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Dynamics 365 CRM Data Integration

Contact Support for assistance with the setup of Scribe.

 

Dynamics Entities

Within the Tibco Scribe platform you can setup a connector for API access to Microsoft Dynamics. The connector uses a user in Dynamics to access the API, and any read/write/edit permissions for the user will open up access to entities and fields in Dynamics. The most common entities we interact with are Contacts, Leads, a custom entity to hold webinar event data (title, start time, end time), and a custom entity associated with Contacts and Leads that holds attendee data (live minutes, archive minutes, engagement score, poll responses, survey responses, etc.)

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Contacts and Leads

The Scribe API integration can use ON24 registration information to update or create Contacts and Leads.

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Custom Entity for Webinar Activity

In addition to pushing registrant data to Contact and Lead records, the integration service can also push attendee data into a custom entity that is associated with Contacts and Leads. You can determine whether or not you want these records created at registration and updated with attendee data, or only create records for attendees. Any of the ON24 attendee data points can be added as custom fields to this custom entity for mapping.

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Prospect Engagement Profile URL

ON24 also hosts a report page for each user, based on email address, that shows lifetime activity in your account. This report is accessible via our Prospect Engagement Profile (PEP) URL. We can push this URL over to a field in your Contact and Lead records and this URL is an un-gated report page that your Dynamics users can leverage to view ON24 activity.

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