Microsoft Dynamics 365 Integration
Microsoft Dynamics 365 Integration
Enterprise-grade integration for all Dynamics 365 CRM modules including Sales, Marketing, and Customer Service. Perfect for organizations migrating to or from Dynamics 365 or synchronizing with other CRM systems.
🏢 Enterprise Platform Support
Full support for Dynamics 365 Sales, Marketing, and Customer Service clouds. On-premise and cloud deployments supported.
Supported Dynamics 365 Modules
💼 Dynamics 365 Sales
Complete sales automation data synchronization:
- Leads: Full lead lifecycle management
- Opportunities: Pipeline and forecast data
- Accounts: Company hierarchies and relationships
- Contacts: Complete contact management
- Quotes: Quote to cash process
- Orders: Order management integration
- Products: Product catalog sync
📢 Dynamics 365 Marketing
Marketing automation and campaign data:
- Marketing Lists: Segmentation and targeting
- Campaigns: Campaign performance data
- Customer Journeys: Automation workflows
- Email Marketing: Template and send history
- Events: Event management data
- Forms: Lead capture forms
- Landing Pages: Page performance metrics
🎧 Dynamics 365 Customer Service
Complete service desk integration:
- Cases: Ticket and case management
- Knowledge Base: Article synchronization
- SLAs: Service level agreements
- Entitlements: Customer entitlements
- Queues: Work distribution
- Routing Rules: Automatic assignment
Data Mapping
Our platform handles Dynamics 365's complex data model:
Outrun Standard Model → Dynamics 365 Entities
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
People → Contacts
Organizations → Accounts
Opportunities → Opportunities
Leads → Leads
Activities → Activities
Cases → Incidents
Products → Products
Advanced Features
🔐 Security & Compliance
- Role-based access: Full security role support
- Field-level security: Granular permissions
- Business units: Organizational structure
- Teams: Collaborative access control
- Audit logs: Complete audit trail
🔄 Data Synchronization
- 15-minute sync cycles: Near real-time updates
- Bi-directional sync: Two-way data flow
- Custom entities: Support for custom objects
- Relationships: Complex relationship preservation
- Attachments: File and document sync
🎯 Business Logic
- Workflows: Process automation support
- Business rules: Validation and defaults
- Plugins: Custom logic compatibility
- Duplicate detection: Intelligent deduplication
Getting Started
Step 1: Connect Dynamics 365
- Access the Outrun Dashboard
- Select "Add Integration"
- Choose Microsoft Dynamics 365
- Select your deployment type (Cloud/On-Premise)
- Authenticate with Azure AD
Step 2: Select Modules
- Choose Sales, Marketing, Service, or all
- Configure module-specific settings
- Map custom entities
- Set synchronization rules
Step 3: Configure Sync
- Define sync direction
- Map custom fields
- Set conflict resolution
- Configure security mappings
Authentication Methods
Cloud Deployment (Dynamics 365 Online)
- Azure AD OAuth: Modern authentication
- Application ID: Service principal support
- Delegated permissions: User context sync
- Certificate auth: Enhanced security
On-Premise Deployment
- Windows Authentication: Domain credentials
- Claims-based: ADFS support
- IFD Configuration: Internet-facing deployment
- SSL/TLS: Encrypted connections
Field Mapping
Standard Field Mappings
| Outrun Field | Dynamics 365 Field | Entity |
|---|---|---|
| person.email | emailaddress1 | contact |
| person.firstName | firstname | contact |
| person.lastName | lastname | contact |
| org.name | name | account |
| org.website | websiteurl | account |
| opportunity.value | estimatedvalue | opportunity |
| opportunity.closeDate | estimatedclosedate | opportunity |
Custom Fields
- Option sets: Automatic value mapping
- Lookups: Relationship preservation
- Multi-select: Array field support
- Calculated fields: Read-only sync
- Rollup fields: Aggregate data support
Migration Scenarios
🚀 Moving to Dynamics 365
Migrating from another CRM? We handle:
- Complete data migration
- Historical activity preservation
- Custom field creation
- Security role mapping
- Business process flows
🔄 Moving from Dynamics 365
Transitioning to another platform?
- Full data export
- Relationship preservation
- Attachment migration
- Audit history export
- Metadata documentation
🤝 Multi-CRM Synchronization
Using Dynamics 365 alongside other CRMs?
- Real-time synchronization
- Unified data model
- Conflict resolution
- Cross-system workflows
Use Cases
Global Enterprises
- Multi-subsidiary synchronization
- Regional CRM consolidation
- M&A integrations
- Global reporting
Sales & Marketing Alignment
- Lead to opportunity flow
- Marketing qualified leads
- Campaign ROI tracking
- Account-based marketing
Service Integration
- Case escalation to sales
- Customer 360 view
- Service history in sales
- Upsell opportunities
Best Practices
- Security first: Configure security roles before sync
- Test thoroughly: Use sandbox environment first
- Map carefully: Review all entity mappings
- Monitor performance: Check sync metrics regularly
- Document customizations: Track custom field mappings
- Plan rollout: Phased approach for large datasets
Performance Optimization
- Batch processing: Efficient bulk operations
- Delta sync: Only changed records
- Parallel processing: Multi-threaded sync
- Rate limit management: Automatic throttling
- Error recovery: Automatic retry logic
Support
Need assistance with Dynamics 365 integration?
- 📧 Email: enterprise@getoutrun.com
- 📖 Documentation: API Reference
- 💬 Priority Chat: For enterprise customers
- 📞 Phone Support: Available for Enterprise tier
- 🎯 Dedicated Success Manager: Enterprise accounts
Compliance & Certifications
- ISO 27001: Information security
- SOC 2 Type II: Security & availability
- GDPR: Data privacy compliance
- HIPAA: Healthcare compliance available
- Microsoft Partner: Certified integration
