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Microsoft Dynamics 365 Sales

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Table of contents

How to 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: 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. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

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

  • 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).