Integrate with Microsoft Dynamics 365 via Make.com
The recommended way to integrate Jlive with Microsoft Dynamics 365 CRM is via our integration with Make.com. This powerful tool allows Jlive to easily connect to 1000s of different platforms. This article focuses on Microsoft Dynamics 365 CRM specifically.
Jlive has partnered with a professional CRM consultancy BKONECT to help Jlive customers to effectively configure their integration with Microsoft Dynamics 365. Due to the work already completed, the process is fairly simple and mostly just requires a few decisions within your organization around how to match duplicate records. BKONECT has created a Microsoft Dynamics 365 CRM template which includes pre-configured Custom Objects that map with Jlive data.
Make.com
Make.com allows you to integrate different platforms with a friendly UI. Jlive has built an app for Make.com which makes it easy to connect to 1000s of other platforms including Microsoft Dynamics 365 – CRM.
https://www.make.com/en/integrations/microsoft-dynamics-365-crm
Integration Schema
This diagram shows how Jlive passes data into the pre-created Custom Objects for Jlive Event, Jlive Order, and Jlive Registration. Jlive Order and Jlive Registration pass data into the existing Microsoft Dynamics 365 CRM Contact Record.
New Events
At a set interval (ex: every 15 minutes), Make.com will get New Events created within your Jlive organization and push that information into the Jlive Event Custom Object.
New Registrants
At a set interval (ex: every 15 minutes), Make.com will get New Registrations created within your Jlive organization and push that information into the Jlive Registration Custom Object. As you can see in the diagram below, there is some logic that will determine how your Microsoft Dynamics 365 CRM handles duplicate records and household. This may require a conversation with BKONECT in order to properly configure it to yoiur needs.
New Registrant Check Ins
At a set interval (ex: every 15 minutes), Make.com will get New Registrant Check Ins created within your Jlive organization and push that Check In information into the Jlive Registration Custom Object in Check In Information field.
Updates to existing records
The same logic and flows will exist for any updates to existing records. This means when an event is modified to a different time or location, or any other update, it will pass to Microsoft Dynamics 365 CRM automatically. When a Registration is cancelled or an Order is Refunded this will also be updated in Microsoft Dynamics 365 CRM . Additionally, when a Registrant Un-Checks In, Microsoft Dynamics 365 CRM will reflect this.
Make.com Scenarios
In Make.com you can configure the data flows and map fields to Microsoft Dynamics 365 CRM .
You can choose what type of data you want to Watch for.
You can connect to your Jlive account using API credentials provided by Jlive Support.
You can choose where to start.
You can connect to your Microsoft Dynamics 365 CRM Implementation.
You can map Microsoft Dynamics 365 – CRM Fields to Jlive Fields.
Scheduling
You can choose how often to run the Make.com Scenarios.
Make.com Official Documentation:
For additional information, here is a link to the Make.com website which speaks to how the Make.com platform integrates with Microsoft Dynamics 365 CRM .