This integration allows Microsoft Dynamics CRM customers (cloud version) to sync a Marketing List into 6sense for segmentation. This sync is dynamic – as the Marketing List within Dynamics changes, so does the segment within 6sense.
Requirements:
Must be on Dynamics 365 for Sales Cloud.
Must provide 6sense with read-access to Accounts, Lists, and ListMembers objects.
Marketing Lists (which are known as Lists in the Dynamics backend) must have 25,000 records or
less to be synced into 6sense.
CRM User Permissions Setup
6sense connects to Dynamics CRM through a customer-created User Profile. This User Profile is used to read (and write) to and from various Dynamics 365 objects.
Create the 6sense-Dynamics user in Dynamics 365.
Name the user and define a password. We suggest creating a new user, but you can use an existing user.
Navigate to Security Roles within the Power Platform Admin Console.
Grant the user “Read” permissions (for Platform subscriptions) and “Write” permissions (for Essentials and Advanced subscriptions) for the following objects:
Account
Appointment
Campaign
Contact
Email
Lead
List
Listmember
Opportunity
OpportunityProduct
PhoneCall
Product
SystemUser
Task
Custom data objects
Grant the user permissions to access the Audit Partition, Audit History, and Audit Summary for records. This will enable us to detect when a record is deleted, removed, or merged.
Note: Please work with your Product Consultant to confirm which permissions should be enabled.
Integration Setup
Go to Settings > Integrations.
Select Microsoft Dynamics from the list of CRMs.
Input in your Dynamics Client ID, Client Secret, Tenant ID, and Production Org URI, and 6sense App ID.
You can get the Client ID, Client Secret, Tenant ID from the Dynamics help article linked above. The Org URI has the structure as – ” https://add_your_org_domain_name.crm.dynamics.com “.The Application User that was created in the above step needs to be part of the business unit that 6sense will access. The Application User can be granted through Security Settings on the Power Platform Admin Console.
Provide 6sense with read-access to the “Accounts”, “Lists” and “ListMembers” object within
Dynamics 365.Once Authenticated, you can now go to Segments (Segments > New > Sync From CRM) and
start creating dynamic segments within 6sense!
Obtain App ID
Install 6sense app on MS Dynamics.
Open 6sense Dashboard.
Check the URL for app_id parameter and copy it’s value.
What will be the impact if you don’t enter the app_id?
You will not be able to navigate from Sales Intelligence or Dashboards to your CRM’s pages.
On 6sense Slack and email alerts, the “View on Dynamics” button will not be available.
Access Level and Privileges for Essentials / Orchestrations
6sense needs certain access level and privileges for various orchestrations to work. Below are the access levels and privileges needed for orchestrations:
Entity | Create | Read | Write | Append | Append To |
|---|---|---|---|---|---|
account | Organization | Organization | Organization | Organization | Organization |
contact | Organization | Organization | Organization | Organization | Organization |
lead | Organization | Organization | Organization | Organization | Organization |
callbackregistration | None | User | None | None | None |
For scores exports only, 6sense needs write access to the custom fields created for the account, contact, and lead entity.
FAQ
Q: Are segments dynamic?
A: Yes! Segments will continue to update, as long as they are used (clicked, used in a campaign, used in an Orchestration, etc.) within 30 days.
Q: Do you support On-Prem?
A: No, the integration only works for Dynamics 365 Sales Cloud version only.
Q: Do you support HubSpot integrations with Dynamics 365?
A: 6sense supports Dynamics 365 for Sales Cloud (CRM) with HubSpot Marketing Automation integration. 6sense does not support two CRM integrations at the same time.