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Learn the step-by-step process to integrate Bubble.io with Microsoft Dynamics 365. Check out our easy guide for a seamless integration experience.
Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications. It combines CRM and ERP capabilities and integrates them with Microsoft's productivity applications. It brings together business processes, personal insights, and advanced analytics. Businesses can use Dynamics 365 to manage their sales, marketing, service, finance, operations, commerce, and HR functions.
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As an integration platform, Bubble.io helps connect with other platforms, such as Microsoft Dynamics 365. Here's a step-by-step guide on how you can integrate Bubble.io with Microsoft Dynamics 365.
You need to have an active account on Bubble.io. If you don't, visit Bubble.io, click on the Get Started button and follow the prompts to create a new account.
If you already have an account, simply go to their homepage and click the Log in button then enter your details.
After logging into Bubble.io, you're presented with a Dashboard. Click on the New App button to create a new web application.
Enter your app's name, choose your app's plan, and click Create new app. You will land on the app design page.
Bubble uses plugins to help connect to different services, in this case Microsoft Dynamics 365.
From the app design page, click Plugins in the left-side panel. On the plugins page, click the + Add plugins button. In the plugins marketplace, search for "API Connector".
Click on it and then click the Install button. This will add the API Connector plugin to your Bubble app.
After installing the API Connector plugin, it will appear in the list of installed plugins. Click on it to show its settings.
Click the Add another API button. You will need to add a name for the API (e.g., "Microsoft Dynamics 365") and define the API's base URL. For Microsoft Dynamics 365, it typically looks like this: https://<Your CRM URL>.dynamics.com/api/data/v9.0/.
Click Initialize call to ensure Bubble can connect to the Microsoft Dynamics 365 API properly.
After you've added and initialized the Microsoft Dynamics 365 API, you can now create API calls. Click Add another call button.
For each call, you need to add the following details:
The API calls to Microsoft Dynamics 365 must be authenticated. This often requires a token that you obtain from Microsoft.
On Microsoft Azure portal, register your Bubble.io app to obtain the Client ID and Client Secret. Configure them back in the Bubble.io API Connector plugin under Shared Headers or Parameters.
Now, you can use these API calls in your Bubble app. For example, you can retrieve data or trigger actions in Microsoft Dynamics 365 directly from Bubble.
Simply add a workflow action, find the Plugin section, and you will find your Microsoft Dynamics APIs. Select the API call you want to use and customize it as needed.
Finally, run and test your app. Bubble provides a debugging tool to help you troubleshoot if anything goes wrong with the API calls or your app's workflows.
To use the debug mode, append your Bubble app's URL with "?debug_mode=true". This will allow you to visualize every step in your workflows and see any potential errors.
Remember, you should test your Bubble application thoroughly to ensure that the integration with Microsoft Dynamics 365 is functioning as expected before deploying the application.
Scenario: An IT services provider wants to improve their customer management process for an upcoming business software solutions campaign. They use Bubble.io to customize a campaign-specific web portal, where prospective customers can request additional details or arrange a software demonstration. The goal is to have these new leads automatically recorded in Microsoft Dynamics 365 for subsequent engagement and monitoring.
Solution: Integrating Bubble.io with Microsoft Dynamics 365
Web Portal Creation:
The service provider utilizes Bubble.io to design a web portal that includes a form where potential customers can include their contact information and specific interests.
Setting Up the Integration:
The service provider installs the Microsoft Dynamics 365 plugin in Bubble.io and links it with their Microsoft Dynamics 365 API key. They then develop workflows in Bubble.io that are initiated when a form is completed on the web portal.
Data Sync Workflow:
When a visitor completes the form, the workflow commences. The submitted data (such as name, email, and interested business services) is sent automatically to Microsoft Dynamics 365 utilizing the configured Microsoft Dynamics 365 plugin action. A new lead is created in Microsoft Dynamics 365 with the submitted information, and the lead is tagged or assigned to a certain list or campaign for simple tracking.
Customer Engagement in Microsoft Dynamics 365:
The sales team uses Microsoft Dynamics 365 to establish automated email sequences, workflows, and tasks based on the captured leads. They can divide the leads based on their interests and participation, personalizing the follow-up communications to improve conversion rates.
Monitoring and Analytics:
The integration enables seamless tracking of lead sources and behaviors within Microsoft Dynamics 365. The service provider is able to gauge the effectiveness of their web portal and business software solutions campaign, making informed decisions to optimize their approaches.
Benefits:
By integrating Bubble.io with Microsoft Dynamics 365, the IT services provider can proficiently manage leads from their business software solutions campaign, ensuring timely and personalized follow-up, and consequently achieving superior outcomes.
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