Guide to Integrating Showpad and MS Dynamics

Note: This article is about the new beta Admin App, which is still in development. Changes may occur. Please provide feedback directly in the beta app.

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

• The beta Admin App enabled
• Feature availability depends on your subscription package
• 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

The quick way

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.

Learn how this feature works in the current Online Platform.