Microsoft Dynamics CRM connector

The Microsoft Dynamics CRM^® connector add-on automatically exports form data from your website to your Microsoft Dynamics CRM account database by mapping Optimizely form fields to Microsoft Dynamics CRM database fields. For information about other database connector add-ons, see Marketing Automation.

Setting up Optimizely forms with Microsoft Dynamics CRM

The Forms Marketing Automation Integration (MAI) connector lets you connect Optimizely form fields to a Microsoft Dynamics CRM database. See also: Marketing Automation.

1. In the Optimizely CMS admin view, select  Config > Tool Settings > Microsoft Dynamics CRM. The Microsoft Dynamics CRM settings screen appears.

   

   You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one Microsoft Dynamics CRM connector, such as Microsoft Dynamics CRM - Europe, Microsoft Dynamics CRM - US, and Microsoft Dynamics CRM - APAC. Click Add Connector to add another instance.

2. Enter the Connector Name, User Name, Password, Application Id, and CRM Address associated with your Microsoft Dynamics CRM account.

   To get the Application Id, first register an app using the instructions in Register an App with an Azure Active Directory.

3. For Multiple submissions in same session, select either Create new entity or Update previously created entity.
4. Click Save.
5. Create a form on a page.
6. Click All Properties on the form.
7. Open the Mappings tab.
8. Select the database to which you map the form fields from the MA System Database drop-down list.

   

9. Click Publish.
10. On the form, select Edit from a form field's context menu.
11. Open the Extra field mappings tab. The database option that you selected earlier appears.
12. Enable the database option and open the associated drop-down list to see the fields it has available. For example, if your form has a Text field that was configured to capture a name:
    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select LastName from the drop-down list to map the Microsoft Dynamics CRM database field to the Name field on the form.

    

13. Repeat steps 8 through 10 for as many fields that you want to map.
14. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, then go to your Microsoft Dynamics CRM provider to verify that the user is added to the Microsoft Dynamics CRM database.

Retrieving contact data

When a visitor submits the form, the data is sent to Microsoft Dynamics CRM. To see who submitted the form, go to your Microsoft Dynamics CRM account and open the Sales menu and choose Lead, Account, or Contact.

Personalizing the form using a block

You can personalize a form to show only to a selected group of people. For more information about creating a visitor group and displaying information based on a visitor group, see Managing visitor groups.

1. From the context menu on the form on the page, select Personalize. The Large content area dialog box appears.

   

2. Click Everyone and select a visitor group from the list. The following image shows personalizing the form to show only for people in the VIP visitor group.

   

To create a visitor group for a Microsoft Dynamics CRM form, see Create a visitor group for an MAI connector form.