“Add from CRM” Now Connects to Microsoft Dynamics

Functional Summary

When Microsoft Dynamics is enabled as the CRM:

• “Add from CRM” connects securely to Dynamics using tenant-level configuration

• Users can search Dynamics data directly from within a visit

• Selected CRM records are linked to the visit in BriefingEdge

• CRM data is read-only from Dynamics into BriefingEdge

Key Capabilities

• Search and select Customers (Accounts) from Dynamics

• Search and select Attendees (Contacts) from Dynamics

• Search and select Opportunities from Dynamics

• Search using CRM Record ID (full ID required)

• View CRM IDs and Emails in search result grids

• Respect Dynamics user permissions and access controls

Add from CRM – Microsoft Dynamics Integration Overview

The Add from CRM – Microsoft Dynamics integration connects BriefingEdge to a customer’s Dynamics 365 environment.

From a user perspective:

• The experience mirrors Add from CRM behavior already familiar from Salesforce

• Data is retrieved live from Dynamics at the time of search

• Only records the user has permission to see in Dynamics will appear

Supported CRM Objects

• Customers (Dynamics Accounts)

• Attendees (Dynamics Contacts)

• Opportunities

How the Integration Works

1. A visit is opened in BriefingEdge

2. The user selects Add from CRM

3. BriefingEdge securely queries Microsoft Dynamics

4. Matching records are returned based on search criteria

5. The user selects one or more records to add to the visit

Data is not edited in Dynamics. BriefingEdge only reads and links CRM data.

Configuration & Prerequisites

Required Configuration

• Tenant must be integrated with Microsoft Dynamics 365

• Admin/BES admin can add CRM integrations

• Navigate to Setting>CRM Integrations>Add Integration

• CRM type set to Microsoft Dynamics

 

• Add from CRM buttons enabled for:

  • Customers

  • Attendees

  • Opportunities

• Field mapping configured by administrators (where applicable)

User Access Requirements

• User must have permission to access the relevant records in Dynamics

• Supported roles include:

  • Administrator

  • BES Admin

  • Briefing Manager / Account Manager (as configured)

User Flow – Step-by-Step

Add Customer from Dynamics

1. Open a visit

2. Navigate to Customer

3. Select MS Dynamics Instance from the CRM’s List

 

1. Click Confirm

2. Click Add from CRM

3. Search by:

   • Account Name

   • Account ID

4. Select the desired account

5. Confirm to add it to the visit

 

Screenshot: Add from CRM – Dynamics Customer Search

Add Attendee from Dynamics

1. Open a visit

2. Navigate to Attendees

3. Click Add from CRM

4. Search by:

   • Name

   • Contact ID

   • Email

5. Review search results

6. Select one or more attendees

7. Add them to the visit

Add Opportunity from Dynamics

1. Open a visit

2. Navigate to Opportunities

3. Click Add from CRM

4. Search by:

   • Opportunity Name

   • Opportunity ID

5. Select the appropriate opportunity

6. Add it to the visit

Data Mapping & Synchronization Behavior

Search Rules

• Search button activates after 3+ characters

• ID searches require the full ID

• Name and email searches support partial matching

• If more than 2,000 records match, an informational message is shown

Important Considerations & Limitations

• CRM data is read-only once added to a visit

• Full CRM IDs must be entered for ID-based searches

• Partial ID searches are not supported

• Results are limited to the user’s Dynamics permissions

• Some advanced Salesforce-specific behaviors are not available for Dynamics

FAQs

Q: Can I edit Dynamics data from BriefingEdge?
No. Data is read-only and managed in Dynamics.

Q: Why don’t I see certain CRM records?
Only records you have access to in Dynamics will appear.

Q: Do searches update automatically?
Yes. Searches always query live data from Dynamics.

Q: Is this the same as Salesforce Add from CRM?
The experience is similar, but Dynamics-specific rules and limitations apply.