Dynamics CRM – Getting started

The following describes the steps required to connect Komiko to Dynamics CRM. There are three main steps:

  1. Connect your individual or group mailbox
  2. Install Komiko for Dynamics CRM or Dynamics 365
  3. Set synchronization rules

If you need, we’ll be happy to guide you through the process. Please reach out to support@komiko.com.

1. Connect your Mailbox

Navigate to Komiko’s registration page https://www.getkomiko.com/account/register

registration

1.1 For Gmail

Click the Google Account and get the Google pop-up window request to allow access to your mailbox.

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Click <Allow>

1.2. For Microsoft Office 365 or Microsoft Exchange

There are two options:

  1. Each user signs up individually.
  2. Create a new account e.g. komiko@company.com. This account should have read access to all relevant mailboxes – it is highly recommended to use this approach when the number of mailboxes is more than 2-3.

Individual sign up

Enter your emails address and password, and click <Connect to Exchange>.

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Group (service account) sign up e.g. komiko@company.com

Enter the email address and password. Click on the  icon. List all mailboxes that you’d like Komiko to monitor (semicolon separated). And click <Connect to Exchange>.

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2. Install Komiko for Dynamics

Navigate to Komiko https://www.getkomiko.com

2.1 In the settings menu option navigate to <data sources>.

datasourcespicker

2.2 Click on the Dynamics icon (top right corner) to add a Dynamics CRM as a data source.

listofdatasources

2.3 Click on the added <data source> e.g. DynamicsCRM1.

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2.4 Fill up all fields and click <Enter>.

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2.5 Add profile

Click <add profile>

3. Set the synchronization rules

There are three main synchronization options that you need to select from.

3.1 Accounts & Contacts (statistics only) – No Activities

Komiko will enrich the accounts and contacts with information like: Last inbound and outbound email date and sender, last and next meeting and organizer, K-score and trend for last 30, 90 and 365 days, best contact and best connection, and more. In this option Komiko will not create activities based on emails and meetings. The next option to the right [Accounts, Contacts, Activities] will do it.

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In all options you need to define the historical time period that you’d like Komiko to scan in order to determine the enrichment information.

Please add the list of mailboxes that are used to update Dynamics.

You can also add a list of domains that you’d like Komiko to ignore (“black list”) and not update Dynamics.

Now click <Save & Done>.

3.2 Accounts, Contacts and Activities

It’s similar to the previous one (3.1 Accounts & Contacts), but in this case activities (emails, meetings) will also be updated.

You need to answer few more questions regarding the way that you’d like your activities to be updated.

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3.3 Accounts, Contacts, Activities and Opportunities

It’s similar to the previous one (3.2 Accounts, Contacts and Activities), but in this case Opportunities will also be updated.

You need to define which opportunity stages are considered <open> and which are <closed>. Komiko is using these definitions to determine the right opportunity that needs to keep new activities and contacts.

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Congratulations! The setup is complete and meta data have been deployed.

Any new email received by any of the monitored mailboxes will be evaluated for Dynamics synchronization relevancy. When relevant, it’ll update Dynamics immediately.

For support please email support@komiko.com and we’ll get back to you right away.

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