Learn how to connect your Microsoft Dynamics data to Crossbeam.
In this article:
Before You Begin
Before connecting Microsoft Dynamics to Crossbeam, make sure the following requirements are met:
Admin Setup Required
A Microsoft Dynamics admin must complete the initial connection. Company admins should go to admin.microsoft.com to assign the correct permissions to the user setting up the integration.
The assigned user must have:
A Microsoft Dynamics 365 license
Read access to the following objects:
Leads
Accounts
Contacts
Opportunities
Access level: Basic or higher
API permissions, including the ability to:
Generate access tokens
Generate refresh tokens
API view and configuration permissions enabled
If these permissions are not set correctly, the sync will fail or behave unexpectedly.
Once setup is complete and the connection is authorized, you'll be prompted to begin syncing your data into Crossbeam.
Connect your Data Source
From the navigation menu, click on Data and select Data Sources from the dropdown options
Scroll down and click Microsoft Dynamics
Click Connect Microsoft Dynamics to confirm that you would like to create a Microsoft Dynamics connection
Sign in to your Microsoft Dynamics instance
After authentication, Crossbeam will begin preparing the connection
Sync Data Options
Once Microsoft Dynamics is connected to Crossbeam, choose from the following sync options:
Recommended: the best option for unlocking value from our full range of features
Custom: Define a custom select of your data
Hover over each option to see the field names.
After selecting your syncing option you will be prompted to review the fields. You can click Sync Now or Customize within all three options.
How to Customize Sync Fields
How to Customize Sync Fields:
From the Review Fields modal, click Customize
In the next window, expand any table under All Data by clicking the drop-down arrow, or use the search bar to locate specific fields
Select or deselect any of the fields to customize your data
You can also click the Toggle button to turn entire tables on or off
Click Review Fields, then select Sync Now to complete the connection
Or click Go Back to edit your changes before completing the sync
Data Presets
Data Presets allow you to quickly add data that corresponds to direct use cases and Crossbeam functionality. After clicking the Customize button, Data Presets are located on the left side, highlighted in blue:
Account Mapping: Compare your data with partners to identify overlapping prospects, opportunities, and customers | Pipeline Map: Accelerate opportunities and forecast revenue more accurately with more visibility into your partner's pipeline |
Co-Market: Target overlapping prospects, opportunities, and customers for your better together stories and integration outreach | Co-Sell: Use your partner ecosystem to surface pre-vetted overlapping accounts that can shorten sales cycles and increase opportunity sizes |
Hover over the options to see the list of fields required.
After customizing your syncing option, click on Review fields. Confirm the sync by clicking on, Sync Now.
Adjust Settings
On the Data Sources workspace, hover over the three dots at the end of the Microsoft Dynamics row to reveal the Settings button.
Click on Settings to:
View Connection Status and Details: Check the connection status, error messages, and reauthorization requirements
Reauthorization may be needed if user access or permissions have changed, and any errors will display here when available
Adjust Data Sync Frequency: Use the Update Frequency dropdown to select how often Crossbeam syncs with Pipedrive
Edit Data Sync: Click Edit Data Sync to open the Customize pop-up, allowing you to add or remove specific fields
Remove Data Source: Select Remove Data Source to disconnect Pipedrive from Crossbeam
🔗 Helpful Resources
For more information on assigning roles in Microsoft Dynamics, check out this helpful resource here.