Overview

The Profyle Card Dynamics 365 integration automatically creates Contacts, Companies and Leads within your Dynamics 365 account when an Introduction is made using any Profyle Card within your account.

The integration can be enabled by any admin within your account that also has the permissions required to enable integrations within your Dynamics 365 account.

Installation

1. Navigate to Integrations > Dynamics 365 Settings
2. Click “Authenticate Dynamics 365 Account” and follow the on-screen instructions.  You may be asked to select a Dynamics 365 account and to accept permissions for the integration to create and search for Contacts, Companies (Accounts) and Leads within your account.

After connecting your Dynamics 365 account, you can test the integration by clicking the “Create Test Contact” button and then checking the Dynamics 365 integration Logs (View Logs) to ensure the records were created successfully.  Please contact the Profyle Card support team if you are experiencing any errors.

Creating Leads instead of Contacts and Companies

If you prefer, you can choose to have new Introductions created as Leads instead of Contacts and Companies.

Usage

Once the integration is authenticated with your Dynamics 365 account, Contacts and Companies will automatically be created when an Introduction is made using any Profyle Card within your account. Before a Contact is created, we will see if the contact already exists in your Dynamics 365 account (by email address) to avoid creating duplicates. If an existing contact is found, any notes of the introduction are added to the existing Contact.

Notes

When a contact record is added, a note is also added to the contact including any notes made as part of the introduction, the name and location of the event they were met at (if available) as well as any custom consents that were collected.

Assigning Dynamics 365 owners to created Contacts and Leads

Owners can be automatically assigned to Contacts and Leads created from Profyle Card introductions, for example to automatically assign them to the same Profyle Card owner as your CRM, or someone else in your Business Development team.

To do this, you’ll need to know the unique Dynamics Owner ID.  Please consult the Dynamics 365 documentation for more information on this.

Once you know the Owner ID you’d like to associate with Introductions made by a Profyle, go to the Person details from within “People” and enter the Dynamics 365 Contact Owner ID into the “External CRM ID” field which you can find within the “Advanced” section.