Microsoft Dynamics 365 Sales
Quote against the accounts your sales team already keeps, and let Microsoft Dynamics 365 Sales see what happened to the enquiry without anyone copying it across.
Pull companies from Microsoft Dynamics 365 Sales into Customers on a schedule, and push quote and order events back out.
| Status | Template: A prepared recipe on a generic path, which you finish. |
| Kind | CRM |
| For | Sales Engineer and Inspect |
| What moves | In: companies and their identifying fields, on the schedule you set. Out: quote and order events as signed JSON, which your automation maps onto Microsoft Dynamics 365 Sales records. |
| What you hand over | A read credential from your own Microsoft Dynamics 365 Sales account. Kabaido holds it encrypted and never shows it again. |
What you get
Quote against the accounts your sales team already keeps, and let Microsoft Dynamics 365 Sales see what happened to the enquiry without anyone copying it across.
Connect it
In Settings then Integrations, open the entry and follow its steps:
- Step 1.
Create an API credential in Microsoft Dynamics 365 Sales with read access to companies.
- Step 2.
Create a REST connection here with the companies endpoint and that credential.
- Step 3.
Map the company name, the domain and your own account reference, then test the fetch.
- Step 4.
Schedule the pull, then add an outbound endpoint for the events you want back in.
More
- On the website: Microsoft Dynamics 365 Sales.