Microsoft Dynamics CRM and Pardot Compatibility

This entry is part 1 of 11 in the series Microsoft Dynamics CRM

This entry is part 1 of 11 in the series Microsoft Dynamics CRMPlease review the below compatibility chart to understand which versions of MSCRM integrate with Pardot. Regardless of your MSCRM version, keep in mind that the Pardot connector will always need to be able to access specific record types in your CRM and your…

Prepending Microsoft Dynamics CRM Custom Fields with “Pi”

This entry is part 5 of 11 in the series Microsoft Dynamics CRM

This entry is part 5 of 11 in the series Microsoft Dynamics CRMInstructions for MSCRM 2011 Currently, your default prefix in Microsoft Dynamics for custom fields might be something like “new.” In order for Pardot proprietary fields (score, grade, Pardot campaign, etc) to sync correctly, Microsoft Dynamics fields need to start with “pi.”  You can do…

Syncing Custom Fields with Microsoft Dynamics CRM

This entry is part 6 of 11 in the series Microsoft Dynamics CRM

This entry is part 6 of 11 in the series Microsoft Dynamics CRMInstructions for MSCRM 2011 To sync Pardot specific fields with Dynamics, you will want to create the following Attributes for both leads and contacts. To create a new Attribute in Microsoft Dynamics, follow the steps listed below. Note that your default prefix for…

Adding the Pardot Activities Iframe to Microsoft Dynamics CRM

This entry is part 9 of 11 in the series Microsoft Dynamics CRM

This entry is part 9 of 11 in the series Microsoft Dynamics CRMInstructions for MSCRM 2011 To add the Pardot Activities iframe to the Dynamics user interface, you will want to follow the steps below for both Contacts and Leads: Click Settings in the bottom left. Click Customization in the top left navigation. Click Customize…