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AgileConnect for Dynamics Installation

Step-by-Step Instructions


  • During the installation process, you created custom entities and custom fields for the Agile data selects.
  • Overnight, the integration matches existing records to the Agile database. As records are added to your org (for example, through web forms), the system will automatically match those the night they are imported/created.
  • We update the custom fields once a week on Tuesday night.
  • These fields are managed by the integration and will be overwritten if the user makes modifications.
  • You can bring in new personnel through the prospecting tool. This is the only time the integration will populate standard fields in Dynamics. Note: Prospected records that fall outside of your data license will be invoiced at your current license rate, these records will not count towards your managed records.
  • You are able to use demographics associated with the institution when narrowing criteria for the contact list.
  • You can limit your prospecting list to include only personnel with an email address by checking the “Personnel Email Address Present” box.
  • The search results contain records that are unique to your org (deduped). You can choose to import some of the records, all of the records, or save the search.
  • Searches in prospecting can be saved and rerun, they can also be scheduled to run automatically each week.
  • Get Match can be used to match the record if it is not matched by the automated system.
  • You can use the Get Contacts button to prospect for contacts within that specific company.

Speak with a Consultant     |     866.782.0241 x 108     |     [email protected]

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