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Microsoft Dynamics CRM Integration Guide

Overview

 

 

While Zift123 can be deployed independently, integrating it with your existing infrastructure can enhance the impact and value of the total solution. To streamline integration, Zift123 has prebuilt connectors to many third-party CRMs including  Salesforce, Microsoft Dynamics, Zoho, Sage CRM, and SugarCRM.

How does the connection between Microsoft Dynamics and Zift123 work?

  • The Microsoft Dynamics CRM allows users to accept or reject leads directly within the CRM.
  • Distributed leads will sync with the Microsoft Dynamics CRM whether or not they have been accepted in Zift123 or within the notification email.
  • Distributed leads will sync with the Microsoft Dynamics CRM almost immediately after being distributed by the supplier. Other data will update nightly.
  • If the Microsoft Dynamics CRM is connected to Zift, and lead distribution is selected with CRM settings, the default lead owners will still continue to receive lead notification emails.

We recommend that suppliers choose a single method of lead management - email, Zift123, or CRM.

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Access Credentials Complete Zift123 Settings Turn the Integration ON

Prerequisites

You should be familiar with the following topics before continuing:

 Access Microsoft Dynamics Credentials and other Microsoft Dynamics Set Up

Access your Microsoft Dynamics CRM credentials, configure Microsoft Dynamics to accept leads from Zift123. The integration cannot be completed without the credentials. 

Complete the Zift123 Settings and other Zift123 Set Up

Complete General, CRM Connection Settings, and Usage Profile for Microsoft Dynamics CRM in Zift123. You may also need to refer to the CRM Status Mapping Summary.

Turn the Integration ON in CRM Settings.

After all the settings for Microsoft Dynamics and Zift123 are complete. test and turn the integration ON.  

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