Once you have connected your Microsoft Dynamics 365 CRM account to Leadfeeder, it's time to configure it a bit. The configuration is really easy and it allows you to see the all the information Leadfeeder sends to your Dynamics 365 account.
Accounts, Leads and Opportunities
STEP 1: Leadfeeder's integration introduces two new fields for Accounts, Leads and Opportunities: "View in Leadfeeder" and "Latest Leadfeeder Visit".
Go to any Account, Lead or Opportunity and choose “Form” from the menu. A form editor will appear.
STEP 2: In the Field Explorer > Custom Fields section on the right you will see two new fields: "Latest Leadfeeder Visit" and "View in Leadfeeder". Drag and drop each field at a time to the Summary section.
Once you have published all your changes and saved and closed the form editor, you will see the fields in their new location.
STEP 3: Optionally add Leadfeeder visits table to Account or Lead forms. Go to any Account or Lead and choose “Form” from the menu. A form editor will appear.
i) First create a new One Column tab below the Summary section and name it “Leadfeeder visits”
ii) Select the newly create tab and choose top-level menu Insert option and within it the Sub-Grid option.
iii) Don’t forget to publish and save the changes once done with the details.
*Please note, currently Leadfeeder integrates with the Online version only of Dynamics. We do not integrate with the On-Premise version.