How do I Export Contacts to Dynamics 365 from SalesIntel Database?

Once you’ve logged into SalesIntel and selected the contacts you wish to export, follow the given steps:

1. Click on Bulk Options on the top left, select ‘Export to Dynamics 365’ from the drop-down menu.

2. You’ll be asked to log in to your Microsoft Dynamics365 account (If not already logged in).

3. You’ll then be prompted to stay signed in within your Dynamics 365 account. We recommend clicking on Yes.

4. Once you choose your option, you’ll be required to choose your Dynamics 365 settings. The following options will be available:

i) General:

a) Export Default type: Now you can choose the default export type from Contact & Lead, or you can also opt for a prompt so that whenever exporting you will be prompted to choose to send as a contact or a lead.

b) Duplicate resolution: Now within Duplicate resolution you can choose from Always Skip, Always Update, Always Append (Blank fields only) & Prompt so that whenever we will export contact/contacts in case of duplicate it will give us a prompt to choose from.

c) Prompt for Lead/contact Owners: When you opt ‘Prompt for Lead Owners’ or 'Prompt for Contact Owners', you’ll get a list of lead owners/contact owners to choose from. Select a lead owner/contact owner for your contacts and click ‘Next’.This is optional.

 (Prompt for Lead Owner)

(Prompt for contact Owner)

Important Note: Only enabled Lead/Contact owners will be displayed here.

d) Prompt for Campaign: When you opt ‘Prompt for Campaigns’, you’ll get a list of active campaigns to choose from. You can select multiple campaigns from the list. Once selected, click Next. This is optional.

Important Note: Only active Campaigns will be displayed here.

5. If SalesIntel discovers any duplicate email addresses, you’ll get a duplicate pop-up.

    You can resolve duplicates by:

i) Updating all fields.

ii) Updating empty fields only.

iii) Skip duplicates.

6. Based on the options you selected, the export process will begin.

7. Once exported, a success message will pop up and you’re done.  The contacts will be exported as Leads/contacts.

ii) Lead Mapping:

a) Click on the Dynamics365 settings tab from the drop-down menu on the top right.

b)  Click on Lead Mapping.

c) On the next screen, you can map fields as per your exporting requirements, while exporting contact/contacts you are required to checkmark the ALLOW OVERWRITE field or else exporting contact’s Dynamics field will remain intact.

d) After mapping the fields click on save and proceed further.

Important Note: We cannot Overwrite First & Last name, Company & Email fields.

 iii) Contact Mapping:

a) Click on the Dynamics 365 settings tab from the drop-down menu on the top right.

b) Click on Contact Mapping.

c) On the next screen, you can map fields as per your exporting requirements, while exporting contact/contacts you are required to checkmark the ALLOW OVERWRITE field, or else exporting contact’s Dynamics field will remain intact.

d) After mapping the fields click on save and proceed further.

Important Note: We cannot Overwrite First & Last name, Company & Email fields.

iv) Account Mapping:

a) Click on the Dynamics 365 settings tab from the drop-down menu on the top right.

b) Click on Account Mapping.

c) On the next screen, you can map fields as per your exporting requirements, while exporting contact/contacts you are required to checkmark the ALLOW OVERWRITE field, or else exporting contact’s Dynamics field will remain intact.

d) After mapping the fields click on save and proceed further.

Important Note: We cannot Overwrite Name & website fields.