Syncing Microsoft Dynamics CRM

How to integrate your Microsoft Dynamics contacts with your FMG account

🔄 Syncing Microsoft Dynamics

1. Access the Contacts Page: In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard:
   
2. Initiate Sync: Click "Sync MS Dynamics" under the Import Your Contacts section.
   

3. Authenticate: Log into your Microsoft Dynamics account. This is a one-time authentication process to enable successful syncing.

4. Configure Sync Settings: In the “Microsoft Dynamics Sync Report” modal, select your preferences:
   • What Would You Like To Sync From Microsoft Dynamics?: Decide which contacts from Microsoft Dynamics you want to add to FMG. You can either sync all your contacts or only those within specific groups.

During the syncing process, all existing contacts in your FMG admin will be replaced with your Microsoft Dynamics contacts. If you have contacts in FMG that aren't in Microsoft Dynamics, export them and add them to Microsoft Dynamics before syncing.

✔️ Updating Your Sync Settings

To update your sync settings (select new or remove groups) after your initial integration:

1. In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard.

2. Select the arrow dropdown next to "Update Contacts" and select "Update current settings."
   
3. You can then update the contact settings in the "Microsoft Dynamics Synchronization" modal. 

⌛ Sync Frequency

The sync frequency between Microsoft Dynamics and FMG will occur automatically once a day. 

🔢 Contact Limits

Contact Integration is limited to 30,000 contacts and/or 1,000 groups in your Microsoft Dynamics database, regardless of how many are selected to sync. Attempts to sync databases over this size limit will fail.

📝 Editing Contacts and Groups

Once your Microsoft Dynamics has been integrated, you cannot edit your contacts/groups or add new contacts/groups manually from your FMG account.

You must make these changes from your Microsoft Dynamics account. These changes will automatically sync to your FMG account daily.