Dynamics is an Enterprise CRM used by higher education institutions across the world. Gecko integrates with Microsoft Dynamics 365 using API integration.
Engage
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 GeckoEngage 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
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).
Chat
Integrating GeckoChat with Microsoft Dynamics 365
To integrate D365 with Gecko, go to Settings > Integrations, find the Microsoft Dynamics card, and click Setup.
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 immediately 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 conversations
In addition to creating new contacts (or merging into existing ones), Gecko Chat conversations can automatically create an interaction on the student’s timeline. Syncs to Dynamics are triggered when a conversation is started and finally when the conversation is closed.
✅ Gecko automatically pushes over:
Student data (Name, Email, and any other data you wish to capture)
The transcript of the chat conversation into the student timeline
Conversation metadata;
Time/date of the conversation
The channel the conversation took place on
Which agents/bots (if any) were involved
Any internal notes/workflows that were triggered during the conversation
Importing Contacts from Dynamics into Chat
You're able to import contacts directly into Gecko Chat. This might be useful for teams such as student success, financial aid and the registrar's office, which typically want access to all of the student's information when speaking with a specific student.
Importing students into Gecko is easy:
On Dynamics: Configure a custom “Advanced Find” query and save it
On Chat: Go to Settings > Integrations > Dynamics. In the Recurring Import section select your saved advanced find query and click Import
On Dynamics, be sure to grant your integration user permission to view your advanced find.
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