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Project Recipe: Lead to Account Matching for Dynamics

  • Updated

The following is a guideline to follow when using the recipe "Lead to Account Matching for Dynamics". Please read these guidelines before cloning the recipe.


Overview

This recipe provides the following:

  • Jobs that compare Dynamics Leads and Contacts to Dynamics Accounts to find a matching account and flag whether this match was a high or low confidence match. The lead or contact record is updated to reflect the matched account found
    • Note: At this time, the solution does not qualify (convert) leads to a contact because Openprise has not yet implemented this feature
  • Bots to run the above jobs
    • Note: the bot will be created, but not automated
  • Manual Data Source of all Dynamics accounts that were prepared for matching
  • An AppFactory app to review the results of the jobs

Preparation

  1. Establish Data Sources: A Data Source must be created for the Account, Contact, and Lead object. If you already have these Data Sources, you do not need to create a new one. The Data Sources need to contain the following attributes:
    Accounts Contacts Leads
    address1_city address1_city address1_city
    address1_country address1_country address1_country

    address1_line1

    address1_line1

    address1_line1
    address1_stateorprovince address1_stateorprovince address1_stateorprovince
    name   companyname
    websiteurl websiteurl websiteurl
      emailadress1 emailaddress1
      _parentcustomerid_value _parentaccountid_value
         
  2. Create new Data Target: Create a new Data Target for Contacts and Leads for the field that will be updated with the matched account. Modify the Data Target fields below if your instance uses different fields.
    Contact Lead
    id id
    _parentcustomerid_value _parentaccountid_value 

                 

Clone

To clone the project recipe, navigate to Projects Recipes and select the project recipe to clone

1.png

DynamicsL2AMatching.png

 

You will need to provide:

  • Project name
  • Prefix and/or suffix for all objects in the project
  • Data Sources to be used in the project
  • Data Targets to be used in the project

Examine the cloned project

We recommend you look through all the newly created project elements to familiarize yourself with what has been created.


Look for:

  1. Any job that is marked with errors. These errors must be manually corrected
  2. Export tasks that write back to Dynamics
    • Note: Any Export task to Dynamics has been bypassed for your protection. We recommend that you run the jobs with the bypass enabled so you can review any data changes before writing data back to Dynamics
  3. Examine the filters in task 1 for the following jobs to make sure they process the resulting records according to your requirements:
    1. Dynamics_C2AMatch03 - Update Contact with Matched Account
    2. Dynamics_L2AMatch03 - Update Lead with Matched Account

Run the bot

Look at the output from the job, carefully examining the data to make sure you agree with the results.

 

Finalize the project

Final steps are:

  1. Edit the export task to remove the bypass feature in job Dynamics_L2AMatch03 - Update Lead with Matched Account and/or Dynamics_C2AMatch03 - Update Contact with Matched Account
  2. Edit the Bot to schedule the frequency and enable automation

 

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