Dynamics 365 Integration Overview

Paminga provides a native, bi-directional integration with Dynamics 365. It is free, and available to every Paminga account.

• Sync Accounts, Contacts, and Leads from Dynamics to Paminga automatically, every hour
• Self-service control over which fields sync in each direction
• Dynamics Marketing Lists become Paminga lists, refreshed on every down sync
• Dynamics Sync Actions: trigger actions on Contacts and Leads conditionally as they sync in from Dynamics
• Push records back to Dynamics from forms, automations, imports, and the contact detail page
• A Sync Errors page that tells you what failed, in which direction, and why

Supported Versions

Paminga for Dynamics 365, the solution described below, requires Dynamics 365 online (Dataverse). It does not install on the older on-premises versions of Dynamics CRM.

If you are on an on-premises version, email support@paminga.com before you start so we can talk through your options.

Paminga for Dynamics 365

Paminga for Dynamics 365 is a managed Dataverse solution you import into your environment. It gives your sales team Paminga data without leaving Dynamics:

• The Paminga panel on Account, Contact, and Lead forms: engagement history, lead scoring, and Marketing List and Subscription List membership for the record you are looking at
• Eight Paminga columns on Contact and Lead (lead score, most recent visit date, first and last touch attribution), the same eight the Salesforce package carries, written by the Paminga sync so you can use them in views, workflows, and flows
• Two security roles: Paminga Sync for the sync's application user, and Paminga User for tenants whose salespeople run on hardened custom roles instead of Basic User

The solution ships no forms, sitemap, or app of its own. You add the panel to the forms you already use, so nothing about your existing layouts changes until you decide it should.

Upgrading from Funnel Vision

If you installed the older Funnel Vision Marketing Automation solution (published by Net-Results), the two solutions can coexist while you switch over. The order of operations matters, so follow the checklist.

Set Up Your Dynamics Integration

• Install Paminga for Dynamics 365 and enter your Paminga API token
• Add the Paminga panel to your Account, Contact, and Lead forms
• Connect the sync: enter your Dynamics URL, grant Microsoft admin consent, then create an application user with the Paminga Sync role
• Map fields between Dynamics and Paminga
• Kick off your first full sync (hourly differential syncs then run automatically)