Creating your Microsoft Dynamics CRM

iCapture's MS dynamics integration is supported on the following versions

  • Dynamics 365 (online)
  • Dynamics 365 (on-premises)
  • Dynamics CRM 2016
  • Dynamics CRM Online

If you want to have all captures automatically sent to Microsoft Dynamics CRM, you'll need to take the following steps to setup the initial integration.

  1. Log in to your Back Office
  2. Click "Manage Account" at the top right
  3. Click "My Integrations"
  4. Click on "Click Here to Setup a New Integration"
  5. Name the Integration Account and select "Microsoft Dynamics CRM" in the "Select Your Integration/Service Provider".
  6. Enter your Microsoft Dynamics CRM online Domain name.  EX:  mycompany.crm.dynamics.com
  7. Click "Submit and Continue".  Then 
  8. On the Microsoft Dynamics CRM website login with your username and password
  9. Follow the remaining directions on the screen.  (See images below for comparison)

Now that the integration has been created, you must now set your list assignment and map your data in order for your data to been sent to your email marketing, CRM or Marketing Automation Platform.

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In My Integrations, name your MS Dynamics integration and select MS Dynamics from the list.  Enter your MS Dynamics domain name supplied by your Microsoft Dynamics CRM account.

Click the link to proceed to the MS Dynamics login site.

Login to your MS Dynamics account to give permission to Sync with iCapture.

Once permission is complete, you can now setup your questionnaires to send the captures data.