Dynamics Sync Details

Once your Installation Package has been setup and syncs are enabled, your data will start to flow into Paminga.

You may have questions on how the sync works. Not to worry, we have you covered!

How Often Does My Data Sync to Paminga?

Great question!

The data from your Dynamics instance syncs to Paminga automatically every hour.

There are a few things to know about these syncs.

• We refer to the automatic sync as the Down Sync
  • Down Syncs occur every hour and are a differential sync of all standard + custom fields that are mapped from the CRM to Paminga
    • A Differential Sync is a sync of any data that has been newly created, or modified within the last hour

Want to sync more often?

You may have a need to sync to Paminga more often than once an hour. If so, reach out to the Customer Success Team and we are more than happy to help! 😊

How Can I Push All Data to Paminga?

To sync all of your data to Paminga and not just the differential, you will need to trigger what we call a Full Sync.

This can be done from the Integration Setup page within your Paminga account.

A few things to note about Full Syncs:

• Full Syncs must be triggered manually and they are a complete sync of all data from standard and custom fields that are mapped from the CRM to Paminga
• Full Syncs take much, much longer than a down sync. Depending on the amount of data, they can sometimes take a few days
• During a full sync, no down syncs will run for your account
• Full Syncs should only be triggered when the integration is first created and then only when absolutely necessary

When Does Paminga Push Data to Dynamics?

Only when you explicitly tell us to do so!

That said, there are two exceptions to this which you can choose to turn off or leave on via the Integration Setup page.

These two exceptions are:

• When a lead score changes: When a lead score is updated we sync that information back to your Dynamics instance. When a lead score is changed, we sync all information about the contact + the lead score back to your Dynamics instance
  • There is a setting on the CRM integration setup page that allows you to turn this off.
  • It is the checkbox Sync Only The Lead Score On A Lead Score Change. Meaning, we will only sync the lead score when it changes & not the whole contact/lead record.
  • There is ONE exception to this, which you can choose to turn off or leave on via the Integration Setup page
• When a subscription status changes: When a contact in your Paminga account unsubscribes or bounces, we automatically sync this subscription change back to your CRM to ensure the contact remains unsubscribed in our system.

Now lets cover the ways in which you can sync to your Dynamics account from Paminga!

Form Actions

Via the Form Actions of any of your Paminga Forms you have the ability to sync to your CRM. Setup is quick and easy! Once the form is created, add an action to "Sync With Dynamics".

This action can be done Globally or Conditionally.

Automation Action

Paminga Workflows provide you with an automated sync to CRM action. These can be used on a one time or perpetual basis.

To add to a CRM Sync to your Automation select the Sync To CRM action within the Workflow Actions.

Contact Import Actions

Sync contacts to your Dynamics account directly from a CSV upload. As you are finalizing your CSV upload, you will be presented with actions to take upon upload. One of these actions includes, "Sync To D365". As the upload completes the contacts will also sync to your CRM.

Contact Detail Page

Making a manual edit to a contact and what that change reflected in Dynamics?

From the contacts details page select select within the actions tab, Save Contact to Dynamics. You will be asked to select settings for the sync. Once set, select "Sync to CRM" and that data will be pushed to Dynamics immediately.

Sync with D35 Settings

For each of the ways in which you can sync to Dynamics, you will be asked to set a few settings.

These include:

• If the prospect is new, you can choose to create them as a Contact or a Lead in your CRM
• If the prospect already exists in your CRM you can choose to either retain the owner/lead source, or update the lead owner/lead source
• For new prospect OR IF YOU ARE updating the lead owner/lead source, you can choose who to set the owner to as well as the lead source
• Scheduling a Task (or activity in Dynamics)
  • Choose the Subject
  • Choose the Status
  • Choose the Priority
  • Choose the Due Date
  • Add any Comments
• Choose whether to use the current owner as the task owner
• If current owner is a queue or assignment rule, or if changing from current owner