GreenRope Microsoft Dynamics CRM Synchronization Tool

GreenRope users can now integrate their current Dynamics CRM contacts with GreenRope’s powerful web-based sales and marketing solution

GreenropeeImagine is proud to pair with business marketing software company GreenRope to offer a Microsoft Dynamics CRM add-on! GreenRope users can now integrate their current Dynamics CRM contacts with GreenRope’s powerful web-based sales and marketing solution.

Contact information is pushed via the add-on from Microsoft Dynamics CRM out to GreenRope, allowing users to specify which GreenRope group the contacts should be in. Users can also retrieve the GreenRope group name from within Dynamics CRM, also using the add-on. Changes made to
contacts in Dynamics CRM are synched with GreenRope on a real-time basis.
Contacts can also be bulk uploaded from Dynamics CRM to GreenRope

Want to see how this Dynamics CRM add-on can benefit your company? Sign up for a GreenRope account with the promo code THINKETG and receive 10% off your first 12 months!

 

Special Offer for New Users!

Use promo code THINKETG at signup, and receive 10% off of your first 12 months of GreenRope!

 

Click here to create an account!

Using the Synchronization Tool

The GreenRope Microsoft Dynamics CRM Synchronization Tool has two modes of updating contacts.

Real-Time

When a Dynamics CRM user adds a new contact that includes an email address, that contact is automatically pushed to GreenRope and associated with the group designated during setup. Any updates to that contact from within Dynamics CRM are also automatically pushed to GreenRope as well. This is all done behind the scenes in Dynamics CRM; the user does not need to initiate any of the syncing.

Bulk Update

Contacts from Dynamics CRM can also be bulk-imported to GreenRope at any time. Detailed instructions are included in the usage document at this link (PDF document).

 

Download Usage Documentation

Includes screencaptures and detailed information on using the synchronization tool

Click here to download a PDF

Installation & Configuration

Your network administrator can implement the GreenRope Microsoft Dynamics CRM add-in into your existing CRM installation using published customizations.

To begin the install, you will need to have an existing GreenRope account with a username and password, which you will provide to your administrator for setup. You will also need to log into your GreenRope account before installation, and establish a group to associate with all new contacts entered into GreenRope. You will provide this group name to your administrator for setup as well.

Full installation documentation, including troubleshooting, is available here (PDF document).

Download Installation Documentation

Includes customization information along with screencaptures

Click here to download a PDF

Download

Here you’ll find zip file of the GreenRope Microsoft Dynamics CRM Synchronization Tool available for download. Please choose the version of the tool that is designed for the current version of Dynamics CRM that you are using:

On-Premise

For Microsoft Dynamics CRM 2011 On-Premise Installation, RU6 or greater

Click here to download a zip file

Online

For Microsoft Dynamics CRM
2011 Online

Click here to download a zip file

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