Microsoft Dynamics 365

Explanation

Our Microsoft Dynamics 365 integration allows you to connect all of the fields and companies from a MD365 account with the platform. Once on the platform they function like any other field with the ability to search, filter, graph, and more. Integrations can be controlled and managed by administrators only.

How does MD365 data look on the platform?

Just as you expect. It appears as a card on company profiles, you can see it on your Sources dropdown, filter the fields like any other, create graphs, and more.

Company Profile
Company Profile
Sources Dropdown
Sources Dropdown
Filters
Filters
Dashboard
Dashboard

Can I edit my MD365 data from the platform?

No you cannot. Your MD365 data is read only so it stays safe. This is also true for the companies you import from MD365. If you wish to update your MD365 data you need to login to your MD365 account and make changes there and then sync the integration.

What kinds of fields are supported? Do I have to integrate all of them?

We support all fields except: customers, files, images, lookups, managed properties, owners, party lists, unique identifiers, and virtual.

You do not have to integrate every field. When you setup your integration you can select any combination of fields you want to be shown on the platform.

Integration setup flow
Integration setup flow

Can I share access to my MD365 data with other groups?

Yes, you can share access to some or all of your MD365 data with other groups. They will have access to the integration you create for them but cannot edit it. They are able to manage which fields they want to make active or passive and whether or not they want to use the integration. You can give multiple groups access to a single integration or create multiple integrations with different settings tied to a single MD365 account.

How often is the data updated?

As often as you need. For individual companies, every time you open the profile. To sync your data and companies, sync the integration.

Guides

Enable the MD365 integration for your group (administrators
Create a MD365 integration
Share/receive access to an integration
Activate your MD365 fields
Sync the integration
Delete an integration