Overview: 

Integrating Microsoft Dynamics makes creating and updating audiences very easy.  For example, if you created an audience for top accounts, Triblio could sync with Dynamics account fields. This means that as opportunities change, the audiences will automatically change to match so you don't have to worry about finding and uploading lists frequently.

Steps to Fully Integrate Microsoft Dynamics CRM: 

1. Authorize Dynamics Access
2. Map Dynamics Accounts to Triblio
3. Add Blacklist Accounts (Optional)
4. Sync Account Records (Optional)
5. Set-Up Revenue Report
6. Sync Data from Triblio to Dynamics
7. Recommended Fields
8. Sales Acceleration Module Setup

Authorize Microsoft Dynamics

1. In Triblio, click on ‘Setup’ from the left hand menu. This will take you to the settings menu on a new tab.
2. Then, click 'Microsoft Dynamics' from the left hand menu to open the 'Microsoft Dynamics Integration' menu.
3. Write in your Dynamics Login URL (i.e. 'triblio.crm.dynamics.com') and in the second input box type in your Dynamics Tenant URL (i.e. 'triblio.ommicrsoft.com').
4. Click 'Authenticate'

Map Dynamics Accounts to Triblio

Now that Dynamics CRM is authorized, you need to determine a field to map Triblio Accounts to Dynamics Accounts. In order for Triblio to read account data for targeting, it needs to read the domain. Configure where the domain field is in your CRM.

1. Within the 'Basic Setup' section of the 'Microsoft Integration Management', scroll down to two '2. Dynamics to Triblio AccountIds Sync'
2. A list of your account fields will be populated in the drop-down under 'Field to Match on Account for Domain'. Choose the account field that holds the website of the account. the standard field is 'Website' (If your account fields do not load into the drop down, please contact your CSM).

Add Blacklist Accounts (Optional)

If you have accounts (i.e. agencies, partners, your parent or child company) whose domain may be listed across multiple account records, you can choose to exclude those domains from any mappings.  Doing this will disable any detected activity from the blacklisted accounts from appearing in Salesforce.

1. From within the 'Microsoft Dynamics Integration' dashboard, scroll down to '2. Dynamics to Triblio AccountIds Sync' button
2. An 'Account Ids Blacklist' window will pop up. Enter the domains you would like to blacklist during the account record sync
3. After entering a domain click 'Add'
   • Each domain will need to be added separately
4. After you have entered all domains you would like to blacklist, click done

Sync Account Records (Optional)

Triblio will automatically sync with your account records overnight; however you are able to manually kick-start the process. This will use Microsoft Dynamics API calls to sync the records.

From within the 'Microsoft Dynamics Integration' dashboard, scroll down to '2. Dynamics to Triblio AccountIds Sync' and click the  'Sync Account Records' button.

Setup Revenue Report

To allow Triblio to measure the impact on your open opportunities, you first need to configure your Dynamics revenue report. The revenue report maps opportunity fields from Microsoft Dynamics into Triblio.

To configure the Revenue Report:

1. From within the 'Microsoft Dynamics Integration' dashboard, click the 'Revenue Report' button under 'Basic Setup'

   

2. Click the 'configure' button that pops up underneath. This will pop-up the 'Revenue Reporting Setup' dashboard. 
3. Choose your Dynamics fields from the drop downs that match the categories 
   1. Deal Won: choose the field that holds the opportunity stage 
      1. Is Equal To: choose the stage that means 'Closed-Won'
   2. Deal Revenue Field: choose the field with the money amount of the opportunity (typically 'amount')
   3. Deal Closed Date: choose the field that contains the date the opportunity was closed-wonAt this point, the revenue influence report only supports one Dynamics pipeline.  

For the report to work, there needs to be live web or ads campaigns and Microsoft Dynamics needs to be authorized.

Sync Data from Triblio to Microsoft Dynamics: 

Triblio is able to sync account-level data to your associated Dynamics account records.  This information is great at providing an overview of the account's history.   Note: You need to ensure the API user that Triblio connects through has read/write access to any fields you wish to sync.

1. Review the recommended and available fields below and choose which fields match the data you would like to pull from Triblio into Dynamics.
2. Create your chosen fields in your Dynamics. Be sure to build the correct field type by referencing 'Field Type' listed in the second to last column of the list below. 
   • To make it easier to map, name the fields with Triblio at the beginning such as 'Triblio Account Score.'
   • Ensure there are no validation requirements on the fields or the API user won't be able to save them.
3. Once the fields are created in Dynamics, log-in to Triblio and navigate to the Microsoft Dynamics Integration dashboard in set-up.
4. Scroll down to 'Advanced Set-Up' and click on th 'Syncs' button.
5. Once you click 'Syncs' a button to 'Add Dynamics Sync' will appear to the right. Click the button and a modal will pop up
6. Choose the 'Sync Type' from the drop down list. 
   • There are seven different sync types. Triblio Account Field Value is the most common. 
   • In the list of available fields below you will find the sync type in the last column.  
7. Once you've chosen the 'Sync Type' click 'Add Sync Field' 
8. Choose the 'Triblio Account Field To Sync From' from the drop down menu and then choose the matching field in your Dynamics org. 
   1. Ex. '# of Pages Visited - Last 30 Days' will sync to 'Triblio Pages Visited'
      • If you are syncing multiple 'Triblio Account Field Values' you can add multiple 
9. Click save.
10. To sync the data right away, click 'Sync Now' next to each field type. You can also wait until you have added all of your desired sync fields and click 'Sync All' at the top of the list'.

Recommended Fields

• Account Score (Last 7 Days)
• Account Score (Last 30 Days) 
• Smart Score
• First Activity Date
• Last Activity Date
• Is MQA
• MQA Date

All Available Fields

Testing Microsoft Dynamics Integration

1. To ensure that the connection between Triblio and Microsoft Dynamics was successful, after authorizing the integration, go back to Triblio's main app page (app.triblio.com)
2. Navigate to the 'Audience' tab in the navigation
3. Choose 'New Audience' and name it 'Dynamics Test'
4. Once in the audience builder, under 'Add Criterion' select 'Dynamics CRM Accounts'. 
5. 'Click to Edit' the dynamics audience that populates in and a modal will load up
6. In the modal window, first, select 'Accounts' and then click 'Add Account Field'.  
7. If Dynamics is properly synced, you will be able to see all your Dynamics Accounts fields loaded into the drop-down selector.

With the proper connection, accounts will start populating.  The initial account sync may take a few hours to complete while the connection is warming up.

*NEW* Sales Acceleration Module for Dynamics

We have updated the Sales Acceleration Module to embed an iframe directly onto the account page in Microsoft Dynamics. This does require you to create an iframe page component in Dynamics. To begin, navigate to the Microsoft Dynamics set up page in Triblio, click the Sales Acceleration Module Setup tab, and then click the "Click to Download" text to download the script file. Setup in Triblio:

1. Navigate to the Sales Activation tab in Triblio Classic. Choose the ABM Analytics Module option.
2. Under the ABM Analytics Module Management hub, input the emails of your sales users that require access to the Module. If you do not authorize the user here, they will not see data in the iframe in Dynamics.

Setup in Dynamics:

1. Navigate to the settings gear in the upper right corner of the the navigation bar and select 'advanced settings'. 2. One the following screen you will see 'Settings' at the top. Select the dropdown arrow to the right and choose 'Customizations' under the Customization column. Then choose 'Customize the System'.

3. On the left hand side you will see 'Entities' under the Components category. Choose that, then choose 'Account', and then select 'Forms'.

4. Inside the form configuration page, click the area where you would want the Triblio iframe to be loaded. Click that area and then select the Insert tab on top (next to Home). 

5. From the Insert tab, please select 'IFRAME'.

6. For the Name, insert 'IFRAME_triblio_abm'. For the URL, insert "https://app-sales.triblio.com/sales-module?crm=dynamic365&".

Make sure to check 'Pass record object-type code and unique identifier as parameters.' and uncheck 'Restrict cross-frame scripting, where supported'.

7. Next, within the same IFRAME properties, choose the 'Events' tab. Under 'Form Libraries' please click the add button. The Lookup overlay will appear. Select 'New'.

8. For the name, please insert - IFRAME_triblio_abm. Choose 'Script (JScript) as the Type. Select the  'Choose File' button, and upload the IFRAME Web Resource Script that you downloaded in Triblio. Then save.

9. If you go back to the previous window, you should see the added Iframe name. Now do the same under 'Event Handlers'. Make sure that 'OnReadyStateComplete' is the selected event option. Choose add.

10. Your script should show up in the Library dropdown by default. Input 'main' for the function. Make sure 'Enabled' is checked, as well as 'Pass execution context as first parameter'. Hit OK.

11. Now you should see both properties present. Hit OK.

12. Complete the setup by navigating back to the main screen and select Publish.