Microsoft Dynamics

Connecting your Microsoft Dynamics account allows you to automate moving your contacts and leads straight into your Microsoft Dynamics account and your pipeline.

Microsoft Dynamics Settings and Mappings

1. Navigate to your CRM Setup page under your Account Icon (your initials) and select CRM Setup section.
2. Following the available options, simply complete your universal settings based on you or your company's preference and you will be ready to start importing directly into Microsoft Dynamics.
3. Ensure you set up all mappings to confirm that all fields you want to send over to Microsoft Dynamics from Seamless are mapped to the proper fields.
   • Please note: Our direct integration with Microsoft Dynamics comes with pre-set field mapping options.
4. Customize fields for your entire organization or secure settings exclusively for your organization. Additionally, specify whether the data will override in your CRM for each mapping. Easily configure these options using Set Org Wide or Lock Org Wide fields (found in Universal Settings + Importing Mappings) and choose Override as needed (found in Importing Mappings).

Automate Lists to Accounts and Sequences for Microsoft Dynamics

This section allows you to automate importing and eliminate manual efforts by mapping Seamless.AI Lists to CRM Accounts.

Once you Add Mapping you be able to:

• Select Seamless.AI List - Lists created in Seamless.AI
• Select CRM account - Accounts available that are created in your CRM

CRM Settings

When integrating your Microsoft Dynamics CRM with Seamless.AI, you have the ability to customize the settings.

Universal Settings

Set Total AI Threshold/Limit on Contact Imports: Use this setting to establish a minimum Total AI threshold for importing contacts. Specifically, it applies to the Total AI score of the Primary Business Email. For example, if the Total AI Slider is set to 80, the Primary Business Email must have a Total AI score of 80% or higher to successfully import on the first attempt.

Contact Account Creation:

• Yes: Seamless.AI can create accounts automatically for contacts not in your CRM.
• No: No account is created; users need to choose an existing account for contact import.
• Prompt: Users are asked to select or create an account with each import.

Update Converted Lead’s Contact Record:

• Yes: Seamless.AI will automatically append information to the converted Lead’s Contact record in Microsoft Dynamics.
• No: Seamless.AI will not update the converted Lead’s Contact record.
• Prompt: Users will receive a prompt to update the Contact record if we detect a converted Lead during the import.

Automatically import to Microsoft Dynamics: Enable this option to automatically import contacts/companies into your CRM when clicking the FIND button in Seamless.AI. By turning this on, you skip the step of manually selecting contacts/companies in My Contacts and My Companies before importing them into your CRM.

Allow contacts/leads to import without a validated email: When set to Yes, Seamless.AI permits users to import contacts even without a validated email. A validated email includes a Valid or Accept All response from Seamless.AI's validation during the AI research process.

Allow Users to Create New / Custom Mappings: Allows users that are NOT ADMIN to create new mappings that will only affect their account.

Advanced Settings

Set Contact Import Match Score: Define your match score against your CRM records. A value of 100% requires a contact have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.

Example: A 95% setting will allow automatic import (no deduplication alert) if there is a match score of 95% or above against a record in your CRM unless there are two of the exact same match scores. (Seamless.AI does not recommend less than 95% Match score for this Setting)

Set Company Import Match Score: Set Company Import Match Score to define your match score against your CRM records. A value of 100% requires a contact have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.

Fill Contact Phone with Company Phone if Contact Phone is blank: When set to Yes, Seamless.AI will add the company phone number to the contact phone field if the company phone has a number and the contact phone is blank. This setting is useful when you want to ensure data is present in both contact and company phones during import, especially if there's field validation in your CRM.

Fill Contact Location with Company Location if Contact Location is blank: When set to Yes, Seamless.AI will populate the contact location fields with the company location if the company has a location and the contact location is blank. This setting is ideal for ensuring data presence in both contact and company locations upon import, especially if there's field validation in your CRM.

Enable CRM Alerts: Enables checking if leads or contacts already exist in CRM before using Seamless.AI.

Definition of CRM Mapping Fields

Seamless.AI Field: These fields contain data from Seamless.AI that you've discovered and researched. You can map over 100+ fields from Seamless.AI to your CRM. Initially, Seamless.AI sets up a core set of common fields across CRM users, but you can customize additional mapping fields to suit your CRM needs.

Microsoft Dynamics Field: These fields mirror the ones in your connected CRM. Seamless.AI regularly polls them to stay current. Just choose the Seamless.AI field on the left, pick the corresponding CRM field on the right, and establish a connection. During import, data from the Seamless.AI field will map to the CRM field and be transferred to your CRM.

Add New Mapping: Use this option to create a new Seamless.AI to CRM field mapping. You can map any Seamless.AI field to any CRM field.

Please Note: The connected user must have edit access to these fields for a successful import process.

Add Custom Mapping: Useful when you have a required CRM field not provided by Seamless.AI or want to include a field in each import. Create a custom mapping by setting up a custom field name in Seamless.AI (value sent to CRM) and mapping it to a field in your CRM.

Example: To include a custom "lead stage" in each import, set the Seamless.AI field's static value (e.g., New) and map it to the "Lead stage" field in your CRM. This imports all leads with "New" as the lead stage in your CRM.

Pro-Tip

You can set up each field to Set Org Wide or Lock Org Wide, and set each mapping to select if the data will override in your CRM.

Allow User Edit: The Allow User Edit checkbox offers a straightforward feature that allows Users to either edit or restrict access to a specific setting based on the checkbox status.

• When the checkbox is activated: Users can edit these settings and Admin settings serve as the default, unless modified by the user
• When the checkbox is deactivated: Users cannot access the fields but can view them in a read-only state to understand the current setup.

Microsoft Dynamics Import Errors

You may receive an error when trying to import your contact(s) to Microsoft Dynamics. Depending on the error it may be coming from the Seamless.AI platform, or it may be an error specific to your Microsoft Dynamics account and settings.

Account Duplication Alert

If you see a yellow flag alert this is letting you know that we found a duplicate Account/Company in your Microsoft Dynamics instance for this contact. To resolve, click on any yellow flag to review Seamless.AI duplicate checking. You will be given the option to either add a new Account or append to an existing Account.  Once you make a selection, Seamless.AI will update this record and should import successfully.

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Additional Microsoft Dynamics Errors

A red flag indicates you have an error preventing your contact(s) from importing. Clicking the red flag should provide you with additional insight into what is causing that error. Typically it indicates that you need to reconnect your Microsoft Dynamics account or you have a permissions error that is conflicting with the import.

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