How it works
Uman is organized around three key modules:
Business Development
Deal Execution
Account Management
By integrating with Dynamics CRM, Uman enables users to benefit advanced reasoning capabilities, enriched with the relevant CRM context. This bidirectional integration syncs Accounts, Contacts, and Opportunities on behalf of the user, enhancing productivity and improving client conversations.
Key Benefits
Prepare for meetings with rich historical context: Gain instant access to valuable customer insights, including past interactions, deals, and key contacts, ensuring you're well-prepared for every meeting.
Seamless meeting updates in CRM: Easily push information, post meeting, into your CRM. An admin can define which fields can be updated.
Seamlessly add prospects in CRM: Easily push new accounts with contact data into your CRM with rich insights and outreach scripts for execution.
Technical Setup and details
The integration offers powerful capabilities for handling essential Dynamics objects (predefined scopes), including:
1. Accounts
Read Data: Access detailed account profiles, including associated contacts, recent interactions.
Write Data: Automatically create or update account records based on sales activities or data from other systems.
2. Contacts
Read Data: Retrieve contact details and communication history
Write Data: Create or enrich contact profiles by adding key insights, linking notes from customer meetings, or updating status based on interactions.
3. Opportunities (Deals)
Read Data: Extract deal information, including stages, values, and associated contacts or accounts.
Write Data: Create or update deals, update status, or log deal progression to keep CRM data up to date.
4. Business Process Flows (Pipeline)
Read Data: Access the business process flows which are used in the deals.
5. Custom objects
This is optional, depending on your Dynamics setup.
Read Data: Retrieve objects that are required for creating an account, contact or deal
Write Data: Create objects that are required for creating an account, contact or deal
Setup Instructions
To enable the integration, we use an oauth2 user integration. When logged in to the uman platform, user’s will be able to connect to a Microsoft Entra ID App, provided by uman.
Used OAuth scopes
admin.services.crm.dynamics.com/user_impersonation
Admin approve Entra ID App
Some client tenants automatically block users from logging in to third party applications (i.e. uman) using their Microsoft account. Upon logging in, they are prompted to request admin approval.
When this happens, the admin can take the following steps to approve the request:
In the Azure portal, navigate to the Microsoft Entra ID and then go to Enterprise Applications
Under Admin consent requests you will find the application and can approve the request
FAQ
How does the integration work?
The integration operates at user level and does not run any background processes, not even when the connection is first created. It works primarily on demand: when you prepare a meeting, the integration temporarily reads the necessary objects within your user scope to enable parsing and preparation.
Which objects and properties will be updated in uman?
In the first phase of the integration, uman can push notes (also called annotation) to opportunity, contact, or account objects, and update the stage of an opportunity. These actions are only performed when explicitly triggered by the user - nothing happens automatically, and full control remains with the user.
In a later phase, administrators will be able to define additional properties that uman is allowed to update on opportunities, contacts or accounts.
Will uman remove records from Dynamics?
No. uman will never remove or delete accounts, contacts, or opportunities from Dynamics.