Setup a WorkCast to Microsoft Dynamics 365 Integration

Email support@workcast.com if you would like to connect your account to our updated Microsoft Dynamics 365 integration (This is a temporary step and may take 2-5 business days to be activated).

You will receive an email back from Support once the integration setup has been made visible in your account along with your WorkCast API key.

 

Authenticate your Microsoft Dynamics 365 account

Once you have received your WorkCast API key,  log in to your account with your Producer login, click on the Integrations menu on the top bar.

You will now be presented with the option to select the required integration type. Select the Microsoft Dynamics 365 icon.

Click the bar that shows "New authentication" to login to your Microsoft Dynamics 365 account.

 

Confirm your WorkCast account details

For the next section you will need to confirm a few details for your WorkCast account. Please enter your:

• WorkCast Account ID (can be found in the top right hand corner of your account)
• WorkCast API Key (please reach out to support@workcast.com if you do not have this)

Authenticate your Microsoft Dynamics 365 account

Click New authentication to login to your account.

This will open a pop-up that will ask for your Authentication Name (choose whatever you feel is appropriate for your account) and your Microsoft Dynamics 365 URL. Once added click Create.

A Microsoft Dynamics 365 authentication popup window will appear. Use this to login to your account, select the account you wish to connect to and click Choose Account. If you close this box at any time you will need to start the authentication process again.

This may take you another page to confirm details before automatically closing once authentication is complete. You should see a notification in the bottom left hand side of the to confirm that authentication for your account has been successfully created.

 

Select your field mappings

Once your Microsoft Dynamics 365 account has been authenticated, you can add your field mappings to select which properties should go where from your WorkCast to your Microsoft Dynamics 365 account. You can Add a new mapping as well delete mappings with the trashcan icon.

Once completed, click Finish.

 

How is your data captured in Microsoft Dynamics 365?

Each time someone registers for an an event the integration will:

• Search by email address for a contact that matches
• If found then any missing data will be updated on the contact
• If no contact is found then a new lead is added 
• A registration activity is added for the event on the contact or lead (includes event title, date and time and event ID)
• If attends the event then an attended activity is added to the contact or lead

Currently no attended data will pull though for historic events but will pull through for upcoming events.