Dynamics is an Enterprise CRM used by higher education institutions across the world. Gecko integrates with Microsoft Dynamics 365 using API integration.
Creating a functional two-way API integration between GeckoEngage and Microsoft Dynamics is quickly achievable. Gecko supports multiple integrations, allowing you to simultaneously push data to Sandbox, UAT and Prod environments (in addition to other CRMs entirely).
Integrating Gecko with Microsoft Dynamics 365
To begin integrating with Gecko, go to Settings > Integrations and click + New Integration in the top-right corner. Pick Dynamics 365.
You'll need to provide some information to Gecko to create the integration with your Dynamics instance. Click the button below to follow a step-by-step guide to gathering this information:
Once your integration has been created, you'll be able to map fields between Gecko and Dynamics. In the video below, we showcase how this mapping works and how the integration looks on both platforms:
Integrating forms/scripts
By syncing form/script responses, Gecko can create new contacts in D365 (or merge them into existing ones).
✅ Gecko can push over:
Any details captured on the form
response meta information;
When the response was captured
UTM parameters
Student Geo-IP information
Capture app compatibility
who was logged in when the response was captured
which device was used
A record of any email/texts sent via form workflows (inc., the body of the message, sender name, subject lines, etc.)
You have full autonomy over when a form response is synced and where the data in each field is pushed to.
Integrating events
Gecko can push events to any of the following locations in Dynamics 365:
Whichever events tool you're using in Dynamics 365, Gecko’s events integration with Dynamics is one way (Gecko → Dynamics). Gecko does not pull information from the event back into Gecko.
Campaigns (Marketing)
Gecko pushes the event to Dynamic’s native Marketing object, where it will create a new Campaign. Attendee information will push over from Gecko and appear as a Campaign Event Registration on Dynamics.
Gecko syncs top-level events to Dynamics Campaigns (not sessions)
Gecko pushes attendee information as a Campaign Response
ClickDimensions
Gecko pushes the event to Dynamic’s ClickDimensions Event Management module, where a new event is created. Attendee information will push over from Gecko and appear as an Event Participation record.
Gecko syncs to both the top-level and session levels of ClickDimension events
Gecko pushes attendee information to a ClickDimension event
Gecko pushes attendee information
Marketing Events
Gecko pushes the event to Dynamic’s Marketing module, where it will create a new Event. Attendee information will push over from Gecko and appear as an Event Registration in the Registration and attendance tab. Gecko can push over session information.
Gecko can sync to both the top-level and session levels of Marketing events
Gecko pushes attendee information to a Marketing event
Gecko can push guest numbers to the top-level and session levels of Marketing events
Gecko can push Gecko event attendance status to the Dynamics Event Registration and/or Session Registration Status Reason field
Pushing guest numbers to Dynamics Marketing Events is easy to do but requires a little setup:
Dynamics
ensure you have fields set up in the Session Registration module to capture the Gecko guest count.
Gecko
head to Settings > Integrations > {Dynamics} and click + New Attribute in the top-right corner
Find your Dynamics guest field(s)
Choose to Track the field without linking it to a Gecko contact field
Scroll to the bottom of the integration page and add your tracked fields to the Event Attendee Guests and/or Session Attendee Guests fields
Click Save
Integrating emails/texts
Texts or emails sent from Gecko automatically create an impression on the student’s Dynamics activity timeline. This syncing occurs automatically anytime a new message is sent in Gecko, and the contact is synced.
✅ Gecko can push over:
A pre-defined default sender of the text/email
The body of the text/email
The time/date the email was sent
The sent status of the email/text
Integrating calls
In addition to creating new contacts (or merging into existing ones), calls made in Gecko can automatically create an interaction on the student’s activity timeline.
✅ Gecko can push over:
Call data (start time, end time, outcome, caller number)
An .mp4 recording of the call*
The campaign of the call
Any student details required
Associated script responses
*achievable using workflows
Integrating conversations
When a conversation is closed, Gecko will attempt to push the mapped contact information and conversation details across to Dynamics 365. Gecko automatically creates a new interaction on the student's activity timeline. This is out-of-the-box functionality that'll work automatically by your integration being set up.
✅ Gecko can push over:
The date/time the conversation was closed
The type of channel (e.g., Live Chat, WhatsApp, Email)
The name of the channel the conversation took place on
The AI-generated summary of the student's conversation
Integrating with Dynamics Contact Point Consents
Gecko supports a two-way integration with Dynamics Contact Point Consents (CPC) centre, meaning that mapped consent values which are updated in Gecko will reflect immediately in Dynamics, and changes made in Dynamics will update in Gecko.
Step 1: Configure your integration user
Start by ensuring your integration user has the correct security roles and privileges to allow Gecko to write to the Dynamics CPC and vice versa:
In the document linked to, above, the top 4 privileges are required to allow Gecko to sync data to Dynamics CPC, and the bottom 4 privileges allow Dynamics to push data to Gecko.
Once updated, log in to Gecko and navigate to Settings > Integrations > {your Dynamics instance}. Click Actions in the top-right and select Refresh integration:
Doing so enables Gecko to recognize your newly granted privileges!
Step 2: Create your mappings.
Log into Gecko and head to Settings > Integrations and click into the Dynamics integration you'd like to configure CPC syncing for. Next, click the Consents tab.
Here you'll see your Gecko consent reasons with associated Dynamics CPC dropdown fields for you to set:
Identifiable Field | The available CPC consent values to sync with. |
Contact Point Type | The type of CPC value to sync with. e.g., 'Email', 'Text Message', 'Voice'. |
Contact Point Consent Type | 'Purpose', or, 'Topic'. |
Reason | Additional information on why the value was given/taken away. |
Profile | Set to 'default'. |
Purpose | 'Transactional', 'Commercial', or, 'Tracking'. |
Topic | Optional further reporting values. |
Once you've successfully mapped your consent reasons, scroll to the bottom of the page and click Save.
Importing from Dynamics into Engage
Contacts can be imported into Gecko via the Imports page and will make use of Dynamics ‘Advanced Find’ functionality. Gecko will only import student data from fields/attributes mapped in the Settings > Integration > {Dynamics} page on Gecko.
On Dynamics, be sure to grant your integration user permission to view your advanced find.
Importing from Dynamics can be one-off or recurring (hourly, daily, weekly, or monthly).
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