Enabling Showpad activity logging for MS Dynamics 365

This article shows how to enable the MS Dynamics integration in Showpad's Online Platform. This allows seeing Showpad sharing activity in MS Dynamics 365 and shows how buyers are engaging with marketing-approved content.
After enabling the Showpad activity logging, Showpad shares will be logged as task (activity) objects on an MS Dynamics 365 object. Shares will be logged to a single account, opportunity, contact, or lead in MS Dynamics 365.

This article is the second part of the Guide to integrating Showpad and MS Dynamics.

Key features

• Enable Showpad activity logging in MS Dynamics 365
• Let sales reps see the activity on a Showpad share in MS Dynamics 365
• Logging an activity is supported on MS Dynamics 365

You need this to succeed

• Showpad Ultimate plan
• Admin privileges on both the Showpad and MS Dynamics 365 platforms
• Showpad Insights App installed in your MS Dynamics 365 environment
• The Organization Secret, generated while configuring Showpad's Insights App
• MS Dynamics tenant URL and Entra tenant ID
• MS Dynamics primary user email address must match the Showpad user email address

The quick way to awesomeness

1. Open Showpad, go to Integrations, CRM, and add the generated Organization Secret.
2. Use the tenant URL and the Entra tenant ID.
3. Save the settings in Showpad.
4. Sign in with your MS Dynamics account. This account needs to be an admin in both Showpad and MS Dynamics.
5. Enable logging by default.

Note: For the integration to work, the primary email of this user must be the same as the email address used for Showpad.

Do this step by step

1. Log into the Showpad Online Platform with your Administrator credentials, click the gear icon, and select Integrations.
2. Select CRM in the Integrations section, then click Connect to CRM.
3. Provide an Alias for the connection. In the CRM Instance dropdown menu, select Microsoft Dynamics. Add the Microsoft Dynamics Instance URL and Microsoft Entra tenant ID.
4. Click Connect to Microsoft Dynamics.

5. By default, Showpad users can log shares to one Account, Opportunity, Contact, or Lead - reflecting the single 'regarding' field in the created Dynamics Task. As an admin, you can enable logging to multiple records to ensure a Showpad share appears on all relevant timelines. Enabling this will create a separate Task record, one for each record, within Dynamics. 

   To allow activity logging to multiple records, navigate to the Showpad data to CRM section. Click Edit.
6. Select whether Share activity can be logged to multiple CRM records or just one. If enabled, users will be able to log relevant shares to multiple CRM records, creating an activity on the timeline of each record in MS Dynamics.
   Click Save once your selection is made.
7. Scroll down to the Showpad Widget section and click Edit next to Organization Secret.
8. Enter the Organization Secret and click Save. It's possible to configure the Insights App from multiple CRM instances. In this case, you'll enter the Organization Secret from each instance, separating them with commas.
   Example: secretNumber1,secretNumber2.
9. Authenticate with the Microsoft Dynamics account. This account needs to be an admin in both Showpad and MS Dynamics. Make sure that the primary email of this user is the same as the email address used for Showpad.
10. Enable Consent on behalf of your organization.
11. The connection will be verified and added to the CRM configuration. Users will now be able to log any email Share and Shared Space they create to a Microsoft Dynamics 365 object on the Web App or Showpad iOS app. This will log to a single account, opportunity, contact, or lead.
12. You can streamline the logging of Share activity to MS Dynamics and help ensure that sellers consistently log their interactions by enabling automatic logging by default.
    
    In Admin Settings, select CRM in the Integrations section, then click the Settings button and select the checkbox for Enable CRM logging by default. Click Save.Once enabled, Shares are automatically set up to be recorded in MS Dynamics by default. If your sellers haven’t signed into the CRM, they’ll be prompted to do so. If they’re already signed in, they’ll only need to add the opportunity, contact, or lead information. 
    

    Note: This setting is for the Web App only.

13. If you have multiple Dynamics instances connected, when users enable Log to Dynamics on their shares for the first time, they will choose which instance is relevant to them. After they authenticate their Dynamics account, shares will be logged.
14. Now that Showpad activity logging 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.