Demandbase and Microsoft Dynamics CRM Integration Overview

Context

The Demandbase Microsoft Dynamics integration allows you to create a bidirectional sync between Demandbase and Microsoft Dynamics CRM.

Important: The first time you integrate with Microsoft Dynamics, the duration of the initial sync is dependent on the volume of records in your CRM. You can see the status of the sync in System Notifications. 

• Data sync from Microsoft Dynamics:
  • Demandbase queries Microsoft Dynamics for the account object, lead object, contact object, opportunity object, activity object, user data, and all related default fields with a last modified date after the Datetime of the last completed sync.  
  • Synced Microsoft Dynamics data is available in the Demandbase Database.
• Data sync to Microsoft Dynamics:
  • Demandbase syncs data to the account, lead, and contact objects.
  • Demandbase custom fields (properties) are automatically created in Microsoft Dynamics via an API. See more information at Reference: Demandbase Custom Fields in Microsoft Dynamics
  • Data is pushed ONLY when there's a difference between the calculated state in Demandbase and the previous field value in Microsoft Dynamics AND the record exists in Demandbase. This ensures that Demandbase only syncs meaningful updates to your Microsoft Dynamics. 

Prerequisites/Preparation

• You must have Admin privileges within your Microsoft Dynamics CRM and Demandbase environments. 

Steps

We support two ways to integrate with Microsoft Dynamics. You must choose one option before proceeding. 

Set Up Microsoft Dynamics Integration Using OAuth (Access Token) 

Manually create the Demandbase application, security role, and integration user in Microsoft Dynamics. This option allows you to have more control over the app settings. 

1. Step 1 (OAuth): Create Demandbase (ABX Cloud) App in Microsoft Dynamics
2. Step 2 (OAuth): Create Microsoft Dynamics Integration User
3. Step 3 (OAuth): Add Microsoft Dynamics Integration in Demandbase
4. Add Unified Demandbase App Package in Microsoft Dynamics

Set Up Microsoft Dynamics Integration Using a Pre-configured Demandbase App 

Integrate with Microsoft Dynamics using a pre-configured Demandbase App. This option requires less configuration and can be completed more quickly. 

1. Add Microsoft Dynamics Integration in Demandbase Using Pre-Configured Demandbase App 
2. Add Unified Demandbase App Package in Microsoft Dynamics