The purpose of this documentation is to take you through the installation and configuration of the Salesgenie for MS Dynamics app for users of the Unified Interface.
Requirements: Salesgenie for Dynamics requires Microsoft D365 Customer Engagement (CRM) version 8.2 or higher and is not backward compatible with previous versions of Microsoft D365 Customer Engagement.
Before starting the setup process; identify the organization service endpoint along with service account username and password. This will be required during the setup process.
Find your Organization Service Endpoint Address (URL)
Your Organization Service Endpoint can be found under Advanced Settings.
Click Settings > Customizations.
Click “Developer Resources”
*Copy the “Organization Service” endpoint address URL. Paste this URL into a Word doc or notepad. This URL will be needed later in the setup process.
Visit the Salesgenie for Dynamics listing on the AppSource.
Click “Get It Now”
A window will open, click “Continue”
Wait for the screen to finish loading.
(Note: Make sure you have sufficient privileges to be able to install applications into your Dynamics org. - If you do not have the right access, you will see an error message)
Choose the org to add the application, check the two boxes (Microsoft terms & Privacy), then click “Agree”.
The installation can take up to 30 minutes.
Once the application is installed and ready, click on the down arrow next to Dynamics 365, scroll to the bottom and click on Salesgenie.
Now that the app is installed, we will set up the Prospector and/or Enhance module (s).
From the left menu, click Admin Setup.
You can setup one or both modules included in this package. The Prospector and Enhance modules can be used independently or together.
Choose “Get Started” next to Salesgenie Prospector Setup.
The first part of Prospector Setup is System Connections where you will need to provide Email and Password to establish connection with Salesgenie.
1) Existing Users - If you have an active Salesgenie account, enter your email and password credentials here.
2) New Users - If you do not have an active Salesgenie account, click “Create New Account”. Complete the form and click “Submit”. Your Salesgenie trial account is not being activated. Please be patient as this could possibly take a few minutes to complete.
*This will set up a free 3 day trial on your account. If you need to extend your trial, contact your Salesgenie representative.
Once your login credentials are entered, click “Next”.
Next we’ll need to provide the service account details to establish connection with Salesgenie.
You will need the Service URL from the Pre-Installation step.
Note: Your “Service Username” and “Service Password” are the credentials you use to log into your Dynamics 365 account. (Do not use your Salesgenie credentials here) Enter your Username and Password.
Enter your Service URL, Service Username and Service Password, click “Submit”.
You should see the confirmation message, “Service URL registered successfully with Salesgenie”.
Next is the field mapping page. Here you can add, change or remove the fields that you want to include when exporting leads from Salesgenie. Click on the “Business” database.
From here you’ll see the default field mappings that come standard with the app. You can change the field mappings at any time. Click “Save” to save the field mappings.
Once you’ve gone through all of the databases, click “Next” to continue.
You should see the, “Setup Complete” message. Click “Finish”.
Click “Get Started”.
The setup for Infogroup Enhance requires an API key. You can use your existing key or sign up for a free one. Click “Create New Account”.
*Note: If you already have a valid API key from Infogroup, paste your key and click “Next”.
Create New Account - Filling out this form will give you a trial API key. Click “Next”.
Click “ Next”.
The next few screens will take you through the field mappings for Contacts, Accounts and Leads.
First you’ll see the Contact field mappings with the default fields mapped. You can add, change or delete fields, or click “ Next” to go to the next step.
Review the Account field mapping and click “Next”.
Review the Lead field mapping and click “Next”.
Your Infogroup Enhance setup is complete. Click “Finish” to continue.
Note: You can change your field mappings at any time.
The green check shows your setup is complete. You can click “Edit” to make changes to either module.
Our award-winning customer care team is here for you. Call 877.708.3844 orContact Support