Dynamics integration documentation

Getting started using the Salesforce integration is easy, but it requires Dynamics admin rights. See more admin tips at the bottom of this page.

Getting started

Select CRM configuration Go Go to your settings in Goava, under integration click Configure, and then select Dynamics from the available integrations. This will redirect you to Dynamics, where you will need to grant authorization for Goava Discover.

Select Dynamics connector

Connecting to Dynamics

Dynamics - Tenant ID and Domain

Enter your Dynamics URLand your Tenant ID, then click Install.
Don't know how to find your Tenant ID? Check out this article: Finding your Tenant ID.

After you click on Install, you will be taken to a Dynamics screen to log in and authenticate the app.

Once connected, Goava will scan your available fields in Dynamics to provide a suggested field mapping. This mapping can be modified in the next step.

Automatic field mapping

When you get to the field mapping, you only need to map the required fields. But there are many more that you can map to get the full scope of data and optimal workflows.
You can see explanations of all the fields and configurations a bit further down in this article.

Dynamics field mapping

Once you have completed your settings, click the "Connect" button to test the integration.

You can revisit and modify your settings at any time.

When testing is complete, you will either see an error message with information on what to adjust in your settings or a success message.

Dynamics testing complete

Settings	Description
Create as Account or Lead	Choose if companies that are exported should be created as accounts or leads
Select field on Accounts used for org. nr/cvr/business ID	Map the field from your Dynamics that you populate with org. nr/CVR/Business ID on Accounts
Select field on Leads used for org. nr/cvr/business ID (optional)	Map the field from your Dynamics that you populate with org. nr/CVR/Business ID on Leads. (This is only needed if you use leads in Dynamics)
Select field used for identifying customers (optional)	If you have a custom field in Dynamics that is used to signal that a company is a customer
Define the customer identifier as "has any value" or custom value (optional)	Select if your Customer field in Dynamics can have any value or if it needs to be a custom value to indicate as a customer
If custom value, enter the value(s) with comma separation (optional)	Specify the field values that mean customer, for example, Customer, Enterprise customer
Imported from Goava field mapping (DateTime) (optional)	If you want Goava to populate the date and time that a company was qualified in Goava you need to create a custom field for this and map it here. This is useful if you have companies that already existed in Dynamics that were qualified in Goava - this allows you to sort on when it was qualified in Goava. The field type needs to be Time and Date.
Should Goava be allowed to re-assign organisations in Dynamics?	If a company already exists in Dynamics and a user qualifies a company in Goava then we can re-assign that company to the user that qualified the company and update the company data in Dynamics. This is useful if you have a lot of companies in Dynamics that are unassigned or owned by a fictitious user.
Search for duplicates mode	Search by company name and Organization number or Search by company name
Select field for mapping of company situation, such as Bankruptcy, Liquidation etc.	Useful when using Enrich for Dynamics to get updates about changes in company situation.
Select field for mapping of company status (Active/Inactive)	Useful when using Enrich for Dynamics to get updates about changes in company status.
Select field for mapping of account source	If you want accounts to be tagged with the value "Goava", select the field that you want this is. Can be text or list field, as long as Goava is one of the available fields.
Account: Select field for mapping of SNI code	If you want the SNI-code, e.g. 70220 in a field for accounts, map it here.
Account: Select field for mapping of SNI text	If you want the SNI-text, e.g. Konsultverksamhet avseende företags organisation in a field for accounts, map it here.
Select account field for mapping of segment name	If you want information in Dynamics about which Goava segment the account came from, map a text field here. Example value: Goava Enterprise Segment Q3
Select field for mapping of lead source	If you want leads to be tagged with the value "Goava", select the field that you want this is. Can be text or list field, as long as Goava is one of the available fields.
Lead: Select field for mapping of SNI code	If you want the SNI-code, e.g. 70220 in a field for leads, map it here.
Lead: Select field for mapping of SNI text	If you want the SNI-text, e.g. Konsultverksamhet avseende företags organisation in a field for leads, map it here.
Select lead field for mapping of segment name	If you want information in Dynamics about which Goava segment the lead came from, map a text field here. Example value: Goava Enterprise Segment Q3
Select field for mapping of contact’s LinkedIn profile URL	When exporting contacts with LinkedIn profile URLs, map a field on contacts where you want the profile URL.

Once you have completed the configuration, click the Connect button to finalize your setup. After connecting, you can initiate the import process by clicking the Sync Companies button. This will start transferring all companies from Dynamics to Goava.

Please note that the duration of this operation may vary and could take several hours, depending on the number of companies present in your Dynamics system.

Qualifying companies

When you qualify a company in Goava it will directly create either an account or lead in Dynamics, depending on what you have selected in your settings.
When exporting the following data will be populated:

Account name
org. nr/CVR/Business ID
Number of employees
Revenue
Website
Visiting street
Visiting zip code
Visiting town
Country code
Description
Account/lead owner

+ any other data you have mapped

Duplicates logic

When exporting from Goava we always check for duplicates based on organization number/CVR/Business ID on top of the duplicate logic you already have defined in Dynamics - so if it already exists we won't create a duplicate.

If you have Should Goava be allowed to re-assign organisations in Dynamics? set as Yes and a company that already exists in the CRM is qualified then we will simply re-assign it to the user that qualified it and update the company data (same field as shown above).

Mapping of companies

When we sync your companies from Dynamics to Goava we map them to lists in Goava based on their status in Dynamics, the mapping looks like this:

Leads/Accounts with no opportunities = Qualified
Accounts with open opportunity = Converted
Accounts, where the latest opportunity is lost = Denied
Accounts, where the latest opportunity is won = My Customers (unless you have defined custom mapping for customers)

Export of contacts

With the Dynamics integration, you can export contacts from Goava without leaving your CRM and creating a new contact associated with the account with one click.

Export of stories

If you find a news story or recruitment posting that you find interesting you can export them as a note on the company by clicking on Export article, and you guessed it - you don't have to leave Dynamics to do this.

Tips for Dynamics Admins

Authentication for our Dynamics app

The user has to authorise the application for the following scope:

Access Common Data Service as organization users (user_impersonation): This permission allows the application to access the CRM data using the API. Goava Discover app uses this permission to query, create or update the following objects - Account, Lead, Opportunity, Contact and Tasks. So, the user account should have required permissions to access these objects.

Add Discover prospecting to a dashboard in Dynamics

You can do all your prospecting without leaving Dynamics. An easy way of doing this is by creating a new dashboard and placing an iframe that you expand in width and height so that it covers the screen. You can watch a video of how to set it up here: Add Discover prospecting to Dynamics dashboard

Add Goava's company dashboard to accounts in Dynamics

Make sure your sales reps read up on their prospects and customers by empowering them with Goava dashboards in Dynamics. Check out the article Adding Goava company dashboard to accounts in Dynamics