Microsoft Dynamics CRM Integration

Modified on Mon, 24 Jun at 12:55 PM

TABLE OF CONTENTS

1. Requirements
2. Overview of the integration
3. Linking Lemontaps with CRM
4. Settings in Lemontaps
5. FAQs

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 Lemontaps	contact	Lead
Notes	Yes	No
First name	Yes	Yes
Last name	Yes	Yes
Position	Yes	Yes
Role	No	No
Department	No	No
Company	No	Yes
Email	Yes	Yes
Email work	No	No
Phone work	Yes	Yes
Phone Mobile	Yes	Yes
Website	No	Yes
Addressee	No	No
Address line 1	Yes	Yes
Address line 2	No	No
Zip code	Yes	Yes
City	Yes	Yes
Country	Yes (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
Pictures	No	No
Met on	Yes	Yes
Met by	is 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.