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
Link to Dealfront
Company's website URL
Company's state or province
Number of employees
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.
Accounts (they are always synced and can't be customised)
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
Create as Lead
Lead contact name
Days to set the closing date
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
Connect as a Lead
Connect to an existing Lead
Create a New Lead
New visits are sent automatically
Send existing visits as a note to Dynamics 365
Send existing Dealfront company comments as a note to Dynamics 365
Once the identified companies are connected you have the ability to create and send:
Expected Closing Date
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at firstname.lastname@example.org.