Pardot Knowledge Base

Installing the Pardot connector for live instances of Microsoft Dynamics CRM

Last Updated: Jun 12, 2017 | Print this Article
As of the Summer '16 release (June 2016), the Microsoft Dynamics connector is no longer available to new customers.

Before You Begin

If your CRM has security features enabled to restrict logins to a limited set of IP ranges, you will need to have your CRM administrator add these IP ranges to your CRM whitelist:
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Please note:

Setting up the Connector

  1. In Pardot, Hover over Admin in the top navigation.
  2. Click Connectors in the resulting dropdown.
  3. Click + Add Connector.
  4. Select MicrosoftCRM from the list of vendors.
  5. Enter a Name for the connector that will only be used internally (i.e. "MS Dynamics Pardot Connector")
  6. Enter your Microsoft Dynamics Username and Password (note that if your Microsoft Dynamics password changes, it must be changed here as well to maintain the connection.) The user entered for the connector should have the ability to:
    • Read and update leads and contacts (found in Core Records tab of Security Role settings), including the ability to change the Owner
    • Read Accounts, Opportunities, field customizations related to Leads and Contacts, and Campaigns
    • Read users (found in Business Management tab of Security Role settings)
  7. Enter your MS Dynamics Organization Name. This can be found in MS Dynamics by going into Settings >> Customizations. Within this view you will see Organization Name.
  8. Select "Live" for your CRM Deployment Type.
  9. Enter your MSCRM Server Number. This can be found by logging into MSCRM. If you look at the address bar in your browser, you will see something similar to: Your server number is the number that appears after the 'crm'. In this example, the server number is 4.
  10. Optional Items:
    • Allow editing of Prospect lists within the CRM -- checking this box allows CRM users to add/remove prospects from Pardot lists from within the CRM. If you check this box, you must add the Pardot Lists iframe to the Dynamics user interface by following the steps here.
    • Automatically create prospects in Pardot if they are created as a Lead or Contact in Microsoft CRM -- if this is enabled, any time a lead or contact is created in Microsoft CRM they are also created as a prospect in Pardot and synced with the CRM record. Note that this will not happen for historical leads or contacts, only those created after enabling the trigger.
  11. Click Create Connector to save the new connection.
Your Microsoft Dynamics connector will now appear in the connectors table. Note that the status is marked as Not Verified. To ensure that you have properly set up the connector, click Verify Now. If Pardot is able to successfully send and receive data to and from Microsoft Dynamics, the status will change to a checkmark denoting a proper integration. You're now ready to set up syncing between Pardot fields with Microsoft Dynamics--continue in this series to Syncing Custom Fields with MSCRM.

Need more? Start a conversation with other Pardot users in the Trailblazer Community