Microsoft Dynamics attribution, from the first ad click to closed as won

Dynamics has the places to record attribution and nothing that fills them in. Lead Source is a choice column somebody types, a campaign response is created by hand or converted from an activity, and Dynamics 365 Sales records no web session at all. LeadJourney produces the touchpoints in the first place: it tracks every visit server-side, joins them to spend from every ad account, and writes the finished journey onto your Leads, Accounts and Opportunities as columns. Your views, charts and Power BI reports then work on observed data instead of typed data.

No. LeadJourney connects to Dynamics 365 Sales through Dataverse and brings its own tracking, so the attribution does not depend on a marketing licence. If you do run Customer Insights - Journeys, the two sit beside each other: Journeys keeps owning the journeys, the forms and the lead scoring, and LeadJourney answers which ad, campaign and channel produced the record in the first place.

On the Lead: first and last touch channel, source and campaign, the ad, ad set and creative, every UTM parameter, the click ID from each platform, the landing page and referrer, and a link to the full journey. On the Opportunity: the attributed channel and campaign, the credit each touchpoint earned under your active model, and the ad spend attributed to it. They arrive in a solution with the lj_ prefix, so you can see every one of them in one place, and you choose which are in scope before anything is written.

No. Nothing is written to a column you have not mapped. Most teams leave leadsourcecode exactly as their routing rules and historic reports expect it and let LeadJourney write the observed channel, campaign and ad to its own columns beside it. If you would rather have Lead Source set from the tracked channel, that is a mapping you turn on, not a default.

By webhook on Dataverse. When a lead status, a business process flow stage, an opportunity stage or the revenue changes, Dynamics notifies LeadJourney and the journey updates, so an opportunity closed as won reaches your ad platforms as it happens rather than in a nightly batch. Transparent Logs show every record that moved and when.

Yes, and it is the point of the integration. Won opportunities go to Microsoft Advertising as offline conversions matched on msclkid, to Google Ads as an offline conversion import matched on gclid, to Meta through the Conversions API and to LinkedIn through its Conversions API, with the actual revenue attached. The click ID is captured server-side at the click, so nothing depends on a hidden form field surviving a redirect or on somebody uploading a file before the platform's window closes.

Yes. The sync is mapped per table and per column, so it works with your own business process flows and their stages, with custom columns and tables, with several business units and with multiple currencies. You decide per process which stages count as conversions.

Yes. The journey in LeadJourney has no attribution window, so the opportunity is credited to the campaign and ad that started it however long the sales cycle takes. The ad platforms apply their own windows to the events they receive, so a late close mainly improves their optimisation; the report that matches revenue to the ad lives in LeadJourney and on the Dynamics record.

No developer and no implementation project. Connecting Dynamics is a Microsoft sign in, an environment picker and a column mapping screen, and most accounts are live in about 21 minutes. A system administrator is useful for deciding which tables to expose, and our team will do the mapping with you on a call if you prefer.

Yes. Data is processed and stored in the EU, we sign a data processing agreement, and tracking runs first-party and server-side so it respects consent decisions rather than working around them. Financial, legal and other regulated industries are a core part of our customer base.

The Dynamics 365 integration is part of the platform rather than a paid add on. Plans are priced on tracked events instead of seats, so your whole team and your agency can share one workspace, and every plan starts with a 14 day free trial without a credit card.