Microsoft Dynamics 365 and ON24 Integration

ON24 Connect integrates webinar analytics into Microsoft Dynamics 365 to turn engagement data into action. Marketers can schedule ON24 webinars without leaving Microsoft Dynamics 365 for Marketing, as well as utilize actionable insights from webinars to inform smarter decisions, improve workflows, automate campaigns and enable sales teams. 

Share actionable insights

Provide your sales team with the insights they need to continue the conversation.

Automate campaigns

Map your marketing workflows and automate actions based on attendee activity.

Share Engagement Data

See which attendees engaged with your content and how so your sales can easily follow up.

Integration Guide

The ON24/Microsoft Dynamics 365 integration empowers ON24 users to share data between the ON24 and Microsoft Dynamics 365 platforms. With this integration in place, users can quickly and easily share audience engagement metrics and more.

Connect ON24 with Tibco Scribe
Establish Dynamic Entities
Moving Contacts and Leads
Integrate Prospect Engagement Profile

Connect ON24 with Tibco Scribe

Sharing data between ON24 and Microsoft Dynamics 365 can be completed in just a few clicks but requires an account with Tibco Scribe. If you have not completed the Tibco Scribe integration process, please contact your Customer Success Manager.

Establish Dynamic Entities

Set up a connector for API access to Microsoft Dynamics within Tibco Scribe. This requires user in Dynamics with read/write/edit permissions to open up access to entities and fields in Dynamics. 

ON24 interacts with these common entities: Contacts, Leads, a custom entity to hold webinar event data (title, start time, end time), and a custom entity associated with Contacts and Leads that holds attendee data (e.g., live minutes, archive minutes, etc.).

Moving Contacts and Leads

The Scribe API integration can update or create Contacts and Leads using ON24 registration information.

The integration service also pushes attendee data into a custom entity associated with Contacts and Leads. Determine if you want these records created at registration and updated with attendee data, or only create records for attendees. Any ON24 attendee data point can be added as custom fields to this custom entity for mapping.

Integrate Prospect Engagement Profile

ON24 also hosts a report page for each user, based on email address, that shows lifetime activity in your account. This report is accessible via our Prospect Engagement Profile (PEP) URL. ON24 can push this URL over to a field in your Contact and Lead records. This URL is an un-gated report page that your Dynamics users can leverage to view ON24 activity.

Microsoft Azure Equips its Sales Team with Better Insights Through ON24

With a variety of CRMs at its disposal, Microsoft Azure needed a tool that could easily share data between a range of platforms. With ON24, it found both found the right platform and boosted its sales team’s insights.

Read Case Study

ON24 Integrations

The ON24 Platform integrates with a variety of services and platforms to suit your technology stack. Check out how ON24 integrates with other services like SAP, Marketo and Oracle.

READY TO GET STARTED?

Join the ON24 Webcast Elite Demo to learn how you can create webinar experiences that wow your audience and grow your business.

Register Now