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29 Nov I want to connect to my CRM

Posted at 12:29h in General Questions by squizmail

I want to connect to my CRM
No problem. SquizMAIL is integrated into Microsoft Dynamics CRM.
Go to set up your account under settings.

Microsoft CRM integration - Set Up Your Account

In the menu bar select Data to Dynamic CMR and click ADD.

Microsoft CRM integration - Data To CRM

Enter a title.

Microsoft - CRM integration Instance Title

Select download and install it somewhere on your network, where you have the access to your CRM database.

Microsoft CRM integration - Download And Install

Select run.

Run

Click next and enter your SquizMAIL account details when asked.

Microsoft CRM Integration - Account

In the next step select the transfer service that you’ve created in SquizMAIL and you’re done with installation of the transfer service.

Microsoft CRM integration - Instaling SquizMail DB2CRM

Create a CRM instance.
Go to set up your account under settings.

Microsoft CRM integration - Set Up Your Account

Select CRM instances and click ADD.

Microsoft CRM integration - CRM Instances

Select the CRM type, enter the URL address for your CRM, select the authentication type and enter your credentials for the CRM login (domain/username, username@domain) and click verify.

Microsoft CRM integration - CRM Instances

You have two options to install a CRM instance:
– select remote install
– select download and install/import the package into the CRM manually.

Microsoft CRM integration - CRM Instances

Click create new transfer job.

Microsoft CRM integration - New Transfer Job

A new window will open.

<Microsoft CRM integration - DB2CRM Transfer

  1. Enter a title for the job.
  2. Select the DB transfer service that you’ve created earlier.
  3. Select the type of your database (MySQL, MS SQL, ODBC).
  4. Enter the connection string to your server.
    • SQL server 2012, 2008, 2005
    • Server=myServerAddress;
    • Database=myDataBase;
    • User Id=myUsername;
    • Password=myPassword;
  5. Enter the name of the entity in your database, in this case the contacts.
  6. Enter the name of the unique identifier in your entity.
  7. 7. Here you must enter the name of the attribute in your entity which is boolean type, and set to 0 by default, so the service can see what to transfer. o
  8. Select CRM instance that you’ve created before.
  • If you want to leave the page and continue configuration later click save & close
  • Click get entities.
  • Double click on the entity.

Microsoft CRM integration - DB2CRM Transfer

A new window will open and then click get fields.

Microsoft CRM integration - Get Fields

The names of attributes in your CRM will show. On the right side of your database you must enter the name of the attribute into braces { }.

Microsoft CRM integration - Mapping Edit

Tags:
campaign management, connect to crm, crm, crm email tracking, e-mail marketing, easy marketing, email marketing, internet marketing, microsoft dynamics crm, ms crm, send emails, send emails useres entering data, squizmail, subscbribe email, thank you email


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