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Knowledgebase: Microsoft Dynamics
Integrating Mindmatrix with MS Dynamics CRM
Posted by The Team at Mindmatrix on 29 October 2015 08:53 AM

You can integrate Mindmatrix with your MS Dynamics CRM by using Internet Explorer and Mozilla Firefox.

Follow the below mentioned steps if you are using Internet Explorer.

Step 1: Click on “Internet Option” under the “Tools” tab

Step 2: Under the Security tab, click on “Custom level

Step 3: Under Miscellaneous ->Access data sources across domains, check the “Enable” radio button. Once done, click on “OK”.

Step 4: Login to your MS Dynamics account

Step 5: You will be directed to the main page after login.

 

 

Step 6: Click on the icon and then on “Settings”.

 

 

Step 7: Click on the “Customization” tab.

Step 8: Click on “Solutions”.

 

Step 9: Click on the “Import” button.

Step 10: Click on “Choose File”.

Step 11: Select the “AMP Solution” file saved in your computer & click on “OK”.

Step 12: Click on “Next” to proceed.

Step 13: Click on “Import”.

Step 14: Click on “Close”.

Step 15: Now click on the “Customizations” button.

Step 16: Click on “Customize the System”.

 

Step 17: Click on the arrow next to “Entities”.

Step 18: Double click on “AMP Login”.

 

Step 19: Check all the boxes under the “Areas that display this entity” section

Once done, click on “Save”  & then “Publish” at the top of the screen. After it has been published, close the window

Step 20: Under the “Sales” section, you will now find the AMP icon.

Step 21: Click on the AMP icon and then click on “New”.

 

Step 22: Click on the icon and then on “Marketing”.

 

Step 23: Click on “AMP Extensions

 

Step 24: Click on “New”.

Step 25: Fill in the login details and then click on “Save & Close”.

Step 26: You can view the user name after logging in.

Step 27: Click on the user name to view the AMP dashboard.

 

Adding “AMP Status” column to your Contacts & Leads section

Step 28: To add “AMP Status” column to you Contact & Leads section, click on the drop-down menu

Step 29: Click on “Settings”.

Step 30: Click on “Customizations”.

Step 31: Click on “Customize the System”.

Step 32: Click on the arrow next to “Entities

Step 33: Click on the arrow next to “Contact

Step 34: Click on “Views

Step 35: Double click on “My Active Contacts

Step 36: Click on “Add Columns

Step 37: Select “AMP Status” & click on “OK

Step 38: Click on “Save and Close

Step 39: Similarly, to add AMP Status to your Leads section scroll down and click on the arrow next to “Lead

Step 40: Click on “Views

Step 41: Double click on “My Open Leads

Step 42: Click on “Add Columns

Step 43: Select “AMP Status” & click on “OK

Step 44: Click on “Save and Close

Step 45: Click on “Publish All Customizations

Step 46: The AMP Status column has now been added to you Contacts….

Step 47: As well as your Leads section

 

Syncing your existing Dynamic Contacts with AMP

 

Step 48: Click on the icon and then click on “Marketing”.

Step 49: Click on “Contacts”.

Step 50: Under the contacts section, select the contacts that you wish to send to AMP.

Step 51: Select “Sync with AMP”.

Note: You can sync multiple contacts.

Step 52: You will receive a message of successful syncing with AMP.

To view the default recipient list in the CRM, select the user name and click on the “Edit” icon. You will be able to view “msdynamics” here.

 

Step 53: Go to AMP and click to expand “Connections” and then click on “Contacts”.

Step 54: You will now find your Dynamics contacts in AMP.

 

Synching your Dynamics Leads with AMP

 

Step 55: Under the “Marketing” section, click on “Leads”.

Step 56: Under the leads section, select the leads that you wish to send to AMP.

Step 57: Select “Sync with AMP”.

Note: You can sync multiple leads.

Step 58: You will receive a message of successful syncing with AMP.

To view the default recipient list in the CRM, select the user name and click on the “Edit” icon. You will be able to view the default recipient list “msdynamics” here.

Step 59: Go to AMP and click to expand “Connections” and then click on “Contacts”.

Step 60: You will now find your Dynamics leads in AMP.

Step 61: By default your leads/contacts also get added to a recipient list named “msdynamics” that gets created in case you have not selected any recipient list.

Note: As you create a new lead or a contact in Dynamics, it automatically gets updated in AMP’s “contact record” section. The information present in these five fields get reflected in AMP (First Name, Last Name, Email ID, Company Name and Business phone)

 

Step 62: If you wish to send a contact/lead to a particular recipient list in AMP, click on the name of the contact/lead.

Step 63: Select a recipient list created in AMP from the AMP Recipient List down-down menu

Once done, click on “Save & Close”.

Step 64: Your contact/lead has now been added to the recipient list of your choice

 

How to access AMP dashboard

Step 65: Click on the icon and click to expand “Marketing”. Then click on “Contacts”.

Step 66: You can view the AMP dashboard option here.

Step 67: If you click on any of the contacts, you will be unable to see the AMP dashboard option.

In this case, click on the “More Commands” icon and you will get a drop down list. In that you can view the AMP dashboard.

Step 68: You will be redirected to the AMP dashboard.

Note: You can view the dashboard in a similar manner in the Lead section also.

Step 69: If you click on “AMP Assets”, you will be redirected to the “Print Documents” page.

     

Step 70: If you click on “AMP Internal Playbook”, you will be redirected to the internal playbook of AMP.

  

       

Step 71: If you wish to view the status of a particular lead or contact, simply click on the name of the lead/contact.

 

Step 72: Scroll down to see the complete status of your leads/contacts

Sending emails, print, eBooks, web created in AMP via Dynamics CRM

 

Step 73: Click on the icon and click to expand “Marketing” and then click on “Leads”.

Step 74: If you wish to send an email, print, eBook, web created in AMP via Dynamics, select the contact/lead.

 

Step 75: Click on “More Commands

Step 76: Click on “Send AMP Email” to send an email.

Step 77: You will be redirected to send an email through AMP.

Step 78: Click on “Create AMP Sales Material” to create a new media of a print, eBook or web for the contact/lead.

Step 79: You will be redirected to Create Sales Material page.

Step 80: Click on “Manage AMP Sales Material” to send an already created media to the lead/contact.

Step 81: You will be redirected to Manage Sales Material page.

Step 82: To add contact to an existing drip in AMP, select “Nurture Campaign

Step 83: If you click on “add” the contact/lead will get added to the drip campaign and if you click on “remove” the contact/lead will get removed from the drip campaign.

 

Note: You can follow the same procedure for contact section.

How to import CRM Contacts to AMP

 

Step 84: Click on your username at the top of the screen

Step 85: Click on the “CRM Connectivity” button

Step 86: Click on “Login to Activate

Step 87: Enter your MS Dynamics login credentials & click on “Save

Step 88: You will receive a message saying “Account Connected” after clicking on “Save”.

CRM has now been synced with AMP account

 

Step 89: You can see the “Sync Time Interval” and “Map Fields” section.

Note:

  • You can only view “Map Fields” if you are a super admin.
  • Based on the approximate sync time the contacts will get synced from the CRM to AMP. If any new contacts are added to the CRM, it will get synced to AMP as per the sync interval selected.
  • You will be able to see the default mapped fields which can be changed as per your requirement. After selection, click on “Save”.

 

Step 90: You will receive a message for successful mapping of fields.

Note: Based on the mapping, the contacts will get synced to the AMP.

 

Sending your AMP contacts to Dynamics

 

Before you can send your AMP contacts to Dynamics, you need to sync your AMP with Dynamics CRM

Step 91: Click on your username at the top of the screen

Step 92: Click on the “CRM Connectivity” button

Step 93: Click on “Login to Activate

Step 94: Enter your MS Dynamics login credentials & click on “Save

Step 95: You will receive a message saying “Account Connected” after clicking on “Save”.

AMP has now been synced with your Dynamics account

 

Step 96: You can see “Map Fields” section.

Note:

  • You can only view “Map Fields” if you are a super admin.
  • You will be able to see the default mapped fields which can be changed as per your requirement. After selection, click on “Save”.

Step 97: You will receive a message for successful mapping of fields.

Step 98: Click to expand “Connections” and then click on “Contacts”.

Step 99: Click on the contact.

Step 100: Click on “Views” and then click on “Report”.

Step 101: Click on “Push To CRM”.

Note:

  • If there is a contact created in AMP which is pushed to the CRM, it will go to the Leads section.
  • If there is a Lead in the CRM which is pushed to AMP and later gets updated in AMP, the lead when later pushed to the CRM will go to the Leads section.
  • If there is a contact in CRM which is pushed to AMP and later gets updated in AMP, the contact when later pushed to the CRM will to the Contact section.

 

Step 102: You will now find you AMP contact under the lead section of Dynamics CRM

Step 103: Let’s say you wish to send all Contacts from AMP based on interest level to Dynamics section (CRM)

Step 104: Click to expand “Setup” and then click on “Lead Scoring”.

Step 105: Click on “CRM” and select “Hot” from the “CRM Push” drop-down menu.

Note:

  • The “Disabled” option is selected by default. If the option “Disabled” is selected, then you will be unable to push anything from the AMP to CRM.
  • If you select any CRM Push option, then the contacts having that interest level and interest level above that will be automatically pushed.
  • IF you select the CRM Push option for e.g. “Medium”, then the contacts having interest level “Medium” and the above that i.e. “High, Hot” will be automatically pushed.

 

Step 106: Once done, click on “Apply CRM Settings

Step 107: All your hot leads from AMP will now be pushed automatically to Dynamics Lead section.

Exporting your AMP “to-dos” to your Dynamics CRM account

 

Note:To-dos” can be exported only for contacts who are present both in AMP and Dynamics CRM.

Step 91: As a “To-do” gets created for any of your contacts/leads in AMP, the “to-do” automatically gets exported to the Dynamic CRM. In the AMP, you can view the to-dos in the To-do section of sales dashboard.

To view the To-dos in the Dynamic CRM

 

Step 1: Click on “Dashboards” and scroll down.

Step 2: On “My Activities” section, you can view the “Activity Status”.

Step 3: For closing the task from the AMP section, click on the check box. You will receive a message for marking the To-do as completed. Click on “Yes”.

Step 4: Click on the “Completed” tab. The contact that was marked to be closed will be striked out.

Note: Any changes made to the AMP section will reflect in the Dynamic CRM in 10 minutes (approximately) and the Dynamic CRM section will reflect “Closed” in the “Activity Status” section.

You have successfully exported your AMP “to-dos” to your Dynamics CRM account.

Note: Make sure to click "save" when updating a contact or lead in Dynamics to sync it with Mindmatrix.

Once your integration is setup, contacts and leads will be synced based on the time interval selected. If you would like to update a pre-existing contact with new values in the Dynamics CRM fields, update the information and make sure to click the "save" icon on the bottom right hand side of the window in Microsoft Dynamics. The save button is what triggers Mindmatrix to update that contact's information as well.

By default, Mindmatrix will not import any contacts or lead listed as "Do Not Allow" in the "Bulk Email" field. If you click the save button, it will import that contact manually, then will update their unsubscribe information on the next sync interval set during the integration in Mindmatrix.

 

 

Interested in learning more about Mindmatrix software? Join our email list to get the latest software release notes, videos and how-to articles.



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