Microsoft Dynamics 365 Integration

02 October 2017 by

Leadfeeder has launched another CRM integration, this time for Microsoft Dynamics 365 (now known as Dynamics 365 Customer Engagement). Salespeople can see in Dynamics 365 what prospects and existing customers are doing on their website and Leadfeeder shows which website visitors are in Dynamics 365.

This makes it easier to reach out at the right time with the right message to convert leads and help customers.

Leadfeeder integrates with Microsoft Dynamics 365 Customer Engagement. Image from Leadfeeder app showing integration.

Highlights of the Dynamics 365 integration:

  • Leadfeeder will automatically display visiting companies that are connected to Leads or Accounts in Dynamics. Their related opportunities and tasks will also be shown in Leadfeeder.
  • With your own personal feed in Leadfeeder you will be able to track what your personal Dynamics 365 Leads, Accounts and Opportunities do on your website.
  • When you see interesting website activity by a Lead or Account you will be able to create a new task or opportunity straight from Leadfeeder.

The nuts and bolts of the integration for MS Dynamics 365

The purpose of the Dynamics integration is to give salespeople better visibility about what prospects and clients are looking at online. Knowing what targets are doing on company product pages, when and for how long enables salespeople to be more efficient and targeted in their sales work.

The Leadfeeder integration for Dynamics 365 is for Premium and Premium trial users of Leadfeeder (plans and pricing) and the Dynamics integration means that Leadfeeder users can:

  1. Connect Leadfeeder leads to Dynamics 365 leads or accounts.
  2. Connect Leadfeeder leads to a new Dynamics lead or account created from Leadfeeder.
  3. Set the owner of new Dynamics 365 accounts in Leadfeeder.
  4. Create new tasks and opportunities for leads/accounts from the Leadfeeder interface.
  5. Instantly see if CRM records exist for website leads.

What happens after the integration is complete?

A little below we outline the basic technical steps required to connect Leadfeeder to Dynamics 365, but what happens when that’s complete and you’re itching to get going? We’ll show in this section:

1. Automatic matching, indicated by orange badge in Leadfeeder

Orange badge in Leadfeeder showing company is connected to Dynamics CRM

Firstly, Leadfeeder will run through the list of companies that have visited your website and look for companies that match accounts/leads in your CRM.

Leadfeeder will connect these companies to your CRM to make it easier for you to get website visits details sent automatically by Leadfeeder to your CRM. By automatically matching, Leadfeeder makes it easy for you to take actions, like create tasks or opportunities, from inside the Leadfeeder app.

When a company is connected you will see an orange badge marked ‘Dynamics 365’ (see image at the start of this post).

This automatic matching is a huge plus because it means you don’t have to spend lots of time manually connecting companies to your CRM one by one.

2. Website visits sent automatically to Dynamics 365 CRM

Visits to your website can be automatically sent to your Dynamics CRM

When a company is connected to your CRM automatically you can choose whether to ‘Send visits to Dynamics’. By ticking the checkbox (shown above) it tells Leadfeeder to send information about that company’s website visits to your CRM.

Most CRM users of Leadfeeder tick this box because web intelligence like this is vital for understanding the intentions of new business opportunities, existing leads and current clients.

3. Visit details visible in Dynamics 365

Once you have integrated Dynamics and Leadfeeder, and you have made the configuration (detailed in this short support article) for Accounts, Leads and Opportunities you will be able to see two new fields in Dynamics:

  • View in Leadfeeder
  • Latest Leadfeeder Visit

Account in MS Dynamics 365 with two new fields

If you scroll down you will be able to see in the configured tab the visits the client has made to your website by clicking ‘Leadfeeder visits’.

Leadfeeder visits showing in Microsoft Dynamics 365

Finally, to see the page views in one particular visit, click on the arrow in the top navigation bar and choose Leadfeeder Visit Pageviews, as shown below. More details will open up, here showing that the visit was to Leadfeeder’s homepage.

How to see invididual page visits in Dynamics

4. Tasks and opportunities for account/lead visible in Leadfeeder

Once a company in Leadfeeder has been connected with a lead/account in Dynamics you will be able to see its tasks and/or opportunities inside Leadfeeder.

Tasks and opportunities shown in Leadfeeder

You will also be able to create new opportunities and new tasks directly from inside Leadfeeder, choose the subject, select due date, choose owner, pick priority and choose the status.

When you create a new task or opportunity for Dynamics in Leadfeeder it looks like this

Create feed in Leadfeeder to see only your own leads or accounts with open status (plus many other filters)

As we mentioned at the top of this article, with your own personal feed in Leadfeeder you will be able to track what your personal Dynamics 365 leads/accounts do on your website. There are also other powerful filters you can use as a salesperson.

GIF showing how to create a custom feed in Leadfeeder

screen shot showing how to create a feed by account owner

Here are all the CRM filters that are available:

  • All companies connected to Dynamics 365
  • A Dynamics account created from Leadfeeder
  • CRM account owner
  • Leads that were created in Leadfeeder
  • CRM lead owner
  • CRM opportunities that were created in Leadfeeder
  • CRM opportunity owner
  • CRM opportunity stage
  • CRM opportunity status

Many companies will combine filters e.g. CRM account owner is Peter / CRM opportunity status is open and subscribe to email alerts so they know when an account has been on their website.

How do you connect Leadfeeder to Dynamics 365?

To connect Dynamics 365 CRM you need Admin privileges for the Dynamics 365 account. Navigate to integrations.leadfeeder.com and select your website for the integration. You will be taken to a screen with a button to authorize the integration, as shown below.

Screen shot from Leadfeeder showing where to authorize the Dynamics integration

Once you’ve done that you should configure the integration, which is simple and doesn’t take long.

How is the integration helping existing users?

Jan Lambæk Hansen, Marketing Lead, Accobat - Business Intelligence and Consulting “The Dynamics CRM integration saves us a bundle of time. With it, my team is now able to add new leads, tasks and sales opportunities directly in the smooth-looking and user friendly interface of Leadfeeder. In addition, the sales team get notified and can add more info on the lead inside CRM where they also get info from Leadfeeder regarding latest visits on our site. The integration has boosted morale in general in sales and improved data governance in CRM.”

Tuomas Malme, Development Manager, Midpointed Oy “We’re using the Leadfeeder Dynamics 365 integration for ourselves and showing our customers how to use it. It has really improved our lead generation and lead management significantly, because we can automate the flow of sales intelligence, like website visits, to our sales team in the CRM. Leadfeeder automatically runs through our Dynamics 365 data and shows which companies visiting our website are in our CRM. Knowing what leads and accounts are doing online is insight we never had before now and it’s massive for us!”

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