Note:
To access the Microsoft Dynamics integration, you will firstly need to ensure that you have an active Blinq Enterprise account. This is activated upon special request, so please contact your account manager if you are looking to set this up for your workspace.
You'll also need to ensure that you have at least one company contact in your workspace before you begin. Check out our Managing Team Contacts guide for the steps on how to add one if you have not already done so.
The MS Dynamics account used must have sufficient permissions, and be the owner of the Sales Account to which the contacts are being sent.
Connecting Blinq to MS Dynamics
Log in to the Blinq dashboard.
In the left-hand menu, click Integrations.
Select the Export Contacts tab.
Under the MS Dynamics icon, click Connect.
Authorize Blinq access in the MS Dynamics login window.
Configure your integration:
Export as Leads or Contacts
Choose to export new/updated contacts automatically
Assign the owner account (must be the creator of the MS Dynamics Sales Account)
Customizing your MS Dynamics Sync settings
After connecting:
Automatically export new contacts: Enable to auto-sync new Blinq contacts to MS Dynamics.
Automatically sync updates: Enable to push updates from Blinq to existing MS Dynamics records.
Sales Account ID: Provide the Account ID that will own exported contacts/leads.
Click Save once settings are configured.
Manually exporting contacts to MS Dynamics
To manually export:
Go to the Contacts page in Blinq.
Click Export Contacts.
Select to 365 Dynamics Sales
Click Export Contacts on the confirmation dialog box.
All non-exported contacts will be pushed to MS Dynamics.
Note:
Existing contacts are updated if needed — duplicates are not created.