Microsoft Dynamics CRM connector (CMS 11)

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The Optimizely Digital Experience Platform (DXP) contains many features to support you in your daily work. Depending on how your solution is set up, some features described in this documentation may not be available. 

The Microsoft Dynamics CRM® connector add-on automatically exports form data from your website to your Microsoft Dynamics CRM account database by mapping Optimizely form fields to Microsoft Dynamics CRM database fields. For information about other database connector add-ons, see Marketing Automation.

Set up Optimizely forms with Microsoft Dynamics CRM

The Forms Marketing Automation Integration (MAI) connector lets you connect Optimizely form fields to a Microsoft Dynamics CRM database. See also: Marketing Automation.

A developer must install the Forms Marketing Automation and Microsoft Dynamics CRM connectors. 

  1. In the Optimizely Content Management System (CMS) admin view, select  Config > Tool Settings > Microsoft Dynamics CRM. The Microsoft Dynamics CRM settings screen appears.

    Image: Configuring the Microsoft Dynamics CRM connector

    You can have multiple instances of the same connector. For example, suppose you have marketing teams in separate regions. In that case, you can have more than one Microsoft Dynamics CRM connector, such as Microsoft Dynamics CRM - Europe, Microsoft Dynamics CRM - US, and Microsoft Dynamics CRM - APAC. Click Add Connector to add another instance.

  2. Enter the Connector Name, User Name, Password, Application Id, and CRM Address associated with your Microsoft Dynamics CRM account.

    To get the Application Id, first register an app using the instructions in Register an App with an Azure Active Directory.

  3. For Multiple submissions in same session, select Create new entity or Update previously created entity.
  4. Click Save.
  5. Create a form on a page.
  6. Click All Properties on the form.
  7. Open the Mappings tab.
  8. Select the database to which you map the form fields from the MA System Database drop-down list.

    Image: Select the database

  9. Click Publish.
  10. On the form, select Edit from a form field's context menu.
  11. Open the Extra field mappings tab. The database option that you selected earlier displays.
  12. Enable the database option and open the associated drop-down list to see the available fields. For example, if your form has a Text field that was configured to capture a name:
    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select LastName from the drop-down list to map the Microsoft Dynamics CRM database field to the Name field on the form.

    Image: Mapping a Microsoft Dynamics CRM database field to a form field

  13. Repeat steps 8 through 10 for as many fields as you want to map.
  14. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, and then go to your Microsoft Dynamics CRM provider to verify that the user is added to the Microsoft Dynamics CRM database.

Retrieve contact data

When a visitor submits the form, the data is sent to Microsoft Dynamics CRM. To see who submitted the form, go to your Microsoft Dynamics CRM account, open the Sales menu, and choose Lead, Account, or Contact.

Personalize the form using a block

You can personalize a form to show only to a selected group of people. For more information about creating a visitor group and displaying information based on a visitor group, see Audiences.

  1. From the context menu on the form on the page, select Personalize. The Large content area dialog box appears.

    Image: Personalize Microsoft Dynamics form

  2. Click Everyone and select a visitor group from the list. The following image shows personalizing the form to show only for people in the VIP visitor group.

    Image: Personalize Microsoft Dynamics form

To create a visitor group for a Microsoft Dynamics CRM form, see Create a visitor group for an MAI connector form.