Setting up your Concep Send for Dynamics is very simple and will take you less than 10 minutes.
In this page we will take you through 5 quick steps to get ready to start using Concep Send.
The steps are as follows:
- Importing the product package into your Microsoft Dynamics 365 / CRM
- Setting up your Send account
- Granting permissions to the integration user
- Switching on the integration
- Sign Off
Before you start:
Make sure your Dynamics user has administrator rights (system administrator security role
Have the credentials of Dynamics user which will be used by our product to create activities and populate reports in your Dynamics instance.
Ensure you have the Concep Send administration credentials provided in an email by our team
Importing the solution into your Microsoft Dynamics 365 / CRM
In the email you have received from our team you will find a link to download the Concep Send for Microsoft Dynamics solution zip file. Click on the link and download the file to your computer.
This ZIP file contains the customisations necessary to install Concep Send into your Dynamics 365/CRM.
Don’t know how to import it? Click here
Setting up your Send account
Once the solution is imported, you will see that a new set of options for Concep will have been added under your Settings menu. Click on the Send Account button and then on “+ Send Account” at the top left of your screen.
A pop up will load asking for the Concep Send Administrator username and password. This is where you will input the credentials provided to you by us. Once you have entered these details, click on “Add Administrator” to finish the configuration. Close the pop up and click twice on the new Send Account name you just created to navigate to that page and configure it.
Once you have navigated to the new Send Account page, the first step is to enable the synchronisation by changing the ‘Synchronise’ field to ‘yes’. This will tell our product that this account should have data populated in your Dynamics 356.
Next step is to give your Dynamics users access to this account. Click on the + button to the top right of the grid under Account Permissions. Then, type your user name and press enter. It should automatically add your user to the list.
Click on the save button at the bottom page on the right-hand side.
Important: If Dynamics 365 / CRM finds one or more users with the same name it will display a yellow attention icon and not allow you to save until you have selected one user. A similar behaviour will happen if Dynamics can’t find a user with the name typed. In this case the icon will be red.
Granting permissions to the integration user
Now that the Concep Send Account has been created in Dynamics and access granted to your user, the next step is to assign the necessary security roles to the Dynamics users which will be used by our product to create activities in your Dynamics instance. To do this, go to Settings > Security > Users, select your user, and click on ‘Manage Roles’. Select the ‘Email Marketing Administrator’ security role and click on ‘ok’.
Switching on the integration
To switch on your integration you have to take the following steps:
- Navigate to Settings > Send Settings and click on the 'Connections' tab (it can take a few seconds to display).
- Click on ‘Create one now' and select the Dynamics Box.
- In the pop-up, type in 'Concep Connection' as the name of your connection, and fill in the username and password fields with the Dynamics user that will be used by our product to create data in your Dynamics instance. Press 'Ok'.
- The pop up will close and the connection created.
- Navigate to Settings > Send Admin and click on the 'Integration' Tab (It can take a few seconds to display).
- Set the option ‘Store Email Interaction’ to yes.
- Set your integration options and save.
Please not that the only mandatory option to select is 'Store Email Interactions'.
Set to Yes if your CRM makes use of the Lead entity. In the event where a contact is not matched to an incoming activity or survey response, an attempt will be made to match a Lead instead. If a Lead is still not matched then a new Lead will be created.
Set to Yes to include the Account entity on contact lookups. If the email address of the incoming activity is not matched to the Contact or Lead then it will be stored against an Account instead if the email is matched. Accounts are not created automatically.
Use Inactive Records
If set to Yes then inactive records will be included in the search for existing entities. That means that activities might be created for inactive records if they are used in email campaigns or have survey responses submitted under the same email address.
Store Email Interactions
Email interactions are granular levels of activity which you can choose to turn off. These are records of individual email activities such as URL click and repeat views.
If set to Yes your contacts (and leads) will have their data updated whenever they respond to a Survey which questions are mapped to contact's fields. We strongly recommend setting it to No to prevent data corruption from wrong use of the Surveys tool.
Once you are done with these steps you should email firstname.lastname@example.org informing that you have finished the setup. Our team will confirm the setup and reply to you giving the go ahead to start testing.
We recommend you run a few tests before signing off and giving access to other users. We suggest you test the following scenarios:
Creating and sending email campaigns
Create an email campaign and send it to your email and to couple colleagues. Ask them to open the email and click on links. Check below for quick guides on how to do each of this steps.
Creating surveys and submitting responses
Create a new survey mapping to your Dynamics field. Deploy and test using an email address that exists in your Dynamics instance and another one that doesn’t exist.
Our integration synchronises every 20 minutes. After you run the tests above give it a few minutes to synchronise and then go to Sent Email Campaigns and Submissions to check if the data was created.
While running your email campaign and survey testing make sure the number of templates available matches the package you purchased.
If you successfully get through all these tests you are ready to go live.
Here are some settings you might want to review before going live.