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CRM

Dynamics365 for your Agent

Flow can look up contacts, companies and deals in Dynamics365, and with read and write access it can update records.

It asks for your approval before it changes anything in Dynamics365. Connect by signing in with Dynamics365.

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Which Dynamics365 deals are linked to tenders closing this month?

Connect Dynamics365 in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Dynamics365.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Dynamics365.

What Flow can do depends on what Dynamics365 offers through its API and on the access you choose.

Things to ask

Type these to Flow once Dynamics365 is connected.

  • Dynamics365

    Which Dynamics365 deals are linked to tenders closing this month?

  • Dynamics365

    Create a Dynamics365 deal for the Vienna hospital tender, with its value and deadline.

About Dynamics365

Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.

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