Integrate your Microsoft Dynamics CRM to TAMI.
OTo setup your Dynamics integration all you need to do is:
1. Go to “Settings” in your TAMI account and select CRM setup.
2. Select the integration “Dynamics”
3. Accept the agreement.
4. Log into MS Dynamics.
5. Enter the Microsoft Dynamics URL.
6. Now setup your companies mapping preference by selecting to either export as a “Lead” or “Account/ Contact”
7. Complete the mapping between TAMI & Dynamics.
8. Go to “Industry mapping”
9. Map the according industry from TAMI to Salesforce.
10. You are now connected to Dynamcis and will have export capabilities.
*Dynamics will need to be configured from an App Admins account. This setup will then be mirrored in any additional users under that account. Additional users will also have to setup the connection. However, they do not need to edit the field mapping.
Configuring your export settings:
With your integration successfully connected, you can configure export preferences and limit the objects that can be exported. To Configure the integration please see the below steps:
From the “CRM Setup” page for the integration, select “Manage Field Mapping”:
From the “CRM Setup” page for the integration, select “Manage Field Mapping”:
2.Configure export type:
3. Select each Data type you want your users to be able to export to Salesforce.
4. Click Continue to “Review & Submit”:
5. To Save click “Submit”
Additional information:
Add or Remove Fields
Add fields by clicking Add Field at the bottom of the field list. Each field that you add must be mapped to a corresponding field in your integration:
Industry Mapping:
1. Select “Industry Mapping”:
2. Configure and map the relevant industry & sub industry to the relevant industry in Dynamics:
3. Hit “Save” to ensure any amendments are saved.
Users will now see Export to Dynamics as an option in search results, lists and within the company information tab.