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Content  

Content 2 

PURPOSE 3 

PREREQUISITE 3 

FEATURE SUMMARY 3 

SOLUTION INSTALLATION 4 

HOW TO INSTALL THE SOLUTION? 4 

STEP 1: JABMO - DYNAMICS CRM ORGANIZATION CONNEXION 4 

ORGANIZATION SERVICE URL 4 

LINK JABMO USER ACCOUNT AND DYNAMICS CRM USER ACCOUNT 7 

STEP 2: ACCOUNTS SYNCHRONIZATION CONFIGURATION 9 

ORGANISATION SYNCHRONISATION 9 

USER LEVEL SYNCHRONISATION 10 

STEP 3 : JABMO ABM SOLUTION IMPORT 11 

BEST PRACTICES 12 

INCREASE ACCOUNT MATCHING BETWEEN JABMO AND SALESFORCE ACCOUNTS 12 

CONFIGURE DYNAMICS CRM OBJECT ACCESS 13 

STANDARD OBJECTS RIGHTS 16 

Leads 16 

Accounts 16 

Contacts 16 

Opportunities 16  

 

   

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PURPOSE This tutorial will help you connect Jabmo with your Microsoft Dynamics CRM organization. 

 

PREREQUISITE Jabmo « Account Based Marketing » solution works with Dynamic 2016 online & Dynamics 365.  

 

FEATURE SUMMARY  

Features  Notes 

Display Dynamics CRM contacts in Jabmo Account page 

  

Export target accounts from Jabmo to Dynamics CRM 

 

Show Dynamics CRM open opportunities in « Pipeline Impact » dashboard in Jabmo 

 

Get Dynamics CRM open or closed won opportunities for the last 12 months to fill « ABM Dashboard » and « Sales Pipeline » in Jabmo 

 

Display marketing engagement details in Dynamics CRM for target accounts 

« Jabmo Account Form » in an account section 

Display marketing engagement details in Dynamics CRM for target accounts 

« Jabmo Account Form » in an account section 

Display « Jabmo Pipeline Impact » dashboard in Dynamics CRM 

« Jabmo Pipeline Impact » in Charts section right from opportunities table 

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SOLUTION INSTALLATION A. HOW TO INSTALL THE SOLUTION? 

 

Jabmo Account Based Marketing solution installation only needs 3 steps. 

 

 

B. STEP 1: JABMO - DYNAMICS CRM ORGANIZATION CONNEXION 

  

1. ORGANIZATION SERVICE URL  

 

Add your CRM organization service URL to Jabmo Jabmo "admin / Microsoft Dynamics CRM organization service" form. 

 

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Your CRM organization service URL is in « Settings / Customization / Developer resources » section in Dynamics CRM. 

 

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2. LINK JABMO USER ACCOUNT AND DYNAMICS CRM USER ACCOUNT  

 

Every Jabmo user need to link his Jabmo and Dynamics CRM accounts so that he can get Jabmo integration with Dynamics CRM features. 

 

Go to « My Profile » section in Jabmo and click « Link to my Microsoft Dynamics account » 

 

 

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To get Jabmo to load this configuration your need to switch to another section from the app and reload it (F5). 

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C. STEP 2: ACCOUNTS SYNCHRONIZATION CONFIGURATION 

 

3. ORGANISATION SYNCHRONISATION 

Fill organization synchronization form in "admin / Dynamics CRM synchronization " section in Jabmo. 

This form will enable / disable your organization synchronization in order to: 

● Send Marketing Engagements for your target accounts from Jabmo to Dynamics CRM 

● Get your CRM opportunities to fill Jabmo sales Pipeline 

This form also contains a field for account matching between Jabmo accounts and CRM accounts. Jabmo provides a field for this purpose in its solution but you can use your own. 

For more details about account matching read « Increase account matching between Jabmo and CRM accounts  » section 

 

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Jabmo integration for Dynamics CRM works at a user level! Link CRM user accounts to Jabmo to get the most from Jabmo ABM solution for Dynamics CRM. 

 

 

 

 

4. USER LEVEL SYNCHRONISATION 

Fill "settings / Dynamics CRM synchronization " form in Jabmo. 

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You are all set. Let’s import Jabmo solution. 

 

 

 

 

D. STEP 3 : JABMO ABM SOLUTION IMPORT 

 

Download Jabmo Account Based Marketing solution: 

https://resources.jabmo.com/dynamics-crm/JabmoAccountBasedMarketing_0_1_target_CRM_8.0_managed.zip 

 

Log into Dynamics CRM and go to « Settings / Customization / Solutions » section.  

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Import Jabmo Account Based Marketing solution. 

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Congratulation! « Jabmo Account Based Marketing » solution is successfully added to your CRM. 

 

 

 

BEST PRACTICES A. INCREASE ACCOUNT MATCHING BETWEEN JABMO AND 

SALESFORCE ACCOUNTS 

 

Most of data flows between Jabmo and Salesforce are based on an account level. Jabmo integration matches Jabmo and Salesforce accounts.  

There are two matching cases:  

● one on company names and  

● one on company national IDs.  

The second one is more precise and give more results. So we preconize to add a custom field to your “Accounts” in Dynamics CRM and report its name in "admin / 

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Dynamics CRM synchronization" form in Jabmo. Jabmo integration will automatically use this field to match accounts. 

« National Ids » are displayed in Jabmo account page. 

 

 

B. CONFIGURE DYNAMICS CRM OBJECT ACCESS 

 

 

To get Jabmo integration for Dynamics CRM to work you need to check Dynamics CRM object rights. Please have a look at the appendix to review the mandatory fields. 

 

Jabmo integration with Salesforce data flows is bidirectional and work on a “user” level. 

Jabmo integration with Salesforce needs access rights for some Salesforce objects so that it can read and add information. To be sure your Jabmo integration with Salesforce works fine please check the table below, you’ll see what object is accessed for each feature. After that you can check “Appendix” section for more detailed information. 

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Features  Objects 

Display Dynamics CRM contacts in Jabmo Account page 

Contacts 

Export target accounts from Jabmo to Dynamics CRM 

Leads 

Show Dynamics CRM open opportunities in « Pipeline Impact » dashboard in Jabmo 

Opportunities 

Get Dynamics CRM open or closed won opportunities for the last 12 months to fill « ABM Dashboard » and « Sales Pipeline » in Jabmo 

Opportunities 

Display marketing engagement details in Dynamics CRM for target accounts 

Account 

Display marketing engagement details in Dynamics CRM for target accounts 

Account 

Display « Jabmo Pipeline Impact » dashboard in Dynamics CRM 

Opportunities 

 

 

   

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APPENDIX    

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I. STANDARD OBJECTS RIGHTS Leads 

Access Level 

 

Read 

Write 

  x  subject, companyname, address1_line1, address1_postalcode, address1_city, address1_country, telephone1, websiteurl, leadsourcecode, lastname, firstname, jobtitle 

 

Accounts 

Access Level   Read  Write x    accountid, name  

Contacts 

Access Level   Read  Write x    contactid, lastname, firstname, jobtitle, telephone1, 

mobilephone, emailaddress1, parentcustomerid, contact, accountid, account 

 

Opportunities 

Access Level   Read  Write x    opportunityid, name, totalamount, statuscode, statecode, 

closeprobability, createdon, estimatedclosedate, actualclosedate, ownerid, parentaccountid, opportunity, accountid, account, oppAccount, ownerid, opportunity, systemuserid, systemuser, oppOwner, fullname, domainname 

 

 

 

 

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