Microsoft Dynamics CRM Integration

Modified on Mon, 24 Jun 2024 at 12:55 PM

TABLE OF CONTENTS


1. Requirements

You must have administrator rights to set up the link.


2. Overview of the integration

With the CRM integration, either only administrators or also end users can push the contacts recorded with Lemontaps to CRM as leads or contacts either automatically or manually. This works for both the mobile version and the desktop version.


User Journey: 

  • Case 1 - Manual push: If you have set the “manual push”, you select the contacts to be exported in the contact overview of the admins as well as in the end user contact overview using the checkboxes and then click on CRM. The export is then started.

    Case 2 - Automatic push: If you have selected “automatic push” in the settings, the push to CRM is started automatically for every new contact. Previous contacts are not pushed automatically. If you want to have the previously recorded contacts in the CRM as well, you would have to push them once.



  • Status of the export: In the contact table, you can see the status in the “Export” column. If you click on the symbol, you can see further information, e.g. when the export took place. If there is an exclamation mark behind the CRM symbol, you can see that the export has failed. If you manually push the contacts, you will also always receive an email with the number of contacts for which the export worked/failed. 





Note:

  • With automatic synchronization, it is sometimes necessary to refresh the page to see the corresponding icon if, for example, a new contact has been created.
  • Updates to contacts in Lemontaps are not automatically updated in CRM.


The following attributes are transferred:


Predefined fields in LemontapscontactLead
NotesYes No
First nameYesYes
Last nameYesYes
PositionYesYes
RoleNoNo
DepartmentNo
No
CompanyNoYes
EmailYesYes
Email workNoNo
Phone workYes Yes 
Phone MobileYes Yes 
WebsiteNoYes
AddresseeNoNo
Address line 1YesYes
Address line 2NoNo
Zip code
YesYes
CityYesYes
CountryYes (only if the country is written as a country code, e.g. DE)

Yes (only if the country is written as a country code, e.g. DE)

Owner

The account with which the CRM was linked to Lemontaps

The account with which the CRM was linked to Lemontaps

Stage-

Automatically into the first stage

PicturesNoNo
Met onYes 
Yes
Met byis created as “Contact Owner” if the Lemontaps user's account email is also a CRM user.

If the Lemontaps user's account email is not a CRM user, the CRM user who set up the Lemontaps - CRM  integration is used as the owner.

Is created as “Lead Owner” if the Lemontaps user's account email is also a CRM user.

If the Lemontaps user's account email is not a CRM user, the CRM user who set up the Lemontaps - CRM Integration is used as the owner.

Lead source: Yes (notes)

Lead source: No



Custom fields: 

If you do not need all the fields in Lemontaps, write us a message at support@lemontaps.com. 

Our IT can remove fields for you or add new fields. Please note that new fields cannot yet be “matched” with CRM. However, this feature is currently under development and should be available soon. 


Duplicates:

If there is already a contact/lead in CRM with the same email address as the contact to be pushed from Lemontaps to CRM, then the export will not work as duplicates are prevented. In this case, the reason is also displayed in the export column. In the case of a manual push, you will also receive an email as to whether there were duplicates during the export.





3. Linking Lemontaps with Microsoft Dynamics CRM 


Step 1: Open CRM integration in Lemontaps

  • Navigate to Team settings > Integration > CRM
  • A Microsoft Dynamics CRM popup will now open 
  • Here you must now insert the organization URL (continue with step 2)




Step 2: Organization URL from Dynamics365

  • Open the Dynamics365 page and log in via the following link: https://login.microsoftonline.com/
  • Now copy the URL up to ".com" (marked green in the screenshot)



Step 3: Enter the organization URL

  • Now paste the organization URL into the field 



  • Now click on "Save" and then on "Authorize Microsoft Dynamics CRM"


  • Note: a pop-up will open, but this is not relevant for you
  • You are now connected to the CRM 




Step 4: Check successful configuration

  • Navigate again to Team Settings > Integration > CRM
  • The "General CRM integration settings" now appear at the top
  • Further down you will see the item "Manage your CRM integration"
  • Microsoft Dynamics CRM button appears in GREEN if the configuration was successful, in orange if the configuration was incorrect (try again)



  • Click on the button and then on the three dots to edit or delete the configuration 



4. Settings in Lemontaps 

You have the following setting options in Lemontaps:

  • automatic or manual export to CRM
  • Should contacts be created as leads or as contacts in CRM
  • Rights: Are individual users also allowed to transfer contacts to CRM or only admins? 

You can set the first 2 points here and the editing rights here.




5. FAQs


My export has failed, what could be the reasons for this?

1) Missing information in the contact in Lemontaps: 

  • For contacts, at least 1 name must be specified in the Lemontaps contact, i.e. either first or last name, otherwise there are problems with the export
  • For leads, at least the company name and 1 name must be specified in the Lemontaps contact, otherwise the export will not work 


2) Duplicate:

  • The email address of the contact in Lemontaps already exists in CRM for a lead or for a contact. 


3) Refresh: 

  • With automatic synchronization, it is sometimes necessary to refresh the page to see the corresponding icon if, for example, a new contact has been created.
  • Updates to contacts in Lemontaps are not automatically updated in CRM.


4) Other reasons: 

  • It may still not work. Try exporting the contact again. If it still does not work, please contact support@lemontaps.com.



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