Dynamics 365 + Konnectify

Learn how to integrate and use Dynamics 365 with Konnectify to automate CRM workflows, customer management, sales processes, and financial operations across your business tools.

What is Dynamics 365?

Microsoft Dynamics 365 is a cloud-based CRM and ERP platform that helps businesses manage sales, customer service, finance, operations, and marketing in a unified ecosystem. It enables teams to track leads, manage accounts and contacts, handle cases, generate invoices, and monitor opportunities efficiently.

Dynamics 365 helps organizations streamline processes, improve customer relationships, and drive data-driven decision-making at scale.

Why integrate via Konnectify?

By integrating Dynamics 365 with Konnectify, you can automate CRM and operational workflows without writing code.

Konnectify allows Dynamics 365 to connect with your marketing tools, support systems, finance applications, internal databases, and other business platforms so that account data, leads, cases, invoices, and opportunities sync automatically across systems.

This ensures faster processes, improved collaboration, reduced manual data entry, and consistent business data across your technology stack.

What You Can Do with Dynamics 365 in Konnectify?

When Dynamics 365 is connected to Konnectify, you can build powerful automations such as:

• Automatically create accounts, contacts, or leads from form submissions or marketing tools
• Sync opportunities and invoices with finance or reporting systems
• Update cases automatically when events occur in external applications
• Send notifications when new leads, opportunities, or invoices are created
• Store CRM data in spreadsheets or databases for reporting and analytics
• Trigger follow-up workflows when records are updated
• Keep customer and sales data consistent across multiple systems

These automations help reduce manual workload, improve sales and service response times, and maintain accurate business records.

Konnectify uses the Microsoft Dynamics 365 Web API to securely interact with your Dynamics 365 environment. The API allows external platforms to create, read, update, and manage CRM records programmatically.

• Create and update accounts, contacts, leads, and opportunities
• Manage cases and invoices
• Retrieve record details by ID
• Delete records when required
• Access custom fields and entity relationships
• Automate business data synchronization

• OAuth 2.0 (Azure Active Directory – Recommended)
• Application (Client ID & Client Secret) credentials

You will need Azure AD app credentials and appropriate permissions to create the connection in Konnectify.

• API access depends on your Dynamics 365 license and security roles
• Required fields must be provided when creating records
• Custom fields must match your Dynamics 365 environment configuration
• Permissions must allow create, update, read, and delete operations
• Rate limits and API usage policies apply

For detailed API references, request/response parameters, and examples, refer to the official Microsoft documentation.

Before creating the workflow, ensure you have:

• A valid Microsoft Dynamics 365 account
• Azure AD Application credentials (Client ID, Client Secret, Tenant ID)
• Required API permissions in Dynamics 365
• Access to the Konnectify platform
• Permission to create/manage connections in Konnectify

Step 1: Connect Dynamics 365 in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select Dynamics 365
4. Enter:
   • Connection Name
     Enter a name for your connection (e.g., My Dynamics 365 Connection).
     This name is for reference only and helps distinguish between multiple Dynamics 365 connections within Konnectify.
   • Dynamics 365 Instance URL
     Enter your Dynamics 365 environment base URL exactly as shown in your browser.
     
     Example:
     If your Dynamics 365 URL is:
     https://yourcompany.crm.dynamics.com/main.aspx
     Enter:
     https://yourcompany.crm.dynamics.com
5. Click Create Connection

Step 2: Create a New Konnector

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: Webhook, Google Forms, Gmail, or Dynamics 365)
3. Select the required trigger event (for example: New Account, Created Or Updated Lead, etc.)
4. Choose the Dynamics 365 connection you created and click Continue

Step 3: Add and Configure Dynamics 365 Action

1. Click Action
2. Select Dynamics 365
3. Choose an action (for example: Create Contact)
4. Select the Connection and click Continue
5. Fill all mandatory fields such as:
   • Record Name
   • Email / Phone
   • Status
   • Owner
   • Required custom fields

Step 4: Value Mapping and Workflow Testing

• Map dynamic fields from the trigger output
• Use static values only when required
• Run the workflow using sample data
• Verify the execution status and response from Dynamics 365

Step 5: Activate Konnector

• Save the Konnector
• Turn the workflow ON
• Perform a real-time test from the trigger source
• Confirm that the data is reflected in Dynamics 365

Automatically Create Leads from Forms

Trigger: Event from another app (Form submission, Webhook, etc.) • Action: Create Lead in Dynamics 365

Use case: Automatically create leads when users submit forms or marketing campaigns capture new prospects.

• Eliminates manual data entry
• Ensures no lead is missed
• Improves sales follow-up speed

Notify Teams When a New Opportunity Is Created

Trigger: New Opportunity • Action: Send notification (Slack, Email, etc.)

Use case: Notify sales teams instantly when a new opportunity is created.

• Faster engagement
• Improved collaboration
• Better pipeline visibility

Sync Accounts Between Systems

Trigger: Created Or Updated Account • Action: Create or Update Account in another app

Use case: Keep account records synchronized between Dynamics 365 and other CRM or ERP systems.

• Consistent customer data
• Reduced duplication
• Improved reporting accuracy

Automatically Update Cases

Trigger: Created Or Updated Case • Action: Update Case

Use case: Automatically update case status when related events occur in other systems.

• Faster resolution
• Improved customer satisfaction
• Reduced manual updates

Sync Invoices for Financial Reporting

Trigger: New Invoice or Created Or Updated Invoice • Action: Create or Update record in accounting system

Use case: Sync invoice data with accounting or reporting platforms.

• Real-time financial visibility
• Improved audit readiness
• Eliminates manual exports

Keep Contacts Updated Across Platforms

Trigger: Created Or Updated Contact • Action: Create or Update Contact in another app

Use case: Maintain consistent contact details across marketing, support, and CRM tools.

• Accurate customer communication
• Reduced data inconsistencies
• Improved customer experience

When building automations, start with simple Create or Update workflows and test using sample data before activating them for production use.

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