Guide to Integrating Showpad and MS Dynamics

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.

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

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

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 Admin App.
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.
5. Set up content recommendations for MS Dynamics
   Enabling these policies will give your sales reps the best content suggestions for advancing each deal.