In this article, we will tell you how to set up integration between Facebook and Microsoft Dynamics 365. The created connection will solve such regular tasks: checking the Facebook advertising account, uploading new leads, creating deals in the CRM system. All these processes will be implemented automatically.

Content:
1. How to set up Facebook and Microsoft Dynamics 365 integration
2. Connect Facebook Lead Ads
3. Connect Microsoft Dynamics 365
4. Turn on auto-update
5. Conclusion

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Microsoft Dynamics 365 is a set of tools for managing sales, marketing, finance, communications and other business processes. Microsoft offers a whole ecosystem, which includes various products for specialized tasks. Dynamics 365 features wide functionality and allows you to create customized management systems for the needs of a particular business. It is also worth noting the effective integration of Dynamics 365 with other products from Microsoft.

The CRM core of the Microsoft Dynamics 365 platform offers a full range of tools for working with clients and supporting transactions. Promotion of a lead through the sales funnel, tracking the history of interactions, organizing collaboration, monitoring the success of employees, analyzing and planning sales — this is not a complete list of tasks that can be solved using the Microsoft Dynamics 365 CRM system.

Consider a situation where a company uses Facebook as one of its lead generation channels. This is a common case, since a social network with a billion audience is an effective platform for attracting customers. The Facebook Lead Ads tool allows you to receive applications and contacts using lead forms. It is important to remember that generated leads need to be processed quickly. Order data must be uploaded and transferred to the CRM system (in our case, this is Microsoft Dynamics 365). This should be done regularly so as not to lose the lead and start processing it as quickly as possible.

Facebook and Microsoft Dynamics 365 integration | The deal in Microsoft Dynamics 365


How to set up Facebook and Microsoft Dynamics 365 integration

Migrating new leads from Facebook to Microsoft Dynamics 365 can be a significant time consuming process. But there is a solution that completely automates this process. If you link the Facebook advertising account and the CRM system, you can set up data transfer from one platform to another without human intervention. In addition, leads will get to Microsoft Dynamics 365 almost immediately after filling out the Facebook lead form, so managers can respond to the request as quickly as possible.

SaveMyLeads is a simple solution for creating Facebook integrations with various systems. In a few minutes, users can set up automated transfer of leads from Facebook advertising account to CRM, instant messengers, email marketing platforms, Google services, etc. To work with the SaveMyLeads system, you do not need to have special knowledge or skills. Anyone can get rid of the daily task of transferring data from Facebook Ads to other services. Below we will walk through a step-by-step algorithm for creating an integration to convert new Facebook leads into deals on the Microsoft Dynamics 365 side.

Connect Facebook Lead Ads

Go to the SaveMyLeads personal account and create a new connection.

Facebook and Microsoft Dynamics 365 integration | Create a new connection


You must select a template to configure the integration. We need “Microsoft Dynamics (Create Deal)”.

Facebook and Microsoft Dynamics 365 integration | Select template “Microsoft Dynamics (Create Deal)”


Connect the Facebook Lead Ads account.

Facebook and Microsoft Dynamics 365 integration | Connect the Facebook Lead Ads account


Log in to Facebook.

Facebook and Microsoft Dynamics 365 integration | Log in to Facebook


Click "Edit settings".

Facebook and Microsoft Dynamics 365 integration | Click "Edit settings"


The next window shows the available promotional pages. It is necessary to mark those of them with which the SaveMyLeads service will be able to work in the future. We recommend marking all available pages at once.

Facebook and Microsoft Dynamics 365 integration | Select Ad pages


Leave all checkboxes enabled.

Facebook and Microsoft Dynamics 365 integration | Leave all checkboxes enabled


The Facebook account is connected to the SaveMyLeads system.

Facebook and Microsoft Dynamics 365 integration | The Facebook account is connected


Select the connected account and continue setting up the data source.

Facebook and Microsoft Dynamics 365 integration | Select the connected account


Choose an advertising page and lead form. If you want to work with several forms at once, then you need to create a separate connection for each of them.

Facebook and Microsoft Dynamics 365 integration | Select an advertising page and lead form


When we have defined the advertising page and form, click “Continue”. This completes the work with the data source.

Connect Microsoft Dynamics 365

Now let's start setting up the receiver. First, let's connect Microsoft Dynamics 365 account to the SaveMyLeads system.

Facebook and Microsoft Dynamics 365 integration | Connect Microsoft Dynamics 365 account


You must specify a Microsoft Dynamics 365 domain.

Facebook and Microsoft Dynamics 365 integration | The "Domain" field


Go to the personal Microsoft Dynamics 365 account and copy the domain without additional characters in the address bar of the browser.

Facebook and Microsoft Dynamics 365 integration | Copy the domain


Return to the SaveMyLeads system, paste the copied domain and click “Save”.

Facebook and Microsoft Dynamics 365 integration | Paste the copied domain


Specify the login of the personal Microsoft Dynamics 365 account.

Facebook and Microsoft Dynamics 365 integration | Specify the login of the personal Microsoft Dynamics 365 account


Enter the password.

Facebook and Microsoft Dynamics 365 integration | Enter the password


Grant the SaveMyLeads service permission to work with a Microsoft Dynamics 365 account.

Facebook and Microsoft Dynamics 365 integration | Grant permission


We have connected your Microsoft Dynamics 365 account to the SaveMyLeads system. Select it from the list.

Facebook and Microsoft Dynamics 365 integration | Select Microsoft Dynamics 365 account


Now you need to fill in the Microsoft Dynamics 365 fields to create new deals. Click in the field and select the Facebook variable from the drop-down list. You can also leave the preset values unchanged. When the content of the Microsoft Dynamics 365 fields is defined, click “Continue”.

Facebook and Microsoft Dynamics 365 integration | Select the Facebook variable from the drop-down list


We see a set of test data that will be sent to the Microsoft Dynamics 365 CRM system to create a new deal.

Facebook and Microsoft Dynamics 365 integration | Test data


Нажимаем “Send test data to Microsoft Dynamics 365”.

Facebook and Microsoft Dynamics 365 integration | Send test data


Go to the CRM system and check the result of the connection. The Microsoft Dynamics 365 workspace has a new object based on the test lead from Facebook.

Facebook and Microsoft Dynamics 365 integration | Check the result of the connection


Turn on auto-update

Return to the SaveMyLeads office. To activate the integration, click “Finish setup”. Now the SaveMyLeads service will constantly track new leads on Facebook and transform them into Microsoft Dynamics 365 deals.

Facebook and Microsoft Dynamics 365 integration | Click “Finish setup” and turn on auto-update


If necessary, you can change the name of the integration. To do this, go to the connection settings and adjust the contents of the “Connection name” field.

Facebook and Microsoft Dynamics 365 integration | You can change the name of the integration


Conclusion

Using the no-code tool SaveMyLeads, we set up the integration of Facebook and Microsoft Dynamics 365. Checking the Facebook advertising account and transferring new leads to CRM are now fully automated. After spending just a few minutes, we got rid of a routine task that takes up a significant time resource every day.

The SaveMyLeads service offers a user-friendly interface and a clear algorithm for setting up integration. No need to involve programmers or spend time on training to connect Facebook with other systems. Anyone can create an integration, automate routine work and increase their productivity.