Microsoft Dynamics 365 Dataverse / CRM

MS Dynamics 365 and Make – automatic CRM synchronization

Does your business use MS Dynamics 365 as its CRM and ERP platform? You can connect it with Make so that accounts, contacts, and leads are automatically synced to your system – with no manual effort.

What is MS Dynamics 365?

MS Dynamics 365 is a cloud-based business application platform that combines CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning). It provides businesses with tools for sales, customer service, marketing, financial management, and supply chain management. As a cloud-based solution, Dynamics 365 offers flexibility and integration with other Microsoft products such as Office 365, Power BI, and Azure, and is known for its data-driven insights and adaptable modules.

How the integration works

Make synchronizes three different entities from MS Dynamics 365 Dataverse/CRM, each in batches of 200:

• Accounts – businesses and organizations

• Contacts – individuals, who can be linked to an account or stand alone

• Leads – which can be converted into accounts and contacts once qualified

Read more about the details of the Dynamics integration.

Why connect MS Dynamics 365 and Make?

• Eliminate manual lists – accounts, contacts, and leads flow automatically into Make

• Complete customer overview – maintain the connection between account and contact in your communication

• Richer data – use date of birth, gender, and address for precise segmentation

• Save time – no double data entry between your CRM and newsletter system

Get started

Want to connect MS Dynamics 365 to Make? Get in touch, and we will help you with the setup.