Microsoft Dynamics Integration

Connecting to Dynamics

In Admin --> External Webhooks and API form click on the Dynamics tab.

From Microsoft you will need the following information to Vega:

To Microsft you'll need to provide the below information from Vega:

To map Dynamics check boxes to attribute in Vega, you'll need to Dynamics custom check box name:

And map this to the appropriate attribute in Vega. One Dynamics check box can be added to mutliple Vega attributes.

If you wish to see information coming in from Dynamics click the View Logs button on the top of the Dynamics tab.

Select your date range and click Load Logs.

The logs are broken into two tabs, Contacts Pull (coming from Dynamics) and Contacts Push (pushing to Dynamics).

Contact Object
Dynamics Column	Vega Column	Notes
contactid	External ID	This column is used to match the record when importing and exporting
fullname or mag_fulllegalname	Account Name
lastname	Last Name
firstname	First Name
emailaddress1	Email
emailaddress2	Email 2
jobtitle	Job Title
new_title	Title
mobilephone	Mobile Phone
telephone1	Work Phone
telephone2	Home Phone
birthdate	Birth Date
address1_line1	Address 1
address1_line2	Address 2
address1_line3	Address 3
address1_city	City
address1_stateorprovince	State
address1_postalcode	Post Code
address1_country	Country
new_etapid	eTap ID (Attribute)
mag_salutation	Salutation
mag_contactid	Mag Contact ID (Attribute)
adxc_importantnotes	Alerts
gendercode	Gender (Attribute)	If gendercode = 1 Then Male Else IF gendercode = 2 Then Female Else Map to Gender Attribute (in mapping section in Admin)
dxc_importantnotes	Notes
description
statecode	Account Active	If statecode = 0 Then False Else True
Annotation Object
notetext	Note
subject	Note Subject
(Created Date)	Note Date
Attributes Object
Dynamics Attribute (key)	Attribute
value		If value = True and event type = create or update then create attribute (ignore if already exists and open). If value = False and event type = Update then close attribute if exists. If mapped attribute = Mail Status or Contact Status then update Account Status and Mail Status accordingly.