Dynamics integration documentation

Getting started using the Dynamics integration is easy, and setting up the basics doesn't take more than a minute.

Getting started guide

Access your settings in Goava and choose Dynamics from the integration dropdown menu. In the provided field, enter your Dynamics domain along with your Tenant ID. The format to use is as follows: replace the placeholders with your specific information.

​[Dynamics domain]/&tenant=[Tenant ID]

Example of domain entry:

​org3c83a6a3.crm4.dynamics.com/&tenant=cc3ded04-e16f-4fb8-ae35-0f12dba97905

Don't know how to find your Tenant ID? Check out this article: Finding your Tenant ID.
​

After you clicked on Install Goava in Dynamics a new tab will be opened asking you login and authenticate the integration.

Once you have successfully confirmed the integration, you will be redirected to the Goava settings page. Here, you need to select Dynamics from the drop-down menu once more, which will then load your integration configuration for further setup. 

In this section, you'll configure the necessary mappings for the integration. Once you have completed the setup, simply click on the Connect button to finalize the process.

For more comprehensive insights on the configuration options available, please refer to the detailed information provided in the sections below.

• Field used for org. nr/CVR/Business ID

• • Map the field from your Dynamics that you populate with org. nr/CVR/Business ID

• Select field used for identifying customers (optional)

  • If you have a custom field in Dynamics that is used for signaling that a company is a customer

• Define the customer identifier as "has any value" or custom value (optional)

  • Select if your Customer field in Dynamics can have any value or if it needs to be a custom value to indicate as a customer

• If custom value, enter the value(s) with comma separation (optional)

  • Specify the field values that mean customer, for example, Customer, Enterprise customer

• Imported from Goava field mapping (DateTime) (optional)

  • If you want Goava to populate the date and time that a company was qualified Goava you need to create a custom field for this and map it here. This is useful if you have companies that already existed in Dynamics that was qualified in Goava - this allows you to sort on when it was qualified in Goava. The format of the field needs to be Time and Date.

• Should Goava be allowed to re-assign organisations in Dynamics?

  • If a company already exists in Dynamics and a user qualifies a company in Goava then we can re-assign that company to the user that qualified the company and update the company data in Dynamics. This is useful if you have a lot of companies in Dynamics that are unassigned or owned by a fictitious user.

Once you have completed the configuration, click the Connect button to finalize your setup. After connecting, you can initiate the import process by clicking the Sync Companies button. This will start transferring all companies from Dynamics to Goava.

Please note that the duration of this operation may vary and could take several hours, depending on the number of companies present in your Dynamics system.

Qualifying companies

When you qualify a company in Goava it will directly create either an account or lead in Dynamics, depending on what you have selected in your settings.
When exporting the following data will be populated:

• Account name

• org. nr/CVR/Business ID

• Number of employees

• Revenue

• Website

• Visiting street

• Visiting zip code

• Visiting town

• Country code

• Description

• Account/lead owner

  + any other data you have mapped

Duplicates logic

When exporting from Goava we always check for duplicates based on organization number/CVR/Business ID on top of the duplicate logic you already have defined in Dynamics - so if it already exists we won't create a duplicate.
​
If you have Should Goava be allowed to re-assign organisations in Dynamics? set as Yes and a company that already exists in the CRM is qualified then we will simply re-assign it to the user that qualified it and update the company data (same field as shown above).

Mapping of companies

When we sync your companies from Dynamics to Goava we map them to lists in Goava based on their status in Dynamics, the mapping looks like this:

• Leads/Accounts with no opportunities = Qualified

• Accounts with open opportunity = Converted

• Accounts, where the latest opportunity is lost = Denied

• Accounts, where the latest opportunity is won = My Customers (unless you have defined custom mapping for customers)

Export of contacts

With the Dynamics integration, you can export contacts from Goava without leaving your CRM and creating a new contact associated with the account with one click.

Export of stories

If you find a news story or recruitment posting that you find interesting you can export them as a note on the company by clicking on Export article, and you guessed it - you don't have to leave Dynamics to do this.

Tips for Dynamics Admins

Authentication for our Dynamics app

The user has to authorise the application for the following scope:

• Access Common Data Service as organization users (user_impersonation): This permission allows the application to access the CRM data using the API. Goava Discover app uses this permission to query, create or update the following objects - Account, Lead, Opportunity, Contact and Tasks. So, the user account should have required permissions to access these objects.

Add Discover prospecting to a dashboard in Dynamics

You can do all your prospecting without leaving Dynamics. An easy way of doing this is by creating a new dashboard and placing an iframe that you expand in width and height so that it covers the screen. You can watch a video of how to set it up here: Add Discover prospecting to Dynamics dashboard

​

Add Goava's company dashboard to accounts in Dynamics

Make sure your sales reps read up on their prospects and customers by empowering them with Goava dashboards in Dynamics. Check out the article Adding Goava company dashboard to accounts in Dynamics