Company Mapping is where you decide which Dynamics fields are populated during a sync from Grata.
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(*) asterisks mark required fields.
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All mappings besides Name & Company Domain are optional. If you choose not to map to a corresponding Dynamics field, Grata won't ever send data to that field.​
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Replace ON (blue)

Replace OFF (gray)

This setting makes it so that Dynamics is populated with a fixed, predefined value for a field, each time that a company is synced — regardless of the data on that profile.

For example, set Company Type equal to "M&A Target" — so that, once in Dynamics, each newly added target goes in as the correct type of M&A Target.

Contact Mapping is the step where you decide which Dynamics contact data gets populated any time Companies & Contacts are synced.
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(*) asterisks mark required fields:

There is an optional step to filter Job Titles for contacts. By selecting specific titles, you can filter out unwanted contacts from flowing into Dynamics 365.

As an alternative to Accounts & Contacts, you can have Grata sync to Leads in Dynamics. Change the Records to Sync dropdown in Step 1.

Grata will push both the firmographic information and contact information for that company onto a single record — a Lead — in one clean sync.
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Yes, the CRM Intel feature is also supported for Leads!
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Before you setting the fields you would like Grata to populate when syncing, select your CRM preferences.

Pull info from my CRM is the feature that allows Grata to check for matches in your Dynamics. This feature is the driver behind filters such as Show my companies, where you can filter down Grata profiles to ones that match your CRM.

Yes, you can turn off Pull info from my CRM; this makes Grata a one-way integration. However, it is recommended to leave this feature on, as Grata will be "blind" to your CRM, which means it cannot index company matches— thus slowing down syncs.

Grata refreshes weekly. If you have access to the Auto-Update feature, you can set this to run daily, or monthly.
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This feature runs automatic data enrichment. When it comes to deciding which Dynamics data gets overwritten, Grata follows the Company Mapping you saved.

Grata enriches all Dynamics records it finds a match with. This also includes companies added to Dynamics from sources outside of Grata. Note: this option will consume more credits.

Grata enriches only companies you have synced from Grata before.

By default, Grata enriches Dynamics weekly. If you have access to Auto-Update, you can change the Auto-Update Frequency by clicking on the blue calendar icon.

Data is controlled at the field-by-field level; only fields where the Replace toggle is ON will be overwritten (see: Company Mapping). This means Grata can overwrite Employee Headcount in Dynamics, while never touching your Priority field, for example.
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CRM Intel is the feature allowing you to display Dynamics-specific data on your views in Grata.

CRM Intel fields are accessible in multiple areas of the Grata platform: Company Search, Conference Pages, Buyer Search, Banker Search, and more. They are a direct reflection of your Dynamics fields, and they are read-only.

Grata checks for updates in Dynamics on a scheduled basis. If a Grata profile is displaying outdated information from Dynamics, click Sync to have it refresh.
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Note: once CRM Intel is enabled, all your Grata seats can view the Dynamics fields.

No. The connection is a secure data pipeline between your Grata instance and CRM— existing solely to benefit your search experience. Grata has its own proprietary data, and will not use your CRM data for any other purpose in the platform.
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Read more about our data policy on the Integrations and Data Privacy FAQ.

Grata knows to avoid creating duplicate companies. Before syncing, Grata will check for a matching Website. Grata recognizes a match regardless of whether the company is spelled amazon.com or http://www.amazon.com in your CRM.

Grata knows to avoid creating duplicate contacts, as well. It will check for First Name + Last Name of the person. It then checks for a match to the person's email.

Each Grata profile equals 1 credit. The amount of Dynamics fields— or the amount of contacts Grata has for that company— do not factor into the credit calculation.
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Once a company has been synced to Dynamics— after the first time— any sync thereafter of that company uses zero credits. The same company can be exported to Excel without costing additional credits.

If you need to disconnect Grata from Dynamics, you can do so from the Account page. Click the three dots under the Dynamics 365 tile, then choose Disconnect Dynamics from Grata. Stored credentials are immediately wiped.

If you need assistance with your CRM integration, reach out to Grata Support (support@grata.com) or chat with us in the Help section > Messages.
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To see logs on how many companies were synced, how many credits were used, and by whom, go to Accounts > Audit Log. For detailed information, such as how many contacts were synced, reach out to Grata Support.