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AgileConnect for Dynamics Installation

Step-by-Step Instructions

Onboarding Process

  1. Review the Data Dictionary provided by your Account Manager and return the document marked with the fields you wish to have appended to matched records in Dynamics.
    1. There is no limit on number of fields appended, many clients choose around 50, but we do have instances with more.
    2. When following the installation steps outlined, you will see all of the fields that Agile has available, however, only the fields you requested above will contain data and those are the ones you should add to any forms.
  2. Please review the Installation Instructions and contact your Account Manager with any questions. It is best to do this before you begin your install.
  3. Once the data selections are complete, the Agile Integration team will set up your installation link. After they have completed the setup which will take 1-3 days, you will receive an installation email from Agile.
    1. Separately you will receive an email that contains an file. The installation instructions will tell you when to use that file.
  4. At this point, follow the instructions listed in the Installation Instructions to finish the setup of the Dynamics integration and to begin the match and append process.
  5. Once your steps in the Installation Instructions are complete, the following will happen:
    1. That evening, AgileConnect will match to all of the accounts and contacts in your Dynamics instance.  For those that are matched it will append data from the fields you previously selected.
    2. We will match records within your org whether they are licensed or not.
      1. Unlicensed records are considered “Managed Records”. Please contact your Account Manager with any questions.
    3. You’ll be able to see the data in Dynamics.
      1. To test, click an account or contact.
      2. In the custom entity that you created during the installation process you should see the name of the school or contact. Move your mouse over the name and click it.
      3. At that point you should see the fields you requested to be appended and that you delineated in the installation process.
  6. See the Functionality and Prospecting pages for more details on how to use your new integration and contact your Account Manager with any questions.

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

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