This article provides information on how to connect your Hustle account to Microsoft Dynamics to share data and activity between the two.
- If your organization has already signed up to use Hustle's messaging platform, contact your CSM.
- If you don't know who your CSM is, contact support@hustle.com with the email and phone number on your Hustle account.
- If your organization has never used Hustle and is interested in signing up, contact sales@hustle.com.
Heads up! Here is a list of terms you'll see used in this article:
- Tenant: Customer account
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Environment: A space under tenant where there can be different environments
- Example: Microsoft Dynamics is an environment
- Application user: A user within Dynamics 365 that is tied to an Azure Active Directory Application, and performs tasks in Dynamics 365 on behalf of that application.
- Custom solution: How Hustle verifies the environment on behalf of the application user.
How do I set up Microsoft Dynamics with Hustle?
Before setting up the integration, admins will need to register the Hustle application in their tenant.
This can be set up with your CSM. Reach out to support@hustle.com if you aren't sure who to be in touch with!
Once you have your Tenant ready, it's time to set up the integration with Hustle:
Note: You will need Global Access for these next steps in order to access the URLs that link your Tenant and Environments. If you do not have Global Access, you’ll need to find someone who does to perform Step 2 below.
- From the Admin Panel, click Integrations.
- Click Add Integration under Microsoft Dynamics
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Step 1: Fill out this form on the following page
- For Azure, you'll just copy & paste the URL in the Domain Name column in your Manage Tenants page
- Copy and paste this link from your Manage Tenants page:
- For Dynamics, select Environments from the left side of the screen, click on your Hustle Environment Instance, and voila!
- Copy & paste the Environment URL into the form.
- For Azure, you'll just copy & paste the URL in the Domain Name column in your Manage Tenants page
- Click Continue
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Step 2: Submit for Global Admin Approval
- Microsoft Dynamics global admin access is required. You will receive an email when the global admin completes this step.
- When you have been approved, click Done.
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Step 3: Import Microsoft custom solution by following the steps below, then click Done.
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Step 4: Add Microsoft Application User by following the steps below, the click Complete.
When you're all set up the Integration page will look like this!
How do I upload contacts?
Admins will be able to export lists of contacts from Microsoft Dynamics as CSVs and import them into Hustle using our standard CSV import system.
How does my data sync back to Microsoft Dynamics?
For Hustle Messages sent via P2P Goals, all Messages will sync back to Microsoft Dynamics as records in a custom subtype of the Activity table, called hustle_messages. One hustle_message will be created in MS Dynamics for every P2P message sent to and received from the contact in Hustle.