Microsoft Dynamics CRM

What You'll Learn


Dynamics integration basics

How to setup the Dynamics integration

What the Dynamics integration can do

Which dynamic lists are created from the integration

Navigating the sync errors page

Dynamics Integration Basics

Net-Results provides a “native” (built-in) integration with Dynamics. This integration is available at no additional charge! Setup is straightforward and easy, but first let’s cover a few of the basics.

Supported Versions

  • Dynamics 4.0 – if you are using this version, you will not have the capability of syncing Marketing Lists to Net-Results.
  • Dynamics 2011
  • Dynamics 2013
  • Dynamics 2015
  • Dynamics 2016
  • Dynamics 365

Where Can I Find the Installation Package?

Typically, your Customer Success Team will have that ready for you during your initial onboarding session. If you have not received the package, please email us at support@net-results.com and we will get it over to you ASAP!

How Often Does My Data Sync to Net-Results?

Great question! The data from your Dynamics instance syncs to Net-Results automatically every hour. There are a few things to know about these syncs.

  • We refer to the automatic sync as the Down Sync. 
  • Down Syncs occur every hour, and are a differential sync of all standard + custom fields that are mapped from the CRM to Net-Results.
    • A Differential Sync is a sync of any data that has been newly created, or modified within the last hour. 

How Can I Push All Data to Net-Results?

To sync all of your data to Net-Results and not just the differential, you will need to trigger what we call a Full Sync. This can be done from the Integration Setup page within your Net-Results account. A few things to note about Full Syncs:

  • Full Syncs must be triggered manually and they are a complete sync of all data from standard and custom fields that are mapped from the CRM to Net-Results.
  • Full Syncs take much, much longer than a down sync. Depending on the amount of data, they can sometimes take a few days.
  • During a full sync, no down syncs will run for your account. 
  • Full Syncs should only be triggered when the integration is first created and then only when absolutely necessary. 

When Does Net-Results Push Data to Dynamics?

Only when you explicitly tell us to do so! There are a few ways you can do that:

  • Form Actions – Sync to Dynamics.

  • Sync Settings:
    • If the prospect is new, you can choose to create them as a Contact or a Lead in your CRM.
    • If the prospect already exists in your CRM, you can choose to either retain the owner/lead source, or update the lead owner/lead source.
    • For new prospect OR IF YOU ARE updating the lead owner/lead source, you can choose who to set the owner to as well as the lead source
    • Scheduling a Task (or “activity” in Dynamics)
      • Choose the Subject
      • Choose the Status
      • Choose the Priority
      • Choose the Due Date
      • Add any Comments
  • Choose whether to use the current owner as the task owner
    • If current owner is a queue or assignment rule, or if changing from current owner
  • Campaign Action – Sync To Dynamics

  • Sync Settings:
    • If the prospect is new, you can choose to create them as a Contact or a Lead in your CRM.
    • If the prospect already exists in your CRM, you can choose to either retain the owner/lead source, or update the lead owner/lead source.
    • For new prospect OR IF YOU ARE updating the lead owner/lead source, you can choose who to set the owner to as well as the lead source
    • Scheduling a Task (or “activity” in Dynamics)
      • Choose the Subject
      • Choose the Status
      • Choose the Priority
      • Choose the Due Date
      • Add any Comments
      • Choose whether to use the current owner as the task owner
        • If current owner is a queue or assignment rule, or if changing from current owner
  • Contact Detail Page “Save and Sync to Dynamics”
    • Making a manual edit to a contact and what that change reflected in Dynamics? Just hit Save and Sync To Dynamics and that data will be pushed to Dynamics immediately!

There is ONE exception to this, which you can choose to turn off or leave on via the Integration Setup page.

  • When a lead score changes!! 
    • Yes, when a lead score is updated we sync that information back to your Dynamics instance. When a lead score is changed, we sync all information about the contact + the lead score back to your Dynamics instance
    • There is a setting on the CRM integration setup page that allows you to turn this off.  
    • It is the checkbox with: Sync Only The Lead Score On A Lead Score Change. Meaning, we will only sync the lead score when it changes & not the whole contact/lead record.

Integration Setup

Setting up the Dynamics and Net-Results integration is straightforward and easy. You’ll need to have a few credentials handy + the installation package.

Credentials Required

  • Dynamics Location (On Premise or Online)
  • AccessURL
  • Discovery Service URL
  • Organization Unique Name
  • Dynamics Username – this needs to be a user with read access on users & read/write access on other modules.
  • Dynamics Password

Navigating the Integration Setup Page

To get to the Dynamics integration setup page, you’ll need to navigate to your email in the right hand corner -> Integration Settings -> Dynamics -> Dynamics Integration Setup.

