Having all of your data kept in one central CRM is great, but without the right reports, your data is nothing but a number.
The Managed Solution download allows you to use Salesloft specific fields to create insightful reports and dashboards in Microsoft Dynamics.
You can download the package from within Salesloft via a zip file and install it in your teams' Dynamics 365 instance. From there, you can build reports and dashboards that fit your business's needs. The download can even be installed in Production or Sandbox environments.
Things to Note:
- This download will only be visible to Salesloft admins.
- If you are a Salesloft admin using Microsoft Dynamics and do not see the Manage Solution Download, reach out to your Salesloft success manager to enable the feature.
In this article, you will learn about the Managed Solution Download for Microsoft Dynamics, including:
The Managed Solution Download for Dynamics creates the Salesloft specific fields that can contribute to reports in your Dynamics instance.
After these fields are created, you will need to complete the field mapping in your Field Configuration so that all the activity logs will sync between Salesloft and Dynamics.
The Managed Solution creates the following fields:
| Objects | Field Name | Field Type | Description | Notes |
|---|
| Activities | Cadence Name | Text | The name given to a Cadence. | |
| Activities | Call Disposition | Picklist | The disposition that the user logged during the call. | There is no OOB Dynamics field available to capture call disposition |
| Activities | Call Duration | Number | How long the call lasted | Rounds to the nearest minute. 29 seconds = 0 min. 30 sec or greater = 1 min, etc. per Dynamics OOB functionality |
| Activities | Call Sentiment | Text | The sentiment that the user logged during the call. | There is no OOB Dynamics field available to capture call sentiment |
| Activities | Clicked Count | Number | How many clicks were received on a URL within an email. | Successfully passing data to Dynamics via API - unable to see in activity timeline UI. Able to see in Activity record detail |
| Activities | Email Template Tile | Text | The name given to a template. | |
| Activities | Replies Count | Number | How many replies an email has received. | Successfully passing data to Dynamics via API - unable to see in activity timeline UI. Able to see in Activity record detail |
| Activities | Viewed Count | Number | How many opens/views an email has received. | Successfully passing data to Dynamics via API - unable to see in activity timeline UI. Able to see in Activity record detail |
| Activities | Salesloft Step Day | Number | The day in the Cadence that a step has been set to be run. | |
| Activities | Actual End | DateTime | The date and time a call ended | Need to change field type to DateTime in Dynamics |
| Activities | Actual Start | DateTime | The date and time a call started | Need to change field type to DateTime in Dynamics |
| Person | Most Recent Cadence - Cadence Name | Text | Shows which cadence a person was most recently on | Cadence fields require custom fields to map to |
| Person | Most Recent Cadence - Last Completed Step | Text | Shows the last completed step in the cadence that this person was on | Cadence fields require custom fields to map to |
| Person | Most Recent Cadence - Next Due Date | Text | Shows the next cadence step due date | Cadence fields require custom fields to map to |
Before you can install the Managed Solution in Dynamics, you must download the package as a zip file from Salesloft.
To download the Managed Solution, follow these steps:
- From Salesloft, click your initials in the upper right corner and go to your Personal Settings.
- Select Download Settings.
- Click Install Managed Solution. This will download the package as a zip file in your browser.
Follow the instructions below to install the Managed Solution Zip file from within Dynamics 365:
- In Microsoft Dynamics 365, go to Settings and select SolutionsSolutions.
- In the solutions list menu, choose Import.
- In the Import Solution dialog, Select Solution Package step and browse to the compressed (.zip or .cab) file that contains the solution you want to import.
- Choose Next.
- You can view information about the solution before you choose Import.
- You may need to wait a few moments while the solution import completes. If it is successful, you can view the results and choose Close.
- If you have imported any changes that require publishing, you must publish customizations before they will be available.
