Introduction
Enlyft is your fully integrated Sales Intelligence provider for Dynamics. With the Enlyft Dynamics integration, depending on your plan, you can:
Get instant access to deep account insights directly in Dynamics, including company details, buying intent signals, software & hardware technology stacks, and more.
Export accounts, including full company profile and account insights.
Export qualified leads, including their business emails, direct dials and job profile.
Leverage Enlyft data to build optimized workflows, personalize emails, lead routing, reporting and more.
Keep your Dynamics data clean and up-to-date with regular Enlyft data updates.
Get up and running in minutes.
And more!
The integration will:
Create new Company records when you export accounts from Enlyft.
Create new Contact records when you export contacts from Enlyft.
Enrich your Company and Contact records with Enlyft data.
Regularly update the Enlyft exported data.
Integration prerequisites
Valid Dynamics 365 license
Active Enlyft subscription,
Note: CRM integrations are available only for select plans. Please contact us to learn more.
Admin user access to the Enlyft application.
Note: Only users with Administrator privileges in Enlyft can set-up the Dynamics integration. For any of the other roles, contact your plan Admin to set you up. If you do not know who your admin is, contact Enlyft support. To check your role, visit https://app.enlyft.com/settings/profile
Dynamics 365 Admin privileges
Azure Active Directory (Azure AD) Global Admin privileges
Completing the installation
As a Dynamics 365 Admin visit the Enlyft application page in AppSource
Click on the “Get it now” button
If needed, authenticate as Dynamics 365 Admin
Select the production environment where you want to install the Enlyft application.
Click on Install
Confirm that the installation is complete by verifying that the status of “Enlyft Account Intelligence” is showing as “Installed”.
Visit the Enlyft Integrations page
Click on Connect within the Microsoft Dynamics tile.
Provide the URL to your Dynamics instance in the modal
In the left menu, click on Environments
Select the environment which you would like to use
Copy the environment URL.
Paste into the modal on Enlyft. Make sure to include https://
You will be forwarded to the Microsoft authentication page. Log in with your Dynamics 365 Admin or Write Access user credentials.
Review all permissions and click on the “Accept” button.
Configuration in Enlyft
Step 1 - Decide which solution to use
If you have multiple solutions within Enlyft, select the one you want to sync with Dynamics.
Step 2 - Decide how to export Contacts and Enable/Disable automatic Enrichment
Enlyft Accounts will be exported as Dynamics Accounts and Enlyft Contacts can either be exported as Dynamics Contacts or Leads. Choose an option based on your requirement
Automatic Enrichment can be enabled or disabled for Accounts, Contacts & Leads.
Step 3 - Field Mapping
This feature allows you to decide which Account, Contact or Lead properties (i.e. fields) you want to push each individual Enlyft data attribute. You can select any of the default or custom Dynamics fields, including the ones created by Enlyft.
Please note:
Any existing data in the selected fields will be overwritten after initial installation, and refreshed on a weekly basis going forward.
Account Field Mapping
Contact Field Mapping
Lead Field Mapping
Exporting Accounts and Contacts from Account Insights page
Exporting an Account: Click on Export.
Any Enlyft account will be imported as an Account record in Dynamics. If another record with the same website exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
Exporting a Contact: Click on Export.
The contact will be exported as either Contact or Lead based on your selection in the “Export Settings” page.
With Contact exports, an associated Account record is also created in Dynamics.
If another record with the same email exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
Next steps
Please reach out to your Customer Success representative once you have completed the installation, so we can guide you through the different D365 configuration options and ensure that your team has been fully set up for success.
Once your Customer Success representative confirms that your configuration has been set up, you are fully ready to leverage the Enlyft integration.
Updating the Enlyft Account Intelligence application
Updates to the Enlyft application are automatic in most Dynamics environments. However, if automatic updates are not enabled in your instance, please follow the steps below to update the Enlyft application:
Select Enlyft
Click on Resources, then on Dynamics 365 apps
Find Enlyft Account Intelligence in the list
Click on Update available link in the Status column