Video Walkthrough
Description
Microsoft Dynamics is a portfolio of intelligent business applications designed to improve operational efficiency and deliver exceptional customer experiences. By integrating Snapchat Lead Generation Ads with MS Dynamics via Datahash, you can automatically sync lead data into your CRM, enabling faster follow-ups and improved lead management.
Prerequisites
Before starting, ensure you have:
- Active MS Dynamics Account
- Dynamics Domain Name – Found in the address bar after logging in
- Web API Endpoint – Available under Microsoft Power Apps → Settings → Developer Resources
- Application Client ID – From Azure Active Directory (AAD) app registration
- Client Secret – From AAD, generated for the registered app
- Tenant ID (Directory ID) – Unique identifier for your Azure AD tenant
- Defined Snapchat Lead ID field in the target CRM module
- Any mandatory CRM fields ready for mapping (marked with an asterisk in your schema)
Setup Instructions
Step 1 – Log in to Datahash
- Go to Datahash Studio
- Enter your credentials to access the dashboard
Step 2 – Open MS Dynamics Connector
- Navigate to Destinations → CRM
- Click on the MS Dynamics connector tile
3 – Configure Authentication
- Choose the Authentication Type (as required)
- Provide the following details:
- Dynamics Domain Name
- Web API Endpoint
- Application Client ID
- Client Secret
- Tenant ID
- Click Validate Credentials
4 – Select Data Source
- Choose Snapchat Lead Generation Ads as the source type
- Select the connection name (must already exist as a Snapchat Lead Ads Source in Datahash)
- Provide a name for this destination connection
5 – Field Mapping
- Map each Snapchat Lead form field to the corresponding MS Dynamics schema field
- Ensure Snapchat Lead ID is mapped (mandatory)
- Map all other CRM mandatory fields (marked with *)
- You may map additional optional fields as needed
- Click Test Connection to validate mapping
6 – Complete Setup
- Once the test passes, click Finish
- The new MS Dynamics destination will now appear in your Dashboard
Managing Connections
Add a New Instance
- Follow the same setup steps as above
- Provide a unique name for the new instance
- Complete field mapping and validate the connection
- Click Finish to save
Edit an Existing Instance
- Go to Manage Existing Connections
Click on the connection name
- Click the Edit icon (top-right)
- Update required fields (authentication or mapping)
- Update required fields (authentication or mapping)
- Click Test Connection
- Click Finish to apply changes
(If you cancel before finishing, existing settings remain active)
