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Microsoft Dynamics 365 Sales

How to integrate Microsoft Dynamics 365 Sales with Plecto

  1. Go to Data sources > New data source > Dynamics 365 Sales.

  2. Enter the full domain of your CRM installation. The domain is the URL you see when logged in to your Dynamics 365 Sales account. The domain could look like the following: https://plecto.crm4.dynamics.com/

  3. Click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. ClickΒ NextΒ to choose how much data to import and how long you want to keep it in the data source.

  7. ClickΒ ImportΒ to finish.

Available data

Our integration with Microsoft Dynamics 365 Sales currently allows you to import the following data:

Accounts

Update frequency: 2m
Default member field: Owner
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Appointments

Update frequency: 2m
Default member field: Owner ID
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Calls

Update frequency: 2m
Default member field: Created by
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Campaign Responses

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Campaigns

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Contacts

Update frequency: 2m
Default member field: Owner
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Leads

Update frequency: 2m
Default member field: Owner
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Opportunities

Update frequency: 2m
Default member field: Owner
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Tasks

Update frequency: 2m
Default member field: Owner ID
Default date field: Created on
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Custom Objects

This integration supports importing custom data types (custom objects created in Dynamics 365 Sales).

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

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