Microsoft Dynamics 365 integration

Premium

Overview

Create or update standard and custom Dynamics 365 CRM and Business Central records based on your form submissions.

What you need

Background

Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. It integrates data and processes across business units, including sales, finance, operations, and customer service, offering cloud-based solutions to streamline business operations and improve customer engagement.

Benefits

Using Microsoft Dynamics 365 can streamline business processes across various departments, enhance customer engagement through better insights, improve decision-making with integrated data and analytics, and provide flexibility with customizable solutions tailored to specific business needs. It also offers scalability to grow with your business and integration capabilities with other Microsoft products and services.

Considerations

When evaluating Microsoft Dynamics 365, consider the specific business needs and processes that require support, the scalability and flexibility of the solution to grow with your business, integration capabilities with existing systems and third-party applications, the total cost of ownership including licensing and implementation, and the level of support and training resources available from Microsoft and its partners.

How to set up

Navigate to the Feathery form that you want to connect to Dynamics 365 CRM or Business Central. Click on the Integrations tab.

Open the Dynamics 365 integration and choose the Feathery form event to trigger the Dynamics 365 action. See the full list of event triggers here.

Authorize and connect your Microsoft/Dynamics 365 account.

Choose which records you'd like your Feathery form data to map to and whether they should be created, updated, or both.

Map your Feathery fields to the corresponding Dynamics 365 record fields that you want them to populate.

Click Connect. Your integration is now live and ready to go!

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