RainKing’s Microsoft Dynamics CRM Connector will only work with Microsoft Dynamics CRM years 2013 – 2016 and we require a publicly accessible Discovery Service URL to connect.
To set up the RainKing – Microsoft Dynamics CRM connection, RainKing will need the Microsoft Dynamics CRM Instance URL (also known as Discovery Service) and the Microsoft Dynamics CRM Organization (also known as Organization Unique Name). This information can be sent to [email protected] and our integration team will add this information to RainKing within 1 business day. This information can be found in Microsoft Dynamics by selecting Settings >> Customizations >> Developer Resources:
Select “Settings” from the Microsoft Dynamics CRM main drop-down:
Select “Customizations” from the Settings tab drop-down:
On the Customization page, select “Developer Resources:”
On the Developer Resources page, copy and paste the Organization Unique Name and the Discovery Service Endpoint URL and send them to RainKing to put in your RainKing Account:
Send your Organization Unique Name and Discovery Service SOAP URL to [email protected] so our team can give permission to your organization. Once this information is added into your account, the rest of the setup will occur in RainKing.
In RainKing, select the drop-down “gear” icon in the top-right corner and select the “Manage Integrations” option:
On the Connectors page, you’ll see the Microsoft Dynamics tile highlighted – click this button to launch the login to Microsoft Dynamics:
On the login to Microsoft Dynamics screen, you’ll see where RainKing has input your Instance URL and Organization; here, you’ll just need to input your Username and Password and click to Connect to Microsoft Dynamics DRM:
Once successfully connected, you will see the screen below. Next, select “Data Connector Setup” to map fields:
On the Data Connector Setup tab, on the left-hand side under “Permissions” you can set access levels for your license holders. You can determine which of your license holders can push records as Leads, Accounts or Contacts (if you are a RainKing Admin for your company, you can find details on changing user access levels here):
Next, in the “Data Mapping” section you can map the fields between RainKing and your Dynamics CRM for each record type. RainKing will automatically sync to Common Fields in your Dynamics CRM, but you should review the field mappings and add any Non-standard Fields you would like mapped:
For Common Fields, RainKing will automatically sync to corresponding fields in your CRM. Some fields from RainKing – “Estimated IT Budget”, “Has Gatekeeper”, “Management Level” – do not likely exist in your Dynamics CRM. If you would like to map unique fields from RainKing, you’ll need to create custom fields in your Dynamics CRM to capture the data. Click here for details on how to create custom fields in Microsoft Dynamics CRM. After adding any custom fields, re-load the configuration screen so the connector can pick-up the newly added fields.
Once you’ve mapped all fields you’d like sent from RainKing to Dynamics, select the “Test Map” button at the bottom of the page:
Once the mappings have been tested and validated successfully, you will see a note similar to the one below:
You will be able to find the test record sent in your Dynamics and confirm that all mapped fields populated successfully:
Once this is confirmed, go back to RainKing and select “Save Map:”
You will see a note that the save is a success:
Once you have saved the mappings successfully, navigate to the top of the screen and select the (now highlighted) Inactive to turn it to Active:
This process can be repeated for Accounts Field Mappings and Contacts Field Mappings.
With the connection in place and fields mapped, you can now push records and all mapped fields from RainKing over to your Dynamics CRM by pushing the Dynamics Action Button:
After pushing a record, you’ll be presented with the Push Record screen – this is where you can compare fields, check for duplicates, or add tags before sending the record to Dynamics CRM.
After Detecting Duplicates, you can select the red “Send to Microsoft Dynamics CRM” button in the bottom right-hand corner to push the record to Dynamics:
All RainKing license holders to whom you’ve given permissions will be able to access the Dynamics Connector and push records from RainKing to Dynamics. Only the Dynamics Admin will have access to the Connector Setup (as detailed above). RainKing license holders with permission to push records will only need to input their login credentials prior to sending records to Dynamics: