InsideView Data Integrity uses a dynamic account management process to pull account data directly from Microsoft Dynamics CRM integration. As soon as a process runs successfully, you will be able to review the total number of account matches and updates that are processed.
Note: InsideView Data Integrity allows you to receive updates for your Microsoft Dynamics CRM for account, contact and lead objects based on custom rules that you define.
This article provides detailed instructions on how to create a dynamic account management process with custom rules:
|1||Log in to Dynamics||Log in to Microsoft Dynamics CRM with your admin user credentials.|
|2||Go to the Data Integrity app||Open the Data Integrity Dashboard by going to InsideView Products Data Integrity.
|4||Create a data management process||If you are configuring any process for the first time after your Data Integrity account is provisioned, the following screen appears:
Note: Before creating a data management process, make sure you have configured an Integration for Data Integrity. For information, read the article Setting Up an Integration for Data Integrity in Microsoft Dynamics CRM in our Knowledge Base.
In the Quick Setup card, click Start to create a new process for Accounts, Contacts and Leads object.
Note: If you want to create a process for each object separately, click Start in the Custom Setup card.
Select the Accounts link.
If you have already created a process, click New Process to launch the account management process creation workflow page.
Click Next to create a new account management process.
Note: InsideView Data Integrity allows you to add criteria only for active accounts.
|5||Select the segmentation and frequency||Next you can do the following actions:
In this example, select the Manage a segment of accounts based on custom rules in record segmentation and the Update accounts on schedule frequency option and then click Next.
|6||Define a custom criteria||If Microsoft Dynamics CRM Integration credential matches with CRM organization ID, the Account Segment area appears:
You can define custom criteria to manage a segment of accounts by clicking either + Add Condition or + Add Rule.
|7||Add a condition||When you click + Add Condition, enter the following details to define the condition:
Use Case Examples
Here are a few use case examples of filters, showing the different fields used in Microsoft Dynamics CRM with an operator and a sample value:
|8||Select the account field mappings||On the Select field update rules page, some InsideView Data Integrity fields will be mapped to fields in your Microsoft Dynamics CRM by default, as illustrated:
You can select the Field Mapping setting for all fields by clicking any of the options at the top of the table or set field-by-field update rules.
For each field, you can choose one of the following options:
|9||Review and complete process||On the Review your data management process settings page, you can review your account management process settings and click Finish.
In the Save Data Management Process dialog, enter the name for your process and click Save.
For more information, read the article Create an Account Object Process in Microsoft Dynamics CRM in our Knowledge Base.
Note: Follow the same instructions to create a contact and lead management process with custom rules in Microsoft Dynamics CRM online.