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 all the information Leadfeeder sends to your Dynamics 365 account.
Accounts and Leads
STEP 1: Leadfeeder's integration introduces two new fields for Accounts and Leads: "View in Leadfeeder" and "Latest Leadfeeder Visit".
Go to any Advanced Settings, then choose Customizations and Customize the system. After that, select Account and Forms. Choose here the form you would like to edit (most probably the one that is the Main one).
From here you will click on "Customize the System" opening a new window if you are viewing Dynamics 365 from a browser.
Navigate down from Entities you will see Account to Forms. Now that you have Forms open you will look for the Account and select.
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 of Dynamics only. We do not integrate with the On-Premise version.