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Data Protection When Integrating with Dynamics 365
Data Protection When Integrating with Dynamics 365

Find out more about the permissions we require to integrate Dynamics 365 with Dealfront.

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

To integrate Dealfront with Dynamics 365, you need to have admin rights in both Dynamics 365 and Dealfront.

We require specific permissions in Dynamics 365: read, write, and append permissions to Accounts, Leads, Activities (Tasks), Opportunities, Dealfront Visits (custom entity), and Leadfeeder Page views (custom entity). But do not worry, we will NOT modify any data in your Dynamics 365 account.

For the matcher and sync to run to enable you to start sending Leadfeeder identified companies to you CRM we need, as a minimum:

  • the remote ID

  • the Account name,

  • the Account domain name, and

  • the remote owner ID

The data we get from your Dynamics 365 is stored on our AWS servers in encrypted form (in transit and at rest).

After you remove the Dynamics 365 integration from Dealfront, we delete all the data we have synced from your CRM from our servers.


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