Microsoft Dynamics 365 Sales

With the Microsoft Dynamics 365 Sales and Service connector, you can have access to all of your data in Microsoft Dynamics 365, as well as Microsoft Dynamics CRM, including standard objects as well as your custom objects and fields.

You can use this connector to:

  • Keep your CRM data up-to-date with your other systems - such as your marketing automation and ERP platforms
  • Migrate data to or from Microsoft Dynamics 365 Sales and Service
  • Replicate data to data warehouses for reporting and analysis
  • Synchronize financial data such as invoice, orders, and other relevant information your salespeople need
  • Automate resource-intensive processes such as sales order processing and quote approvals
  • Reduce and remove the manual process to get marketing and social data synchronized with Microsoft Dynamics 365
  • Automate your prospect-to-lead conversion between your marketing applications
  • Give your salespeople greater and richer intelligence about their customer in one place, Microsoft Dynamics 365

The Microsoft Dynamics 365 Sales and Service Connector includes support for:

  • Microsoft Dynamics 365 Sales, Customer Service, Field Service, and Project Service modules
  • Microsoft Dynamics CRM on-premise and partner-hosted
  • Multi-factor authentication is available when using a Microsoft Azure Active Directory account to connect
  • Wait and retry on Microsoft Dynamics 365 rate limiting
  • Create, read, update and delete operations for almost all entities
  • Custom entities and custom fields
  • Defining relationships between entities for more powerful query operations
  • Bi-directional integrations, data loading, and migrations
  • Creating and removing custom many-to-many relationships between records
  • Microsoft Dynamics 365 Workflow
  • Viewing and validating picklist values for drop-down lists through an easy-to-use interface
  • Microsoft Dynamics 365 APIs impersonation capabilities to perform actions available only to non-interactive users
  • Microsoft Dynamics 365's integration mode
  • Microsoft Dynamics 365 API’s bulk load method for optimized performance

Connector Documentation: