Before users can export data from Cognism to Microsoft Dynamics 365, the integration must be configured by a Cognism Administrator and users must have the appropriate permissions in both Cognism and Microsoft Dynamics.
Requirements
Before configuring the integration, ensure that:
- You have an active Microsoft Dynamics 365 account.
- You have a Cognism account with access to Integrations.
- A Cognism Administrator has enabled the Microsoft Dynamics integration.
- You can sign in to Microsoft Dynamics using your Microsoft credentials.
- You know your Microsoft Dynamics CRM URL.
- You have permission to create or update Leads, Contacts, and Accounts in Microsoft Dynamics.
Cognism permissions
Only Cognism Administrators can:
- Enable the Microsoft Dynamics integration.
- Authenticate the organisation's Microsoft Dynamics connection.
- Configure field mappings.
- Configure update rules.
- Configure export settings.
Once the integration has been configured, authorised users can sign in to their own Microsoft Dynamics account and begin exporting records from the Cognism Web Application.
Microsoft Dynamics permissions
The connected Microsoft Dynamics user should have permission to:
- Create Leads.
- Create Contacts.
- Create Accounts.
- Update existing records.
- View and edit mapped fields.
If these permissions are missing, exports may fail or users may be unable to update existing records.
Supported field types
When configuring field mappings, Cognism supports the following Microsoft Dynamics field types:
- Boolean
- DateTime
- Double
- Integer
- String
- Picklist
- Supported Virtual fields
Some Virtual fields may not be available depending on your Microsoft Dynamics environment.
Unsupported field types, such as multi-select picklists, lookup fields, or unsupported custom field types, cannot be mapped and will not appear in the field mapping list.
Before configuring field mappings
Before users begin exporting records, we recommend that administrators review:
- Contact field mappings.
- Account field mappings.
- Update rules.
- Export settings.
- Whether prospects should be exported as Leads, Contacts, or both.
These settings determine how Cognism creates and updates records in Microsoft Dynamics.