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Microsoft Dynamics 365

Read time: 5 minutes | Learn how Gecko integrates with D365.

Jonny Richardson avatar
Written by Jonny Richardson
Updated over a week ago
The Microsoft Dynamics 365 logo.

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

A screenshot showing the integrations config page.


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:

  1. On Dynamics: Configure a custom “Advanced Find” query and save it

  2. 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.


Any questions? Start a live chat with a support team member, or feel free to explore the rest of our academy. Spotted an error or want to suggest a future article for the academy? Let us know here.

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