Microsoft Dynamics

Keep your sales pipeline full and organized on the go with Lead Forensics and Microsoft Dynamics.

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How to integrate Microsoft Dynamics with Lead Forensics

Integrating Lead Forensics with Microsoft Dynamics is easy;

  • Ensure that the custom field LF Match Code has been created on the Lead and Account object.
  • Ensure that the Lead Forensics package has been installed.
  • You’ll need an invite from your Customer Success Manager to access the app. This will be delivered during your onboarding.

  • Provide the Production URL.
  • Provide an email address that we can send the authentication email to.
  • We advise that the first user created has full Lead Forensics admin access.

  • Grant Sandbox access to Lead Forensics.
  • Voila! Leads will now start appearing in Microsoft Dynamics.
  • The credentials required will be supplied by your Customer Success Manager during onboarding.

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What you'll need

  • Lead Forensics Automate
  • Microsoft Dynamics

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