Enable Showpad Content ROI in MS Dynamics

With Content ROI, you can see how much revenue is associated with an individual piece of content within MS Dynamics. We provide the data, and you can control what you and your users see in the MS Dynamics dashboards.

Using the Content ROI feature can give you and your users precious data, for example:

• How often prospects viewed a piece of content
• How often content was shared over time and per opportunity, account, or lead
• The percentage of deals that move to the next stage when a particular file is shared.

The data source for gathering all that sharing information is Showpad's Microsoft Dynamics integration. Your users need to log in with their MS Dynamics account on the Showpad app or the Web App. All the data shared is stored in MS Dynamics, allowing you to use it for building reports and dashboards.

See how it looks

Key features

• See content engagement: All Showpad activities, such as content Shares and views, are logged on the corresponding Account, Contact, and Lead records in MS Dynamics.
• Link content to revenue: The integration automatically associates content engagement with related Opportunities, allowing you to track your content's ROI.
• Empower your sales team: Reps can see which content is resonating with their prospects directly within MS Dynamics, without needing to switch platforms.
• Gain Actionable Insights: Understand what content works best at every stage of the sales cycle to optimize your content strategy and drive results.

You need this to succeed

The quick way

1. In MS Dynamics, configure an integration user with the S2S security role
2. In the Admin App, open Settings, scroll to Integrations, and select CRM
3. In your MS Dynamics connection, enable the Content ROI reporting data sync
4. Sign in with your MS Dynamics account

Do this step by step

MS Dynamics S2S Security

1. Access your MS Dynamics platform with administrator credentials.
2. Open the Power Platform Admin Center, click Manage, and select your environment.
3. Open Settings from the top menu.
4. Expand the Users + permissions section, select Application users.
5. Click + New app user, and enter the Business unit. Next, click the pencil icon to edit the Security roles.
   • Select the Showpad Content ROI security role and click Save.
   • Confirm the role assignment by clicking Save.
6. Next, click + Add an app.
   • Enter the following App ID in the search bar:
     dbf3e3c3-26e4-400d-b9e3-ceddbb535255
   • Select the Showpad OAuth Production app, and click Add.
7. Click Create.

Showpad Admin App

1. In the Admin App, click the gear icon to open Settings.
2. Scroll to Integrations, then select CRM.
3. Click on the MS Dynamics connection you previously created.
4. Navigate to the Showpad data to CRM section and click Edit.
5. In the Showpad data to CRM section, select whether Content ROI reporting data can be logged to your MS Dynamics environment. 
6. Click Save once your selection is made.

Now that Content ROI reporting for MS Dynamics is enabled, you can finish the configuration in MS Dynamics. The next step will make the Showpad Insights App visible for users in the MS Dynamics platform.