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
  1. Open your Admin Settings.
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  3. Under your group’s settings, go to the Connections tab.
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  5. Scroll down until you see Integrations, click the checkbox next to Microsoft Dynamics 365.
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  7. The integration is enabled. Salesforce will now appear in your Connections tab under Integrations.
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Create a MD365 integration
  1. Go to Connections.
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  3. Click the Integrations tab and select Microsoft Dynamics 365.
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  5. Click Add Integration.
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  7. Name your integration. This name will appear on the Salesforce card, in the sources dropdown, etc. We recommend naming it the Salesforce account you are connecting to so you can easily tell what’s what.
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  9. Click Log Into Microsoft Dynamics 365. You will see a popup from Tray.io (our integration provider, learn more about logging into MD365 here). Follow the steps and login to your MD365 account as you normally would.
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  11. Once you are successfully authenticated, proceed to the Fields step. Here you will see every MD365 field you have access to. Select some or all of the fields you would like to appear on the platform. Proceed to the Connect step.
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  13. Select which groups should have access to this integration. Your group is selected by default so if you would like this integration to stay private to you, make no changes and proceed to the Review step.
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  15. Here you will see a summary of the selections you made. This include the group that owns the integration (whichever one created it), the number of fields you you selected that will appear on the platform, the number of companies that will appear in your group, and which groups have access to this integration. If this is all correct, click Save.
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  17. You’re all set! The integration will now appear on the table below, the companies will be added to your All Companies list, and company profiles will now be enriched with MD365 data.
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Share/receive access to an integration
  1. During the integration creation flow (or when editing an existing integration) navigate to the Connect step. You will see a search input. Search for the name of any group your group is connected with.
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  3. On the Review step you will see that they will have access to your integration once you Save it. Click Save.
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  5. The receiver of your integration will now see it appear under their MD365 integration in Connections. It is automatically connected so their companies are enriched with data and the companies will appear in their All Companies (so their Tracked Companies are unaffected).
  6. They can click the Manage button to review the details of the integration that was made available to them. They can choose whether they would like to disconnect the integration.
Activate your MD365 fields
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Learn more about Active and Passive fields
Sync the integration
  1. Go to your Connections page.
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  3. Go to the Integrations tab and click MD365.
  4. Scroll to the right of the table and under Actions click “Sync integration”.
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Delete an integration
  1. In Connections on the MD365 profile, select the integration you would like to delete. Click the Delete button.
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