In this article, you will learn about CRM integrations in general, and about how to set up the Dynamics CRM integration, in particular.
About CRM integrations in KADO
Bidirectional integration for contacts and notes
- Any new contact created in KADO will be automatically pushed to the CRM, unless marked as private by the user
- Any new note created in KADO will be automatically pushed to the CRM, unless marked as private by the user
- Contacts and notes existing in the CRM will also be imported into KADO, with the aim of avoiding duplicities
Permission requirements
To establish a CRM integration in KADO, you will need to be an account admin both on KADO and on the CRM provider account.
If you are not an admin in your CRM provider account, you will need to add such user to KADO, for them to activate the integration.
Company /team level integrations
CRM integrations in KADO are made at the company level.
If you have a multi-company account, and you desire to activate the integration for several or all of them, you will need to do so one-by-one.
As you will also see in the tutorial, within a specific company, you will be able to choose what teams benefit from the integration
Integrating KADO with dynamics CRM – Step by Step
1. Click on the Admin Panel button, at the top left of the side bar
2. Click on “Account Integrations”
ATTENTION: Once under Account Integrations, if you are under a multi-company type account, ensure the appropriate company is selected in the dropdown, before activating any integration
3. Click on the Dynamics option
If you have different teams under your account, you may select what teams will benefit from the integration. For example, you may only want sales and marketing teams to be integrated with the CRM
Click on Save
4. You will be asked for “Your Tenant ID and URL“
5. Your Tenant ID:
You may obtain it from the below link – you will need to be an Azure admin to obtain it
https://portal.azure.com/#view/Microsoft_AAD_IAM/TenantPropertiesBlade
6. Your Tenant URL:
Your Tenant URL will be the URL of your dynamics application
7. In KADO, paste both the Dynamics Tenant ID and URL. Hit Save
8. You will then be redirected to your Dynamics log in.
Enter your credentials and ensure you give permissions to KADO and to the entire corporation
REMEMBER: You will need to be both a KADO and a Salesforce account administrator to activate this integration