Although ClickDimensions supports other event management solutions, a connector has now been produced to help integrate with Microsoft Teams.
What does the connector do?
Once the connector is set up, data regarding Teams Meetings and Live Events and their participants will automatically flow into Dynamics 365 as Events, Event Participations, and new/updated contacts or leads.
What information is integrated by the connector?
For Events, the following fields are available:
- Meeting Name
- Source
- Type
- Category
- Action for Lead/Contact Creation
- Meeting Description
- Scheduled Start Date/Time
- Created By (in CRM)
- Modified By (in CRM)
- Number Invited
- Meeting ID
- Parent Meeting
- Actual Start Date & Time
- Actual Duration
- Meeting URL
- Owner
- Connector Name
- Campaign
- Lead Generation
- Organization Key
- Scheduled Duration
- Created On (in CRM)
- Modified On (in CRM)
- Status
- Status Reason
- Total Attendees
- Attendance Rate
- Organizer Name
For Event Particpants, the following fields are available:
- First Name
- Last Name
- Email Address
- Registration Date
- Registration Status
- Meeting
- Invitation Response
- Owner
- Lead
- Contact
- Source
- Campaign
- Role
Are there any limitations to the connector?
At present, there are a number of limitations:
For Meetings:
- It is not possible to differentiate between Meetings and Live Events
- It is not possible to capture the Actual Meeting Start and End times
- It is not possible to capture Meeting attendees, attendance rate, actual join/leave time, Q&A engagement
For Live Events:
- It is not possible to differentiate between Meetings and Live Events
- It is not possible to capture Attendees
- It is not possible to identify Presenters and Attendees
- It is not possible to capture the actual Start and End times of the event
- It is not possible to capture the total attendees, actual join/leave time, Q&A engagement
How do I set up the connector?
ClickDimensions have produced their own guide to setting up the connector. As it requires registering an app via the Microsoft Graph API, it is a little more technical than setting up other connectors. If you are an existing Strategy 365 client and require assistance in setting up the connector for your organisation, get in touch with one of our experts who will gladly assist.
