Microsoft Dynamics 365 Connector Setup Guide for AudienceStream

[#1]

Microsoft Dynamics 365 is a multifaceted CRM solutions platform to streamline processes and increase profitability in sales, marketing and service divisions.

This article describes how to set up the Connector service in your Customer Data Hub profile.

Table of Contents Placeholder

Requirements

• Microsoft Dynamics 365 account
• Organization URI (root web address you received from Microsoft)

Connector Actions

Action Name	AudienceStream	EventStream
Add or Update Contact	✓	✗
Add Custom Entity to Contact	✓	✗
Add or Update Lead	✓	✗
Qualify Lead to Contact	✓	✗
Update Custom Entity	✓	✗
Create or Update Custom Entity	✓	✗
Add Contact to Marketing List	✓	✗

Configure Settings

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

After adding the connector, configure the following settings:

• Organization URI: Required. Provide your Microsoft Dynamics root web address (example: https://your-domain.crm.dynamics.com).
  

  URL must be secure and if it does not specify https, then prefix "https://" will automatically be added.

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Contacts, Leads, and Custom Entities from your Microsoft Dynamics account are dynamically populated as options in the To list. If you don't find the option you are looking for, you must add them in your account first.

Action - Add or Update Contact

Parameters

Parameter	Description
Contact Data	Required Map Attributes to the data options you want to add or update for the contact.
Contact Lookup	Required Map Attributes to the lookup options you want to use for searching the target contact. If the contact is found, its data will be updated. Otherwise a new contact will be created

For a full list of Contact fields, see Contact EntityType.

Action - Add Custom Entity to Contact

Parameters

Parameter	Description
Custom Entity	Required: select custom entity
Custom Entity to Contact Relationship	Required: select lookup field that associates custom entity with contact (see: Entity Relationships)

Action - Add or Update Lead

Parameters

Parameter	Description
Lead Data	Required Map Attributes to the data options you want to add or update for the lead.
Lead Lookup	Required Map Attributes to the lookup options you want to use for searching the target lead. If the lead is found, its data will be updated. Otherwise a new lead will be created.

For full list of fields see: Lead EntityType

Action - Update Custom Entity

Parameters

Parameter	Description
Custom Entity	Required Select custom entity

Action - Create or Update Custom Entity

Parameters

Parameter	Description
Update Strategy	Required Select applicable update strategy Create Only: create new entity without lookup Update Only: lookup existing entity and update it Create or Update: lookup existing entity and if found update it, otherwise create new entity
Custom Entity	Required Select custom entity

Action - Add Contact to Marketing List

Parameters

Parameter	Description
Marketing List	Required Select marketing list to add contact to Only static and non-locked lists targeting contacts are shown

Vendor Documentation

For additional information, see the following vendor documentation:

• Lead EntityType
• Contact EntityType
• Create a New Entity
• Create and Edit Entity Relationships