The following steps are required to setup the Microsoft Dynamics integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Form Creation
1. Create a New Form. Make a new section and import the following Lead/Form fields.
| Field Name | Field Key | Field Type | Required/Optional | Description* |
| First Name | firstName | Lead Field - First Name | Required* | First Name of customer |
| Last Name | lastName | Lead Field - Last Name | Required* | Last Name of customer |
| Phone | phonePrimary | Lead Field - Phone | Optional | Phone of customer |
| Mobile Phone | mobilePhone | Form Field - Mobile Phone | Optional | Mobile Phone of customer |
| Lead Field - Email | Optional | Email of customer | ||
| Company Name | companyName | Form Field - Company Name | Optional | Company Name of customer |
| Job Title | jobTitle | Form Field - Job Title | Optional | Job Title of customer |
| Website | website | Form Field - Website | Optional | Website of customer |
| Street Address | street1 | Lead Field - Street Address | Optional | Street Address of customer |
| Street 2 | street2 | Form Field - Street 2 | Optional | Street 2 of customer |
| Street 3 | street3 | Form Field - Street 3 | Optional | Street 3 of customer |
| City | city | Lead Field - City | Optional | City of customer |
| State | state | Lead Field - State | Optional | State of customer |
| Postal Code | postalCode | Lead Field - Postal Code | Optional | Postal Code of customer |
| Country/Region | countryRegion | Form Field - Country/Region | Optional | Country/Region of customer |
| Account Name | accountName | Form Field - Account Name | Required* | Account Name of customer (If using Accounts and Opportunities, optional if only using Leads) |
| Topic | topic | Form Field - Topic | Required* | Used for topic of a lead or opportunity(topic of a lead if using leads, topic of an opportunity if using opportunities) |
Example:
Note: First Name, Last Name, and Topic are required. Account Name is optional if using Leads.
- Turn on Custom Form Responses
4. Click on “Publish” Button and confirm.
Part 2: Configure Microsoft Dynamics Integration
- Navigate to the Marketplace under "Integrations". (Must have admin access)
- Select the Microsoft Dynamics Integration Card
*Image Placeholder*
- Navigate to the "Configuration" tab and click "Enable"
- Sign into Microsoft Dynamics with your Microsoft Dynamics account.
- Select your form created in step one.
- Select if you want Leads created or Accounts (Opportunities attach to Accounts).
- Select "Finish" and your integration is set up!
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your Microsoft Dynamics integration should now be live and allow you to create leads in Microsoft Dynamics through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.