Leads captured for you
Web forms, calls and bookings land in Microsoft Dynamics 365, matched to the right contact.
Microsoft Dynamics 365 integration
Microsoft’s CRM for sales, customer service and marketing teams in larger companies. Connect Microsoft Dynamics 365 to OLODESK and use it in the apps and automations your business runs on.
- Category
- CRM & sales
Popular ways to use Microsoft Dynamics 365
Start with one of these, or describe your own.
Follow-ups that happen
Your team gets a reminder by email or text when a deal in Microsoft Dynamics 365 goes quiet.
Won deals, ready to invoice
When a deal is won in Microsoft Dynamics 365, the client and a draft invoice are set up in your accounting app.
How to connect Microsoft Dynamics 365
Request Microsoft Dynamics 365
In your portal’s Integrations tab, press Request access next to Microsoft Dynamics 365. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Microsoft Dynamics 365, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your Microsoft Dynamics 365 data in ChatGPT. AI on OLODESK
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Microsoft Dynamics 365 integration FAQ
Do I need my own Microsoft Dynamics 365 account?
Yes. You connect the Microsoft Dynamics 365 account your business already uses.
Which plans include the Microsoft Dynamics 365 integration?
Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.
Can I connect more than one Microsoft Dynamics 365 account?
Yes. Connect as many as you need and choose which one each system uses.
Put Microsoft Dynamics 365 to work
Start your Free trial, then request Microsoft Dynamics 365 on Business Starter or Business Pro.