With the Microsoft Dynamics 365 integration, quiz takers who leave their email are added to Dynamics 365 Sales as leads, or update their contact if they're already a customer of yours. Each completion also adds a completed task to their timeline with their answers, their recommended products and a link to their results, so your team sees what every customer told the quiz.

The integration works with Dynamics 365 Sales. Setting it up takes a few minutes in two Microsoft admin pages, so you'll need to be an admin in Microsoft Entra and in the Power Platform admin center, or ask your IT team to do steps 1 and 2 for you.

Dynamics 365 doesn't use API keys. Instead, you register a small app in Microsoft Entra, your company's Microsoft sign-in directory, and Lantern connects as that app. No one has to stay signed in, and the connection keeps working when people join or leave your team.

1.1 Go to entra.microsoft.com and sign in with your work account. Open Entra ID, then App registrations, and click New registration.

1.2 Fill in the form:

Click Register.

1.3 On the app's Overview page, copy the Application (client) ID and the Directory (tenant) ID. Leave the Object ID, Lantern doesn't need it.

1.4 Open Certificates & secrets, click New client secret, add a description like Lantern and click Add. Copy the secret's Value right away: Microsoft shows it only once. Don't copy the Secret ID next to it, Lantern needs the Value.

You don't need to add anything under API permissions. Dynamics 365 gives the app its access in step 2.

2.1 Go to the Power Platform admin center, open Manage, then Environments, and click the environment you use for Dynamics 365 Sales. Copy its Environment URL from the Details card. It looks like yourcompany.crm.dynamics.com.

2.2 On the same page, open Settings, then Users + permissions, then Application users. Click New app user, then Add an app, pick the app from step 1 and click Add.

2.3 Choose your Business unit (most companies have one), then click the pencil next to Security roles and pick Salesperson. That role lets Lantern create leads and tasks and update leads and contacts, which is all it needs. Click Create.

3.1 In Lantern, open Integrations, find Microsoft Dynamics 365 under Marketing and click Connect.

3.2 Fill in the window:

3.3 Click Connect. Lantern checks each step with Microsoft and Dynamics 365, and the card shows Connected. If a step is missing, the window says which one, for example an app that wasn't added to the environment in step 2.

Once connected, every active quiz in your store sends quiz takers to Dynamics 365, with no settings to change per quiz.

When a customer completes a quiz and leaves their email, either on the Optin Page or in the Email sign-up on the Results page, Lantern looks the email up in Dynamics 365:

Dynamics 365 requires a Last Name on every lead. When the quiz doesn't ask for one, Lantern writes [not provided]. If the customer takes the quiz again with their last name, the real name replaces the placeholder. Lantern never creates contacts and never qualifies leads.

Every completion also adds a completed task to the lead or contact, called Completed Lantern quiz followed by the quiz name. It lists every question with the customer's answer, the products the quiz recommended and a link to their results page. You'll find it in the record's Timeline. A customer who takes the quiz twice gets two tasks, one per completion. A task holds up to 2,000 characters, so on a very long quiz the last answers are cut from the task.

New leads and tasks are owned by the app user from step 2, which Dynamics 365 shows as # Lantern. To give new leads to your sales team, use an assignment rule or a Power Automate flow that changes the owner.

The task holds every answer with no setup. If you'd also like answers in their own columns, for views, charts or flows, create the columns in Dynamics 365. Lantern fills columns that exist and never creates columns in your Dynamics 365.

Lantern matches columns by Question Property ID, a short name for a question's answer that you set in the question's right-hand panel in the quiz editor. You can read more about Property IDs in How to use customer answers in Lantern quizzes. A question with the Property ID skin_type fills the column whose display name is Skin Type or skin_type. Capital letters, spaces and punctuation don't matter. Dynamics 365's own columns match the same way, so a question with the Property ID city fills the lead's City.

To create a column:

When Dynamics 365 refuses a value, Lantern saves the record without that answer and keeps the rest. The answer is still in the task.

Lantern also fills these columns when you create them, with exactly these display names:

Dynamics 365 sends follow-up emails through Power Automate or through Dynamics 365 Customer Insights - Journeys, if your company has it. A few ways to start one from the quiz:

Inside the flow, add conditions on the answer columns to send each customer the email that fits their answers. Take the quiz once yourself with your own email to see a lead arrive before you build the flow.

Lantern only sends customers who can be emailed:

The switch is on the Optin Page: open Integration Settings on the right-hand side. It's on by default, and the section appears once Dynamics 365 is connected. Lantern never changes Do not allow Emails, Bulk Emails or any other consent setting in Dynamics 365. To set up the Optin Page and its consent checkbox, see Collect customer emails.

To disconnect, open Integrations, click Edit on the Microsoft Dynamics 365 card and click Disconnect. Lantern stops sending customers. Your leads, contacts and tasks stay in Dynamics 365.

To change a value, click Edit on the card. The window asks for the two IDs and the client secret again with every change, because Lantern never shows them back.

If Lantern won't save, the window names the problem:

Client secrets expire. Microsoft lets you choose how long they last, up to 2 years. When a secret runs out, customers stop arriving in Dynamics 365 until you create a new client secret, paste its Value on the Lantern card and click Update. Set a reminder for the expiry date shown under Certificates & secrets.