Using the d!nk CRM Connector

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Every customer is using CRM in different way, with standard, customized or custom entities. To support different processes, one or more business flows must be defined for each enterprise.

Integration of d!nk app with CRM is configured and enabled / disabled in d!nk admin on Enterprise level. It is possible to define multiple configurations to support different integration scenarios and one configuration is marked as default.

On User groups and User level it is possible to override default setting for enabling / disabling CRM integration and to define configuration that should be used for specific user group or specific user. Using different configurations on each level it is possible to rollout integration in different phases, using test and production environments.

d!nk supports by default this standard business flow: Account (with related contacts) -> Opportunity -> Appointment -> Analytics report

For each new CRM integration, the business flow should be defined and specified to ensure the flow is supported by d!nk CRM connector. 

How to define business flow in d!nk admin

Following Connectors are default available on the d!nk CRM Connector: Salesforce and Dynamics.

To define CRM Configuration for Dynamics CRM OnPremise, following info should be provided:

CRM Enabled

Yes

CRM Type

Dynamics CRM OnPremise

Connector service URL

provided by d!nk if hosted on d!nk infrastructure, provided by client if hosted on client infrastructure

Organization service URL

provided by client

Flow

different flows for different organization units – provided by d!nk based on input by client on entity definitions

 

To define CRM Configuration for Salesforce, following info should be provided:

CRM Enabled

Yes

CRM Type

Dynamics CRM OnPremise

Connector service URL

provided by d!nk if hosted on d!nk infrastructure, provided by client if hosted on client infrastructure

Salesforce domain

To be confirmed by customer if domain for production or sandbox environment is to be used

Client key

provided by client

Client secret key

provided by client

Flow

different flows for different organization units – provided by d!nk based on input by client on entity definitions

 

How to set up Dynamics CRM to support d!nk integration

To set up Microsoft Dynamics CRM, d!nk solution holding custom objects must be installed. After installing the solution, following steps should be performed:

  1. Connect “Visit analytics” entity to desired entity (for example Appointment) – create One to Many relationship between desired entity and “Visit analytics” entity
  2. Add “Visit analytics” to desired entity as sub grid
  3. Set up security for d!nk custom objects

How to set up Salesforce to support d!nk integration

To set up Salesforce, d!nk custom objects must be created. An custom installation package will soon be available in the Salesforce AppExchange.

Note: Set up security for d!nk custom objects and adapt form views.

Login to the d!nk app

User can login to d!nk app using standard d!nk credentials or using ADFS authentication. If authentication goes through ADFS, the same credentials are used for CRM authentication. If authentication goes through d!nk or CRM credentials are different from ADFS credentials (for any reason), additional authentication will be performed to login with CRM. Without successful login to CRM, d!nk app will not be usable.

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