Microsoft Dynamics CRM Installation Guide

Supported Versions

Bizible supports the following Microsoft Dynamics CRM versions:

  • Microsoft Dynamics 2016 (Online and On-Premise)
  • Microsoft Dynamics 365 (Online and On-Premise)

For connection and authentication, Bizible supports the following Active Directory Federated Services (ADFS) versions:

  • ADFS 4.0 - Windows Server 2016
  • ADFS 5.0 - Windows Server 2019

Install the Managed Solution

Download and install the zip file within Dynamics CRM.

Settings > Customizations > Solutions > Import (button) > Choose File

NOTE

The following two screenshots may vary slightly from yours, as they were taken during a solution upgrade.

Bizible User Permissions

We recommend creating a dedicated Bizible User within Dynamics for us to export and import data through to avoid any issues with other users in your CRM. Take note of the username and password as well as the endpoint URL as this will be used when creating the Bizible account.

Security Roles

If your organization uses Dynamics Security Roles, please make sure the connected user, or the dedicated Bizible User has sufficient read/write permissions to the required entities.

Security Roles are located here: Settings > Security > Security Roles

For Bizible custom entities, we will need full permissions across all of our entities.

NOTE

Users who will be closing opportunities also will need the full permissions.

For Dynamics standard entities, please refer to Bizible’s Dynamics schema document. At a high level, Bizible just needs to read in certain entities in order to gather the appropriate data and write to custom fields that will get installed with the managed solution. We will not create new standard records, nor will we update any standard fields.

Include Touchpoints on Page Layouts:

  1. For each Entity, navigate to the Form Editor. You can either find this under Settings > Customizations > Customize the System > [Entity] > Forms. Or you can find it on the settings while you’re viewing a record.

    • The entities to configure: Account, Opportunity, Contact, Lead, and Campaign.

  2. Page Layouts: first add a “One Column” tile in the section you want the Touchpoints to live. Within that new column, we will need a sub grid added to each form within your Account, Opportunity, Contact, and Lead entities.

  3. Select the object (Bizible Attribution Touchpoints or Bizible Touchpoints) that should render in the subgrid, which depends on the object relationship. Optionally, change the columns that will display by clicking the Edit button. A default layout has been set by the managed solution.

    Bizible Attribution Touchpoint Subgrid - Accounts, Opportunities, and Contact
    Bizible Touchpoint Subgrid - Leads and Contacts

  4. Once you’re done updating the form, publish and save your changes.

Revenue

Bizible points to the standard Actual Revenue field by default. If you are not using this, please explain how you report on revenue to your Solutions Engineer or Success Manager as a custom workflow will be needed.

Close Date

Bizible points to the Actual Close Date field out of the box. If you are not using this or also use the Estimated Close Date field, please explain your process to your Solutions Engineer or Success Manager. A custom workflow may be need to account for both fields.

 

Set up Your Adobe Admin Console and Identity Provider

The first step to using Bizible is to create and sign-in to your provisioned Adobe Admin Console. If you haven’t already received the email with log in instructions, please contact your Bizible Account Representative.

As a product within the Adobe Suite, Bizible leverages the full functionality of Adobe Admin Console for Identity Management. More resources can be found here: https://helpx.adobe.com/enterprise/using/admin-console.html.

We recommend reviewing all of the resources, best practices, and options available to you for Identity Management: https://helpx.adobe.com/enterprise/using/set-up-identity.html.

For guidance and review of setting up your Identity Management within the Adobe Admin Console, please reach out to your Bizible Account Representative.

In order to facilitate user authentication and authorization with your Bizible instance(s), the following steps are required within the Adobe Admin Console:

Setting Up the Bizible Product Card

Upon accessing the Adobe Admin Console, you will see your Bizible Product instance(s) present in the Overview section.

Clicking the Bizible Product Card will show you all of your Bizible instance(s). By default, each Bizible Instance has its own profile prefixed with ‘Bizible’. Any Admins or Users added to this or any other profile within this instance will be able to log in to Bizible.

No action is required to create a new profile within the Bizible Product instance(s).

To begin adding users who can access Bizible, please refer to the Adding Bizible Admins and Bizible Users section below.

Adding Bizible Admins and Bizible Users

The next step is to grant access to the Bizible application by adding users. This can be done in the admins and users directory of the Bizible product card.

User Type Description
Admins these are administrators and power users of the Bizible Application with full ability to update and manage Bizible-specific configuration options
Users these are standard users of the Bizible Application with read only permissions within the Bizible application

When adding a user to their respective group, you’ll see their Identity Type listed.

NOTE

In order to be a Bizible administrator (in apps.bizible.com), a user must be added as a User and an Admin to any Bizible product profile within the Bizible product card.

Signing in to Bizible

After a user has been added to a Product Profile, they’re able to access their Bizible instance(s) by choosing the Sign in with Adobe ID option at https://apps.bizible.com.

Configuring your Connections and Data Providers

After you’ve logged in to the Bizible application and have been set up as a user in the Adobe Admin Console, the next step is to set up your various data connections.

CRM as a Data Provider

  1. In your Bizible account, click the My Account drop-down and select Settings.

  2. Under Integrations in the left nav, click Connections.

  3. Click the Set Up New CRM Connection button.

  4. Next to Microsoft Dynamics CRM, click the Connect button.

  5. Select Credentials or OAuth.

    NOTE

    For more information on OAuth, please visit this article. If you have any questions about the process, please contact your Bizible Account representative.

  6. In this example, we’ve chosen Credentials. Enter your credentials and click Next.

After connecting, you’ll see the details of your Dynamics connection in the CRM/MAP Connections list.

Ad Account Connections

To connect your Ad Accounts with Bizible, start by visiting the Connections tab within the Bizible application.

  1. Follow Steps 1 & 2 from the above CRM as a Data Provider section.

  2. Click the Set up New CRM Connection button.

  3. Select your desired platform.

Bizible Javascript

In order for Bizible to track your web activities, there are multiple steps for setup.

  1. Click the My Account drop-down and select Account Configuration.

  2. Enter your phone number. For Website, enter your primary root domain that will be used for Bizible tracking on your website. Click Save when done.

    NOTE

    To add multiple root domains, please contact your Bizible Account Representative.

  3. The Bizible JavaScript then needs to be placed across the entire site and landing pages. We recommend hardcoding the script within the head of your landing pages or adding through a Tag Management System such as Google Tag Manager.

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