Integrating Microsoft Dynamics CRM with FunnelFLARE Sales Process Automation

Supercharge Microsoft Dynamics - Accelerate your Sales



FunnelFLARE provides a bi-directional connection Microsoft Dynamics CRM. FunnelFLARE adds some killer features to Microsoft Dynamics:

  • Contact insertions 
  • Click to call from within Microsoft Dynamics
  • Prospect Insights
  • Scheduled contact sync
  • Lead scoring
  • Automated task scheduling
  • Appointment scheduling
  • etc

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As Microsoft Dynamics forces assignment of a lead to a specific sales person in Microsoft Dynamics, you will require at least one sales person in Microsoft Dynamics to have an account in FunnelFLARE.


FunnelFLARE Lead Insights for Microsoft Dynamics

To get the most out of FunnelFLARE and Microsoft Dynamics, your first step should be to install the FunnelFLARE Lead Insights Chrome extension. This adds outbound call tracking, prospect and account overlays into Microsoft Dynamics.






Install Lead Insights Now




Setting Up Microsoft Dynamics and FunnelFLARE Communication


In FunnelFLARE

Step 1:


Browse to Administration-Account Settings. Click on the 'Integrations' tab.. 







Step 2:

Whenever a contact is pushed to Microsoft Dynamics from FunnelFLARE, the standard and custom fields in FunnelFLARE can be mapped to the standard/custom fields in Microsoft Dynamics. You must set this mapping up for FunnelFLARE to know which fields to update in Microsoft Dynamics. In the Account Settings (Administration-Account Settings), scroll down to the Integrations Tab. 





You can map FunnelFLARE fields to Microsoft Dynamics Fields:




In FunnelFLARE

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Workflow Action: 




This action will give you the ability to post/update a contact in Microsoft Dynamics. 






In FunnelFLARE

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Importing Contacts From Microsoft Dynamics - FunnelFLARE

After Microsoft Dynamics has been linked to your account, importing contacts is easy. In FunnelFLARE, browse to Contacts-Import Contacts. You should see an option for pulling contacts from Microsoft Dynamics:



You will be given full control over what to do if contacts exist, what fields map to what, etc.


Automatically update contacts in FunnelFLARE from Microsoft Dynamics

One of the more powerful features of the FunnelFLARE-Microsoft Dynamics integration is the ability to update contacts in FunnelFLARE automatically. To automatically push changes from Microsoft Dynamics to FunnelFLARE, use the contact import scheduler (Contacts-CRM Contact Updates ). Microsoft Dynamics will update FunnelFLARE on a scheduled basis. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in FunnelFLARE.



Note: as with any import, FunnelFLARE will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.




Automatically Schedule Tasks in Microsoft Dynamics

If you are looking to have marketing email sends and marketing email opens in Microsoft Dynamics, you will want to use the Activity Scheduler workflow item.



In FunnelFLARE

In any workflow, you can use automation to schedule tasks in Microsoft Dynamics. Drag the Microsoft Dynamics Task onto the workflow.




Click To Call


As FunnelFLARE is a call tracking platform, you can do outbound call tracking from within Microsoft Dynamics. 


Using the Chrome Extension

Install The Chrome Extension


In FunnelFLARE

Step 1:

Buy at least on call tracking number. (Assets-Call Tracking Numbers). 


In Microsoft Dynamics:

You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in FunnelFLARE and you are set.

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