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Microsoft Dynamics Onboarding

  • Updated

Microsoft Dynamics Onboarding

Topics covered:

 

  • What is this about?

  • Getting Started with Dynamics Onboarding

What is this about?

The Dynamics onboarding process involves setting up the Dynamics package, syncing activities between Cadence and Dynamics, setting up email integration, and mapping fields between the two tools.

 

Getting started with Dynamics Onboarding

To onboard Dynamics, there are a few steps. The steps are as follows:

 

  • Step 1. CRM Setup: 

Connect to Dynamics: To begin, make sure your Dynamics account is connected to the Cadence tool. After Dynamics is connected, users can see the connection status in the Settings Page > Dynamics. The user needs to verify whether the instance URL is correct or not. If it is wrong, then user will not be able to connect with dynamics

 

Log in to Dynamics: To sign in to Dynamics, simply click on the Connect with Dynamics button given on the page, and you’ll be redirected to an access authorization request. Once you’ve signed in, you’ll be automatically redirected to your onboarding.

 

 

  • Step 2: Email setup:

Moving on to the next step. Here, you have to set up two important things. Your Gmail account, email, and calendar.


(Note: if during the time of configuration, if a user chooses Gmail, only Gmail setup will appear; if they choose Outlook, only Outlook setup will appear.)

 

Set up Google domain: Here you have to set up your Google domain. Validating Ringover Cadence with your Google Workspace is important. Without validation, webhooks will expire every 7 days. You can read the support documentation at the link given below. Need Help?

    • Email and calendar: To connect your Gmail to the Cadence tool, you just need to click on the Connect with Google button. This will redirect you to a page that will ask you to select the email address to pair. Once you log in to your Google account and give access, it will redirect to the cadence onboarding page. After connecting your Google account, you can select your primary email and add signatures.

 

 

  • Step 3. Activity Syncing: 

Dynamics activity sync: You can sync your Cadence activities with Dynamics.

There are three toggles in this field.

 

  • Sync your calendar activities with Dynamics: By toggling this feature, you can sync your calendar activities with Dynamics.

  • Sync your email activities with Dynamics: With this feature, you can sync your email activities with Dynamics by toggling this feature on.

  • Sync your note activities with Dynamics: By toggling this feature on you can sync your note activities with Dynamics.

 

Phone system: Select the phone system that will be used to place calls and SMS

You can select from these options:

  • Ringover (Default): If you choose this option, you have to connect with Ringover.

  • No phone system: In this case, you don't have to connect with Ringover.

 

 

  • Step 4. Field Mapping: 

To ensure that data is properly synced between Cadence and Dynamics, it is important to map the fields between the two tools. Required fields for leads include first name, last name, and organization/company name. 

 

 

  • Step 5: Admin Rules:

Set up rules for the cadence tool to be followed as required. These can be modified later from the tool's settings page. There are two sections on this page:

 

  • Emails: Here you can modify working hours or days from the Sending Calendar section, and change unsubscribe and bounced mail rules.

  • Task and Cadence: Here you can select tasks that will be taken into account for the user's daily limit calculation under Maximum tasks, and set the duration after which tasks get tagged as late, under the heading Late task duration.

 

 

 

 

  • Step 6: Group setup:

You can create as many groups as you require and add the respective members. You can add Admin from the Admin group, and the other remaining groups can consist of Sales Managers and Sales Agents.

 

 

  • Step 7: General:

To wrap up your onboarding, you’ll now need to enter a few pieces of information. You can upload a Profile Photo, select your preferred language, save your Calendly link, select your Timezone, and toggle on Custom task to enable the creation of custom tasks in your calendar. You can click on Finish Setup to finish your onboarding. 

 

 

  • Step 8: Finish Setup: 

You can select Finish Setup once step 7 has been completed successfully. After that, a pop-up will appear with a button that will allow you to quickly navigate to the Home page.