When you integrate Dynamics 365 with Dealfront you have a number of different options regarding default fields and customisations for your Dynamics 365 account.
Detailed instructions on how to set up your integration are available here.
The lists below give the data points that you have available for these customisations and syncs, but be sure to go through the other resources to get a full view of this powerful integration!
Please note: Dealfront syncs data from your CRM once a day.
We can send the following elements to Dynamics 365:
Latest Dealfront Visit and View in Dealfront
Organisation Name
Link to Dealfront
Company's website URL
Company's city
Company's state or province
Company's country
Company description
Number of employees
SIC code
Customisation:
Send visits for Manually Connected identified companies
Send visits for Automatically Connected identified companies
Send Comments on Identified Company
Default Dynamics Stage
Default Task Status
Default Task Priority
Default Opportunity Name
Syncable entities: These are the records that are allowed to be synced between Dynamics 365 and Dealfront. Tasks are dependent on leads and opportunities.
Contacts
Tasks
Opportunities
Leads
Accounts (they are always synced and can't be customised)
Automations:
When setting up a custom feed automation that sends identified companies to Dynamics 365 you have the ability to configure how they are sent. You can read more about automation here. The fields below are the options and fields available to send to Dynamics 365.
Please note: Create deal and task are only applied to Dealfront companies that are already connected to existing organisations.
Create as Account
Owner
Create as Lead
Owner
Lead contact name
Create Opportunity
Owner
Name
Days to set the closing date
Stage
Create Task
Owner
Subject
Priority
Status
Manual connections: When sending identified companies manually to Dynamics 365 you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to Dynamics 365.
Connect as an Account
Connect to an existing account
Create a new account
Name
Owner
Connect as a Lead
Connect to an existing Lead
Create a New Lead
Owner
Organization
Contact details
New visits are sent automatically
Send existing visits as a annotation to Dynamics 365
Send existing Dealfront company comments as a Annotation to Dynamics 365
Once the identified companies are connected you have the ability to create and send:
Tasks
Title
Owner
Status
Priority
Due date
Opportunity
Title
Owner
Stage
Expected Closing Date
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.
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