Microsoft Dynamics 365 Sales

A guide on how to connect your data from Microsoft Dynamics 365 Sales to Plecto.

Last updated: June 30, 2021

Dynamics365 Sales Dashboard.png

An example of a MS Dynamics 365 Sales dashboard.

Be aware: This integration is currently available as beta feature in Plecto.

Import your data directly from Dynamics 365 Sales and create custom dashboards for your sales data. You can connect your MS Dynamics 365 Sales to Plecto and create metrics with the following data types:

  • Accounts
  • Appointments
  • Calls
  • Contacts
  • Leads
  • Opportunities
  • Tasks
  • Users
  • Custom data types

Note: Plecto supports importing custom data types (custom objects created in Dynamics 365 Sales) with the Microsoft Dynamics 365 Sales integration.

To connect Dynamics 365 Sales to Plecto, go to Data management > Data sources, and click on "+ New data source." From there, select "Dynamics 365 Sales" integration and follow the steps to get your Dynamics 365 Sales data up and running in Plecto.

Was this article helpful?