Note: You need admin privileges in both SalesScreen and Dynamics to carry out this approach.
The manual approach of synchronizing users from Dynamics to SalesScreen is also the default approach. This gives you full control over which users in your organization should be granted SalesScreen accounts. You will explicitly have to create user accounts in SalesScreen and map them to the corresponding Dynamics user accounts.
Note that this procedure requires a few "manual" steps to be carried out every time you want to synchronize a Dynamics user account with a SalesScreen user account.
Step 1 — Make sure correct setting is enabled (Optional)
We recommend that you follow this step if you want to make sure that you'll always have full control over which Dynamics users get synchronized to SalesScreen. Otherwise, skip to Step 2.
Navigate to the Dynamics integration dashboard, as seen in the images below, where your integration with Dynamics should already be initialized. If not, follow the 3-step process to initialize the integration.
Manage > Settings > Integrations > Manage Microsoft Dynamics
In the Dynamics integration dashboard, the Automatically sync users setting should be disabled - as seen in the following image.
Step 2 — Find the Dynamics user ID
Sign in to Dynamics 365 and navigate to Settings > Security.
Click on Users.
Choose Export to Excel > Open in Excel Online.
An Excel sheet, listing all users, is displayed.
Right-click on one of the column headers (e.g., D) and choose Unhide Columns from dropdown menu.
This action will display columns A, B and C, which were previously hidden. Notice that column A contains the unique identifiers of the users.
Find and note the User ID value of the user(s) you want synchronized to SalesScreen. This value is important for Step 4.
Step 3 — Create a new SalesScreen user
- If the user account already exists in SalesScreen, skip to Step 4.
- A user's data that he/she logs in Dynamics will not show up in SalesScreen, unless the corresponding SalesScreen user has been placed on a Team.
Follow these directions on how to create a new user account in SalesScreen.
Step 4 — Map SalesScreen and Dynamics user accounts
Follow these directions to map the SalesScreen user to the Dynamics user.