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Integrate Microsoft Dynamics 365 Sales with Plecto

  1. Go to Data management > 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:

  3. Click Next.

  4. Select the data types you want to import.

  5. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  6. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources.

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

  • Accounts

  • Appointments

  • Calls

  • Contacts

  • Leads

  • Opportunities

  • Tasks

  • Users

  • Custom data types

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