From there, you’ll see everything you need! For quick reference, we’ve defined everything you’ll see on that page below:

  • “Syncs Enabled” Checkbox – must be checked in order for syncs to occur.
  • There is an area where you can choose who gets notifications when a Full Sync is complete and also any Error Notifications.
  • “When syncing Contacts/Leads from Dynamics, only sync records that have email addresses” Checkbox – an optional checkbox.
  • “Allow Dynamics to Write Empty Fields to Net-Results” Checkbox – an optional checkbox.
    • Giving sugar the ability to “blank out” fields in Net-Results.
    • E.g in Net-Results, my contact has a custom field of “favorite dog” with a value of “Pug. In CRM, that field is blank. My contact record is modified & on the next down sync, the “favorite dog” field is “blanked out” because the “favorite dog” field is blank in CRM.
  • “Allow Net-Results to Write Empty Fields to Dynamics” Checkbox – an optional checkbox.
    • Same stuff as above, just the opposite direction.
  • “Sync Lead Score Changes to Dynamics” Checkbox – an optional checkbox.
  • “Sync Only The Lead Score On A Lead Score Change” Checkbox – an optional checkbox.
    • Only the lead score will be updated when a contacts lead score is changed. Without this box checked, all mapped information about that contact will be synced.
  • “Do Not Sync Inactive Items” checkbox – an optional checkbox.
  • “Sync Marketing Lists from Dynamics to Net-Results checkbox”
  • “Default Last Name” For contacts/leads that do not have a Last Name. Last name is required and this prevents any sync errors.
  • “Default Account Name” For contacts/leads that do not have an Account. Account is required and this prevents any sync errors.

Setup Directions

Once you have installed the Dynamics Installation package, you’ll need to follow these easy steps to get everything up and running!

  • Install the solution into Dynamics
    • Log into Microsoft Dynamics. Navigate to Settings → Solutions → Import
    • Browse to the location you saved the solution .zip file and double click the .zip file
    • On the next screen click the Next button
    • On the next screen click the Import button
    • A progression window will be displayed, when it finishes click the Close button
    • Now the solution should be visible indicating it was installed
  • Enter Net-Results usernames and password into Dynamics
    • Log into Microsoft Dynamics. Navigate to Settings → Security → Users
      • If you are using Microsoft Dynamics 2013 or earlier the Navigation is Settings → Administration → Users
    • Click on your user record to edit
    • Scroll to the bottom of the page and expand the Net-Results Credentials area
    • Enter your Net-Results username and password
    • Save the changes
  • Setup the integration within Net-Results
    • Log into Microsoft Dynamics. Navigate to Settings → Customizations → Developer Resources
    • Gather the “Organization’s Unique Name”
    • Gather the “Discovery Service” URL by clicking the link and copy the URL from the address bar
    • Log into Net-Results and navigate to Account (top right of the screen) → Integration Settings → Dynamics Integration
      • Select the Version and LocationIf the location is “On-Premise”, your user’s active directory domain will be needed
      • “On-Premise” instances must be setup with Dynamics IFD (Internet Facing Deployment) through ADFS (Active Directory Federated Services)
    • Enter the Organization’s Unique Name and Discovery Service URL
    • Enter your username, password and any Notification Recipients
    • Click the Save button and a testing pop-up will be displayed
    • The green indicator means the test was successful
    • The red indicator means the test was unsuccessful. Verify the information entered and try again

In Dynamics, test that the integration is working by navigating to FunnelVision through the Sales tab.

Which Dynamic Lists Are Created?

When you initiate the integration, a few Dynamic Lists are going to be created in your Net-Results instance. Dynamic Lists are lists that will be updated on every down sync!

The lists are named using the same syntax, as an example, here is the name of a list that is for a Lead Industry: Dynamics:Lead:Industry:Technology. If you navigate to the My Lists page (Contacts and Accounts -> Lists -> My Lists) you can search for “Dynamics” and see all the lists created!

  • Lists Created From Integration:
    • Dynamics Contacts – a list that contains all of the records from your Dynamics instance that are contacts. 
    • Dynamics Leads – a list that contains all of the records from your Dynamics instance that are leads. 
    • Account Industry Lists – a list will be created for each Account Industry that is leveraged in your Dynamics Instance.
    • Account Relationship Lists – a list will be created for each Account Relationship that is leveraged in your Dynamics Instance.
    • Account Category Lists – a list will be created for each Account Category that is leveraged in your Dynamics Instance.
    • Lead Source Lists – a list will be created for each Lead Lead Source that is leveraged in your Dynamics Instance.
    • Lead Industry Lists – a list will be created for each Lead Industry that is leveraged in your Dynamics Instance.
    • Lead Status Lists – a list will be created for each Lead Status that is leveraged in your Dynamics Instance.
    • Opportunity Lists – a list will be created for each Opportunity that is leveraged in your Dynamics Instance.

Navigating the Sync Errors Page

The Sync Errors page is located under Integration Settings. On the Sync Errors page there are a few columns to note.

  • Direction
    • Download to Net-Results (shows a down arrow icon)
    • Upload to CRM (shows an up arrow icon)
  • Error Column
    • Dynamics Error
    • Duplicate User
    • Invalid Email
    • Invalid User
    • Invalid Account
    • Required Field
    • Invalid Value
    • Invalid Role
    • Invalid Login
  • Entity
    • Dynamics User
    • Dynamics Contact
    • Dynamics Lead
    • Dynamics Account
    • Dynamics Opportunity
    • Dynamics Campaign
    • Dynamics Task
  • Who
    • Will show you who the error is actually happening with.
  • Description
    • Describes the nature of the error.
  • Date/Time
    • Specific date/time it happened.
  • Dismiss
    • This removes this error from the view on the Errors page.

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