Microsoft Dynamics CRM

iCapture can send all your captured data directly to Microsoft Dynamics CRM. With our integration, you have the option to send data as a Contact or Lead. You also have the option to create new or update an existing based on email address.

Supported versions: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016.
Any Dynamics CRM 2013 or older is not compatible.

When using one of the iCapture integrations there are 2 distinct steps that must be done.

  • Step 1 - You must create your integration so iCapture can communicate with your email or CRM service. This step only needs to be done once in your iCapture account unless you delete it.
  • Step 2 - You must then make the list assignment in each of the questionnaires that will be using the integration and map your data fields to ensure the data is sent over in the correct format.

Documentation is provided below for your specific integration.

Articles

iCapture + Microsoft Dynamics CRM
Quickly authenticate your Microsoft Dynamics CRM account to your iCapture account and let the leads flow! iCapture's advanced integration with Microsoft Dynamics CRM allows you to funnel your incoming leads into either the CO...
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 sen...
Sending Data to your Microsoft Dynamics CRM integration
In order for iCapture to communicate with your Microsoft Dynamics CRM account, you must first create an integration. The integration allows iCapture to send the data over to your 3rd party tool behind the scenes without any user intervention. This ...