We have recently released a new integration for Microsoft Dynamics 365 with the following features:
- Ability to sync events, sessions and attendees to the Click Dimensions events module for users of Visit.
- Calls, messages and emails will now be synced across into the contact record in Dynamics.
Watch the video below for an overview of how to set up and use the integration:
How to set up Dynamics:
The process of setting up the integration involves setting up an Azure Active Directory app and passing the credentials into the integration setup wizard in Gecko. We've written an article on this and you can find it here: http://academy.geckoengage.com/geckoengage/crm-integrations/integrating-with-microsoft-dynamics-365
Migrating from the old Dynamics integration:
Our support team should be able to assist you in transitioning from the old integration to the new one. Simply follow the steps above to set up the connection to your instance of dynamics, and once you're done, contact our support team and they will attempt to port all the field mappings from your old integration to the new one.
Please share your feedback on this update by contacting us through the live chat, logging a feature request through the 'Suggest a Feature' option in Gecko, or by emailing us on email@example.com