MSCRMi Checklistby Application

This document serves a guide to help organize and setup an IBM Watson Campaign Automation(aka WCA) and Microsoft Dynamics CRM integration via Scribe Online. The steps provided do not always follow the order presented and will vary for each Company. Please keep a copy of this guide and make notes for your records.

Date Completed / Integration Step or Task
(these steps don’t follow the order presented and varies for each Company depending on the Administrators involved) / Notes
IBM Marketing Cloud Admin
☐Date / Create a new flexible databasein WCA
☐Date /
  • If specifying an Org Admin account for the integration, ensure theintegration account has APIaccess

☐Date /
  • Select the new Flexible database as the CRM sync database.

☐Date /
  • Generate the Refresh Token for MSCRM
/ To be given to CRM Admin to Configure the WCA Settings in MS Dynamics CRM
☐Date /
  • Generate the RefreshToken for Scribe Online
/ To be given to Scribe Admin to Create the WCA Connection in Scribe Online
Microsoft Dynamics CRM Admin
☐Date /
  • Import the WCAIntegration Solution to your MS Dynamics CRM environment - IBM WCA MS CRMSolutions

☐Date /
  • Configure the WCAsettings in MS Dynamics CRM for the integration

☐Date /
  • Configure your defaultMS CRM Sync optionsfornewLeadand Contact recordsin CRM
  • Mass Update – See “What to do next” in the above article -the "Sync to IBM Marketing Cloud"checkbox forexistingcrm records that will be sent to WCA

Scribe Online Admin
  • Provision a Scribe Online Org
  • An Org will be created by the CRMi Specialist and the contact on the CRMi case will be invited to join the org as an administrator to assist with setting up and monitoring the sync.
  • If someone else other than the contact on the case need to be invited to the org, please let the CRMi specialist know via the CRMi case.

☐Date /
  • Provision Scribe Online Cloud or On-Premise Agent
  • On premise agents have to be installed by the assigned Admin(s) for the company.
  • Please review the Proxy and Firewall Document
/ A cloud agent willautomatically be provisioned as a reference by the CRMi Specialist.
☐Date /
  • SetupScribe WCA Connection

☐Date /
  • Setup Scribe MS Dynamics CRM Connection

☐Date /
  • Create a Solution in Scribe for Syncing lead\contact records
/ A Standard Sync solution will be created by the CRMi Specialist
☐Date /
  • Download and Import the mapping templates
  • Scribe maps for MS CRM integration
/ The initial mapping templates will be imported into the Standard Sync Solution by the CRMi Specialist
☐Date /
  • Map fields in Scribe

Cross Admin Collaborations
☐Date / Plan field mappings.
Download thefollowing document
  • Field Mapping Template
/ CRM Admin and WCA Admin
Finalize the Synchronization Setup
☐Date /
  • Review the maps & activate the initial record sync.
  • If applicable, set the sync Schedule in Scribe Online.
/ The initial setup case will be closed after this step is completed and other CRMi cases can be opened for customization or troubleshooting.

Additional Integration Features

  • MSCRMi Features

Send WCA Email / Overview
Contact Insight / Overview
CRM Campaign List to WCA Contact List / Overview
WCA Template Foldering / Overview
  • After the lead and contact record synchronization setup is complete you may consider synchronizing via Scribe Online:

Statistics for WCA mailings sent from CRM / Overview
WCA Lead Alerts to Create CRM Tasks / Overview
Parent Account Data for related leads and contacts / Overview / *Requires the “CRMAccountID” field is mapped in the Lead-Contact maps
Other CRM records related to the synchronizing leads and contacts (opportunities,products, orders, etc).
This is known as Relational Table synchronization. / Overview

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MSCRMi Checklist by Application