizard.
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