Microsoft Dynamics 365Custom software that works with Microsoft Dynamics 365
Dynamics 365 suits businesses already deep in Microsoft. Getting clean data into it from websites, forms and people in the field is usually the weak spot.
Discuss your projectJobs a Microsoft Dynamics 365 connection can take off your plate
- Website enquiries become Dynamics leads with source, owner and a follow-up task
- A simple phone app for logging visits that writes back to Dynamics
- Teams alerts when a high-value lead or opportunity changes
These are examples of what's possible. Your project starts with how your business works, not this list.
How it connects
Dynamics 365 is built on Microsoft Dataverse, which has a Web API for leads, contacts, accounts and opportunities. Access runs through an app registration your Microsoft 365 admin approves.
Good to know
- Admin consent is needed in your Microsoft tenant. Whoever manages it gets walked through it.
- Your existing Dynamics customisations are mapped first, not overwritten.
Often connected alongside
Quotes become invoices, and paid invoices move the job along on their own.
Microsoft 365Work-account sign-in, Outlook calendars, Teams alerts and SharePoint files, from one app.
StripeDeposits, card payments and recurring billing built into your own booking or portal.
WordPressYour WordPress site's forms connected to your CRM, with every lead followed up automatically.
MailchimpCustomers and leads added to the right Mailchimp audience and tags automatically.
ServiceM8Website enquiries, quotes and job updates flowing in and out of ServiceM8.
ZapierWhen Zapier is enough, when it isn't, and how to make what you've built reliable.
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