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MS Dynamics 365

  • CRM
  • ERP

The Syncari Synapse for Microsoft Dynamics 365 provides bidirectional synchronization and fully supports Syncari functions and actions to:

  • Standard objects
How It Works

Objects from Microsoft Dynamics 365 can be mapped to entities in Syncari using the Sync Studio. Changes on the records for these objects are periodically (near real time) synced from Microsoft Dynamics 365 into Syncari. Syncari provides a flexible conflict resolution strategy in cases where multiple updates are noticed for the same record. The data can be enriched, deduped and cleansed before storing it in Syncari. Data flowing from different systems into Syncari is synced to Microsoft Dynamics 365. Syncari also supports schema changes such as: addition of new field, field rename, and field delete.

Supported Objects and Workflow

The Microsoft Dynamics 365 Synapse allows synchronization on the below listed objects:

  • Lead
  • Contact
  • Account
  • Opportunity
  • Campaign

Out of the box dedupe, merge, lead segmentation, lead to account matching, etc. are available in Syncari, which can be used in the sync pipeline for the above objects. Syncari also supports Microsoft Dynamics 365 Actions.