How to Set up The Microsoft Dynamics Integration

Microsoft Dynamics CRM is a customer relationship management software by Microsoft.

Requirements

Oktopost supports Microsoft Dynamics 365. To set up the integration, you must:

  1. Have admin access to both Oktopost and Microsoft Dynamics.
  2. Have a Microsoft Dynamics CRM account with web API access.

Integration Setup

First, you need to obtain your Instance Web API URL from Service Endpoints under Settings > Customizations > Developer Resources in your Dynamics account.

Then, head back to Oktopost, go to Settings > Integrations, click on Add Integration, select Dynamics, enter your Instance Web API URL, and click Submit to authorize it in your Dynamics account.

How it works

The Oktopost Dynamics integration uses Microsoft’s Common Data web API to interact with records inside your CRM. It uses the permissions obtained from the authorized user to make the API calls. The entities Oktopost interacts with include:

  1. Leads
  2. Contacts
  3. Accounts
  4. Oktopost Social Activity (custom entity)

Integration Options

Oktopost provides various options for integration with Microsoft Dynamics:

Social Activities

If enabled, Oktopost will automatically create a Social Activity entity in Dynamics and send it data every time leads and contacts interact with your brand on social media. You can then leverage the custom entity’s data to create views and reports on social media activities by known leads and contacts.


Social Attribution

If enabled, Oktopost will update your Contact and Lead records every time a person interacts with your brand on social media. To use this option, you must set up a Text field (standard or custom, but not a Text Area field) for the record type you wish to update with a suggested minimum of 255 characters.

The updated value will contain the last social source from Oktopost, based on the Source Field Template that you configure.

Lead Fields

You can use this option to configure which fields you want users to fill as they manually sync leads into Dynamics. You can add as many fields as you want and populate them using parameters, with pre-existing data from Oktopost.

Connecting Multiple Dynamics CRM Instances

If you have the Multiple Integrations license and would like to sync your data to two or more separate Dynamics instances, click on Add Integration and select Microsoft Dynamics from the list to connect an additional instance. All data is shared with both/all instances.

Integrations

  1. How to Set Up The Marketo Integration
  2. How to Install Social Insights for Salesforce
  3. Salesforce Social Insights Data and Reports
  4. How to Install Social Analytics for Salesforce
  5. How to Install Social Advocacy For Salesforce
  6. How to Set Up The Eloqua Integration
  7. How to Set Up the HubSpot Integration
  8. How to Set Up The Salesforce Integration
  9. How to Set up The Microsoft Dynamics Integration
  10. Microsoft Dynamics Social Activity Entity
  11. Oktopost Solution Package for Microsoft Dynamics
  12. How to Set Up The Mautic Integration
  13. How to Set Up the Bitly Integration
  14. How to Set Up the Feedly Integration
  15. How to Set Up the Act-On Integration
  16. Feedly Custom Sharing with Oktopost
  17. Act-On Integration: Segmenting Lists Using Social Data
  18. Act-On Integration: Social Lead Scoring
  19. Conversion Tracking With Marketo Forms 2.0
  20. Marketo Integration: Lead Segmentation
  21. Marketo Integration: Interesting Social Moments
  22. How to Set Up the Salesfusion Integration
  23. How to Set Up the Pardot Integration
  24. Setting up the Google Analytics integration
  25. How to Set Up the Facebook Retargeting Integration
  26. How to Create a Facebook Audience Based on Social Behavior
  27. Attributing Social to Leads in Marketo
  28. Webhooks
  29. How to Connect Oktopost to Zapier
  30. How to Create Salesforce Cases From Assignments
  31. Setting up Integration Assets
  32. Social Click URLs
  33. Salesforce Campaign Naming Parameters
  34. How to Track Conversion on HubSpot Embedded Forms
  35. How to Track Conversion on Pardot Forms
  36. How to Track Conversions on Act-On Labs Forms
  37. How to Set Up Single Sign-on With AD FS
  38. How to Set Up Single Sign-on With Okta
  39. How to Set Up Single Sign-on With OneLogin
  40. How to Set Up Single Sign-on With Google Apps
  41. How to Set Up The Facebook Lead Ads Integration
  42. Zapier Use Cases
  43. How to Set up Oktopost for Bizible
  44. How to Format Dates in Salesforce Template Fields
  45. Social Attribution Parameters
  46. Lead Parameters
  47. How to Update an Existing Social Insights Installation

Feedback and Knowledge Base