Pardot Knowledge Base

Microsoft Dynamics

Adding the Pardot Activities Iframe to Microsoft Dynamics CRM

Instructions for MSCRM 2011 To add the Pardot Activities iframe to the Dynamics user interface, you will want to follow the steps below for both Contacts and Leads: window.location = 'http://help.pardot.com/...

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Adding the Pardot Lists Iframe to Microsoft Dynamics CRM

Instructions for MSCRM 2011 These instructions require that you have already added the Pardot Activities Iframe to MSCRM; please click here in the MSCRM Connector series for more details. To add the Pardot Lis...

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Creating the Pardot Section in your Microsoft Dynamics CRM Lead and Contact Layouts

Instructions for MSCRM 2011 window.location = 'http://help.pardot.com/customer/portal/articles/2519927-end-of-life-announcement---sugarcrm-netsuite-microsoft-crm-connectors'; Click Settings in the bottom l...

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Mapping Your Microsoft Dynamics CRM Lead Fields to Contact Fields

window.location = 'http://help.pardot.com/customer/portal/articles/2519927-end-of-life-announcement---sugarcrm-netsuite-microsoft-crm-connectors'; Instructions for MSCRM 2011 You will also need to map the le...

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Microsoft Dynamics CRM and Pardot Compatibility

window.location = 'http://help.pardot.com/customer/portal/articles/2519927-end-of-life-announcement---sugarcrm-netsuite-microsoft-crm-connectors'; The Microsoft Dynamics CRM connector is deprecated and is no...

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Prepending Microsoft Dynamics CRM Custom Fields with "Pi"

window.location = 'http://help.pardot.com/customer/portal/articles/2519927-end-of-life-announcement---sugarcrm-netsuite-microsoft-crm-connectors'; Instructions for MSCRM 2011 Currently, your default prefix i...

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Syncing Custom Fields with Microsoft Dynamics CRM

Instructions for MSCRM 2011 To sync Pardot specific fields with Dynamics, you will want to create the following Attributes for both leads and contacts. To create a new Attribute in Microsoft Dynamics, follow t...

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Viewing "Active" & "Inactive" Prospects in Microsoft Dynamics CRM

window.location = 'http://help.pardot.com/customer/portal/articles/2519927-end-of-life-announcement---sugarcrm-netsuite-microsoft-crm-connectors'; When prospects are inactive in Microsoft Dynamics, their recor...

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Viewing Social Media Profiles in Microsoft Dynamics CRM

Instructions for MSCRM 2011 These instructions require that you have already added the Pardot Activities Iframe to MSCRM; please click here in the MSCRM Connector series for more details. To add the Pardot Soc...

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What To Do With Bad Contacts and Leads in MS Dynamics

window.location = 'http://help.pardot.com/customer/portal/articles/2519927-end-of-life-announcement---sugarcrm-netsuite-microsoft-crm-connectors'; Concept In MSCRM, there are three primary ways that you can ...

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