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MS Dynamics integration

    Guide to Integrating Showpad and MS Dynamics

    • Updated

    Note: This article is no longer maintained. For updated information, please refer to the corresponding Admin App article. We recommend updating your links if you’ve linked to this article.

    With the Showpad and MS Dynamics integration, users can significantly increase visibility about which content was shared with buyers and how they interact with it, all within one or more MS Dynamics environments. This guide describes how to set up the integration with MS Dynamics step by step.

    Note: Logging activity to MS Dynamics is currently available on Showpad's Web app, the Windows Desktop app, and iOS app.

    See how it works

     

     

    Key features

    • See Showpad sharing activity in MS Dynamics 2013, 2015, 2016, and 365 using the Showpad Insights app
    • Log activity to a Microsoft Dynamics 365 object (account, opportunity, contact, or lead)
    • Open the Web app from within MS Dynamics

    You need this to succeed

    • Showpad Ultimate plan
    • Admin privileges on both the Showpad and MS Dynamics platforms
    • MS Dynamics primary user email address must match the Showpad user email address
    • MS Dynamics 2013, 2015, 2016 integrations need on-premise installation files
    • MS Dynamics 365 integration uses the Showpad app available in AppSource
    • MS Dynamics 365 integration can use the Entra ID tenant ID

    Do this step by step

    To configure the Showpad and MS Dynamics integration, follow these four articles.

    1. Installing the Showpad Insights App in MS Dynamics
      Learn how to install the Showpad Insights App using AppSource or importing the installation package.
    2. Enabling Showpad activity logging for MS Dynamics 365
      See how you connect MS Dynamics and Showpad using the settings in the Online Platform.
    3. Making the Showpad Insights App visible in MS Dynamics
      Configure the security roles and forms in MS Dynamics, to let users see the Showpad Insights App.
    4. Embed Showpad within MS Dynamics
      Include Showpad as a Web tab within a dashboard so users can access their courses and content without leaving their CRM. 

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