Showpad share activity in MS Dynamics is now automatically attributed to the right seller and connected to their related Task. The Activity Owner is set to the MS Dynamics user matching the share sender's email, so influenced revenue ties back to the person who drove it — not a generic integration account. If no matching user is found, the Activity defaults to the integration user so records are never left ownerless.
A new lookup connects each Showpad Activity to its related Task, closing the gap between the two ways Showpad activity is logged in MS Dynamics and giving sales leaders and sales managers a complete, accurate picture of content's impact on revenue.
Access & Availability
Note: Available within the Showpad MS Dynamics integration. Activity Owner defaults to the integration user if no matching MS Dynamics user is found for the share sender's email.
- Legacy packaging (Content & Coach): Content Plus (Additional Salesforce Integration add-on), Content Ultimate
- Platform packaging (Existing customers): All packages
- Platform packaging (New customers): All packages