Note: This integration is read-only, meaning SalesScreen will only retrieve data from Dynamics 365. You need admin privileges in both SalesScreen and Dynamics 365 to carry out this approach.


Prerequisites

There are two prerequisites for integrating SalesScreen with Dynamics CRM Online. The first one is that you need to have a SalesScreen Pro or Enterprise subscription, and the second is that you need to have a Dynamics CRM Online subscription.


In SalesScreen

To initialize the integration between the two systems, simply sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.

Once there, go to Integrations and click on Integrate for Microsoft Dynamics CRM Online.

You'll be presented with a 3-step wizard to set up the integration.


Step 1 - Create API User [Optional]

The integration must be authorized by a Dynamics user that has the necessary privileges to allow SalesScreen to retrieve data across the Dynamics organization.

You can create an ad-hoc user account in Dynamics to serve as the API-user, or simply utilize an existing system administrator account.


Step 2 - Provide URI

In this step, you must provide your Dynamics 365 Online CRM URL. This article describes where to find it.


Step 3 - Integrate

The third and final step requires you to sign in to your Dynamics organization with an administrator user (or API-user described in Step 1). We suggest that you sign out of any Dynamics accounts beforehand, so that you can sign in with the desired user account when carrying out the authentication and authorization process.

Click on Integrate, and you'll be asked to sign in to Dynamics 355 (if not already signed in). Upon successful authentication, you can authorize SalesScreen to access your Dynamics data on behalf of your organization.



After Successful Authentication

Import Dynamics Users [Optional]

If the authorization process is successful, you'll be presented with a list of your current Dynamics users. You can choose to import Dynamics  users to SalesScreen, or map existing SalesScreen users to their Dynamics accounts. You can skip this step by clicking Continue to workflows.

Importing of users will create SalesScreen accounts for them, where they will be mapped (connected) to their corresponding Dynamics accounts. Simply check the user(s) in the list and click Add Users.

Mapping of existing users lets you connect a Dynamics user to an existing SalesScreen user due to their email or name being identical. Click on Map Existing and confirm the process.

The bottom line is, SalesScreen users must be mapped to their corresponding Dynamics user accounts in order to be credited with their Dynamics activities. They must also be part of a SalesScreen team (which happens automatically when importing users).


Activate Workflows [Optional]

The next step gives you the option to activate one or more workflow suggestions, presented in a list including descriptions. A workflow dictates what type of data should be retrieved from Dynamics and visualized in SalesScreen. With active workflows. SalesScreen will retrieve the new or modified data from Dynamics on fixed intervals.

Simply check one or more workflows from the list and click on Activate. Finally, you can click on Continue to dashboard.

The integration dashboard, showing two active workflows.

NOTE: Workflows can be modified, paused/resumed and terminated at will from the Dynamics integration dashboard. The integration can also be terminated as a whole from there. Furthermore, Dynamics users can be imported/mapped as you go, and workflows can be created from scratch.

The dashboard can be found by navigating to Manage > Settings > Integrations > Dynamics or by going to this link:
https://app.salesscreen.com/#/integrations/dynamics/overview/workflows

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